Thanks for stopping by to catch up on how Salesforce interacts with Mailchimp Group Categories and the Groups under each.
Have you ever had a teammate or your sales or marketing ask you how to segment a few Groups in Mailchimp so that the records flow back to Salesforce Campaigns or Marketing Lists?
This is simple to accomplish in your integration setup with SyncApps.
Using Marketing Lists or Campaigns, you can keep each Marketing List or Campaign to each Mailchimp Group in sync automatically.
Let's see how Marketing Lists work:
Be sure to edit your Sync Profile and select Marketing List package as your Marketing List mode and your Mailchimp Group Category is set as well how you would like it as in the example, Social Events.
Once you then select specific Cazoomi Marketing Lists to Sync each of the lists will sync automatically, adding/removing subscribers from your Groups/SubGroups in Mailchimp.
Flowchart Example of how it works:
How can I add my Mailchimp Group Members to my Salesforce Campaigns as List?
Check out the simple steps below:
1. In your Mailchimp Audience > Group Category> Create a Subgroup with Contacts in it, for example, "Group A".
2. In Salesforce, Create a Campaign as List with the same Name of Mailchimp Subgroup -> "Group A"
Setting up in your Sync Profile
3. Setup SyncApps
A. In Step 1 of the Sync Profile, enable "Want to use a Campaign or Marketing List to sync Campaign/List Members to Mailchimp?" and select the newly created Campaign in Salesforce which is "Group A".
B. In Step 2 of the Sync Profile, enable the "Display button to manually sync Mailchimp Groups to Salesforce"
C. In the same Step, enable "Allow Multiple Group Category" with Salesforce Campaign Name "Group A" and Mailchimp Group Category used where you can find "Group A" Mailchimp Subgroup.
D. Hit Save then tap the "Reset Sync Process" button to apply the changes.
F. After tapping the "Reset Sync Process", scroll down where you can see the "Tools" then tap the "Sync Mailchimp Groups to CRM" button.
Once the sync is completed then the Mailchimp Group Contacts are now created as new Contacts or Leads in your Salesforce Campaign.
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