How new or existing records in Mailchimp flows back to CRM?
If you are here, then you are probably wondering how new or existing records in Mailchimp flows back to CRM and bring with it the subscription preferences they chose on your Sign Up Form or Update Profile Forms.
Well, you have come to the right place!
Keep in mind that Checkbox Fields are applicable to the following CRM’s:
- Dynamics 365
- Zoho CRM
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.
Want 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 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.
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 take place.
To get started in using the Checkboxes feature, please see your Dashboard > Add-Ons to enable this feature on your integration " Use Checkbox Fields for Segmentation (Salesforce, Dynamics CRM 365 and Zoho CRM SyncApps Only)" for $9.99/month). Or check this video to see how it works:
Checkbox Fields for Segmentation will take precedence over any Campaign or List selection in Step 1 of each Set Up once selected.
Enable the feature "Use CRM Checkbox Field(s) for Mailchimp Group segmentation" then setup the CRM Checkboxes and map to which Group will the record with that specific Checkbox will land.
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.
Groups are interdependent on our Checkbox fields feature while Tags are not.
Group Category - The Groups in Mailchimp must be in one Group category and named "Group Category to Use" in the Set Up. If you have existing Groups just be sure the Salesforce Campaign Names match the Group Names 100% before integrating.
Try out our BEST PRACTICE below for success:
If you have existing records in Groups in Mailchimp that need to be synced back to Salesforce Checkbox fields, then ask our support about the feature to sync Mailchimp Group members to Salesforce Campaigns.
Example of Mailchimp Group members who are preexisting and can be synced back into CRM Checkboxes using your SyncApps integration once the feature to sync back Mailchimp exiting Group members to Salesforce Campaigns is turned on in your account.
New records from Mailchimp Sign-Ups with Checkbox Preference
To ensure that they have the correct preference synced there in your CRM, the record(s) / Sign-ups must first be synced to your CRM from Mailchimp so that SyncApps can be able to 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!
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