Need to create Mailchimp Groups from your Salesforce Campaign(s), List View(s), or Checkboxes in CRM?
Great find! This article will walk you through these requirements.
Let's check out how to set this up in Step 1 of your integration.
Use this feature - Want to use a Campaign or List View to sync Campaign and List Members to Mailchimp? Select this feature
Salesforce Campaigns/List Views to Mailchimp Groups Set Up
Now, let's try the most common use case with Salesforce Campaigns/List Views, which will allow us to integrate each Salesforce Campaign to a Mailchimp Group under a Group Category.
Tap the browse button and select the specific Campaign(s)/List View(s). Make sure that these Campaign(s)/List View(s) are active and that you've added at least 1 Contact record per Campaign/List View.
For example, you have these selected Salesforce Campaigns/List View in Step 1 of the Set Up:
- Test 1
- Test 2
- Test 3
If done, hit the "Next" button so that the new update will be saved.
In Step 2 of the Set Up, the selected Salesforce Campaign(s)/List View(s) will show up and get assigned to which existing Mailchimp Group under their specified Audience to sync. You can also create a new Group by inputting a new Group name.
Next, enable the toggle switch so that the Campaign/List View records will be synced to the specific Group under each of the Group Categories you are selecting.
Once done setting up, hit the Save button and then Reset Sync Process and resync.
After the sync is done, check your Mailchimp Audience, and the Salesforce Campaign(s) or List View(s) will now be synced to specified Mailchimp Group(s) under each Mailchimp Group Category specified in your integration.
CRM Checkboxes to Mailchimp Groups Set Up
Another common use case is also using CRM Checkboxes on records to control which Groups under which Group Category in Mailchimp your records are added to in the integration.
Once enabled, you will be able to set up Checkbox fields to Mailchimp Groups in Step 1 of your integration.
Details on that complete setup of Checkbox Field Mapping are here.
That was quite easy, right?
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