CRM Checkbox Fields to MailChimp Groups

MailChimp for Salesforce Example:

Subscriber: 

On our landing page (which is a MailChimp contact form) has a lot of checkboxes. The checkboxes are handled in MailChimp as Groups.

Can I sync these Groups exposed on our MailChimp form directly from the checkboxes and sync these subscribers to Salesforce?

Cazoomi:

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 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. 

Add_On_Subscription__1_.png

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:

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, not Static Segments when using our Checkbox feature yet you have selected our newest feature Static Segments.

Groups are interdependent to our Checkbox fields feature and Static Segments are not.

Checkbox_Field_KB_2.png

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Group Title.

The Groups in MailChimp must be in one Group title and also named in the "Group Title to Use" in the Sync Profile. 

BEST PRACTICE:

The Checkboxes feature is, however, not retroactive, meaning if you have existing records in MailChimp which you need to update Salesforce Checkbox fields then please export these records and import into CRM to make sure the Checkboxes are updated in CRM first using Dataloader.io

Example of MailChimp Group members which are preexisting and need to be exported into CRM first then Checkboxes will work moving forward using your SyncApps integration.

  

 

 

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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.