Hey there, thanks for stopping by!
If you are here then you’ve probably been having a bit of trouble your set-up on CRM Checkbox Fields to your Mailchimp Groups with SyncApps, right?
Well, you’ve come to the right place!
Keep in mind that Checkbox Fields are only applicable to the following CRM’s:
- Microsoft Dynamics 360
- Zoho CRM
- NetSuite (In Development)
Below is a best practice flow on how to Migrate Mailchimp Groups to Salesforce Checkboxes:
Let's see how Mailchimp for Salesforce works below:
Use Case Scenario
Your landing page (which is a Mailchimp contact form) has a lot of checkboxes. The checkboxes are handled in Mailchimp as Groups.
Wanting to sync these Groups exposed on our MailChimp form directly from the checkboxes and sync these subscribers to Salesforce?
Yes! you can also create each of your Groups (checkboxes on your MailChimp form) as also checkboxes on the Lead or Contact record in Salesforce and then set up in your Sync Profile to match them in Step 1 of your integration in SyncApps.
Updating subscriber and grouping data from MailChimp for Salesforce is done in real-time (using webhooks). So Sync on Demand or Sync Scheduling is not needed for this action to take place.
To get started using Checkboxes feature please see your Dashboard > Add-Ons to enable this feature on your integration.
Checkbox Fields for Segmentation will take precedence over any Campaign/List selection in Step 1 of each Sync Profile once selected.
Note that for Checkbox mapping, the Group information from MailChimp should also be synced to CRM checkbox if properly configured so there is a way to accomplish your flow from a MailChimp form to Salesforce requirement today.
MailChimp Segmentation Method in Step 2 must use MailChimp Groups in the drop-down menu, and not Tags when using our Checkbox feature yet you have selected our newest feature Tags.
Groups are interdependent to our Checkbox fields feature and Tags are not.
Group Title - The Groups in MailChimp must be in one Group title and also named "Group Title to Use" in the Sync Profile.
Note and try out our BEST PRACTICE for success:
If you have existing records in Groups in MailChimp that need to be synced back to Salesforce Checkbox fields then choose the feature to sync MailChimp Groups to CRM.
Example of MailChimp Group members which are preexisting and can be synced back into CRM Checkboxes using your SyncApps integration.