CRM Checkbox Fields to Mailchimp Groups

CRM_Checkboxes_for_MailChimp__2_.png

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:

  • Salesforce
  • Microsoft Dynamics 360
  • Zoho CRM
  • NetSuite (In Development)

Below is a best practice flow on how to Migrate Mailchimp Groups to Salesforce Checkboxes:

Migrate_MailChimp_Groups_to_CRM_Checkboxes__Salesforce_.png

 

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.

 

Checkbox_Field_Step_1.png

 

 

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.

 

Checkbox_Field_KB_3.png

 

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.

 

Have more questions? Submit a request

Comments

  • Avatar
    Clint

    Fall 2015 Update:

    We have released and now deployed add/remove features to Checkbox Add-On.

    *SyncApps will remove any subscriber from your Marketing Automation Software List/Group if the checkbox in Salesforce is unchecked after being synced via a Sync Profile.

    Try it out as this is the holy grail in my opinion as it removes the need to create a Salesforce Trigger to add/remove any longer from a report in Salesforce.

    Edited by Clint
  • Avatar
    Jillian Foss

    This is great! I just want to be sure I understand things correctly: if a subscriber has checked the box for a group and their record in Salesforce does NOT have that box checked, when we map that group between MailChimp & Salesforce, will that uncheck the box in MailChimp at the next sync?

  • Avatar
    Clint

    Thanks, Jillian and yes, happy this feature meets your requirements.

    If a subscriber has checked the MailChimp box for a Group and their record in Salesforce does NOT have that box checked when you map that group between MailChimp & Salesforce in SyncApps and sync then the next time it syncs it will check the box in Salesforce.

    If next the Salesforce box is then unchecked it will also uncheck the box in MailChimp.