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Salesforce Checkbox Fields To Mailchimp Groups or Tags

 

Do you want to know how Mailchimp records are synced to your CRM along with the subscription preferences selected by the user on Sign Up and Update Profile Forms?

Let's see how Mailchimp for Salesforce works below:

Use Case Scenario

Your landing page (which is a Mailchimp contact form) has subscriptions that you would like your customers to choose so that it mirrors what your Sales teams see in Salesforce when looking at their record in CRM.

The checkboxes are handled in Mailchimp as Groups, not fields (Merge Tags), so these are not mappable in Step 3 of SyncApps but instead used as Groups to sync to CRM Checkboxes.

If you want to map Merge Tags instead, use the Mailchimp Audience and add a field in edit mode. Then, in Step 3, after refreshing the fields, it will be mappable to Salesforce.

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Groups exposed on the Mailchimp form under a Mailchimp Group Category will sync back to a checkbox of your choosing in CRM.

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You can also create each of your Groups (Checkboxes on your Mailchimp form) as Checkboxes on the Lead or Contact record in Salesforce and then set up in your Set Up to match them in Step 1 of your integration in SyncApps.

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Updating subscribers 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 get started in using the Checkboxes feature, please see Step 1 of your Set Up to enable this feature on your integration

Once selected, the Checkbox Fields for Segmentation will take precedence over any Campaign or List selection in Step 1 of each set-up.

Enable the feature "Use Salesforce Checkbox Fields for Mailchimp Group or Tag Segmentation," then set up the CRM Checkboxes and map to which Group will the record with that specific Checkbox will land.

For Checkbox mapping, the Group information from Mailchimp should also be synced to the CRM checkbox if properly configured, so there is a way to accomplish your flow from a Mailchimp form to a Salesforce requirement today.

Instead of Groups, Mailchimp tags can be named and used if required.

NOTE: Enabling the Checkbox cannot be used in conjunction with Segmentation in Step 4. However, you can use Filtering to further refine the records that have that particular type of Checkbox in Step 1 you have specified going into your connecting to your Marketing Automation Solution.

Group Category—The Mailchimp Groups must be in one Group category and named so that when created in Mailchimp by SyncApps, they can use Mailchimp's powerful webhooks to update records back in CRM.

New records from Mailchimp Sign-Ups with Checkbox Preference

To ensure that the correct preference is synced in your CRM, the record(s) / Sign-ups must first be synced to your CRM from Mailchimp so that SyncApps can cache the records. 

Once done, the Update Profile Form feature in Step 2 should also be enabled so that whenever the subscriber or the Mailchimp admin updates their preference, then it will automatically reflect into your CRM record(s) in real-time via Mailchimp Webhooks, even without the sync running.

That's the cool part about Mailchimp Webhooks technology! 

Need some help?

Check out the options below for contacting our support team and finding the answers you need to help you with your SyncApps integrations.

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