Hi there! Mailchimp Groups are a fun and efficient way to order many types of data, like Salesforce campaigns, marketing lists, and checkboxes. The problem is, manually inputting all the Group's data can be tedious and time-consuming - especially when you're starting from scratch, like what's shown below.
This is where SyncApps comes in. Check out the steps below to set up your integration for Salesforce data and Mailchimp's Advanced Segmentation features like MultiGroups. Watch your business become more efficient in real-time.
Getting Set Up with the Steps
Here’s how to use this particular feature, using Salesforce to Mailchimp as an example:
- When setting up the Sync Profile, select the “Sync Salesforce Campaign/List Members to Mailchimp Group" in Step 1.
- Under the available options, select either of the following:
- Use Salesforce Campaign as List
- Use the Marketing List Package
A third option is using CRM Checkboxes on your records to control which Mailchimp Groups your records are added to under the “Group Title” function in Mailchimp. To enable the Checkbox Feature Add-On, check the left panel on the dashboard - you must have already availed of this particular Add-On for the option to appear.
(If you’re having trouble with CRM Checkboxes, more details can be found here.)
Using “Salesforce Campaign as List”
The Salesforce Campaign as List allows users to integrate each Salesforce Campaign to a Mailchimp Group under a Group title.
Tap the browse button and select the specific Campaign(s). Make sure that these Campaign(s) are set to Active and that you've added at least 1 Contact record per Campaign.
Below is a screenshot of what your screen should look like. You can replace the Mailchimp Group Titles with your preferred titles:
If your settings look like this, or if you’re satisfied with your selections, tap “Update” to update the list.
Then tap the Next button so that the configuration in Step 1 will be saved.
Toggling Campaign Records
In Step 4 of the Sync Profile, the selected Campaign(s) will show up, which will help you to assign an existing Mailchimp Group under a specified Audience for syncing. You can also create a new Mailchimp Group under a new name.
Here’s a screenshot on how to activate the toggle options:
Once done setting up, hit the Save button and then Reset Sync Process and resync.
After the sync is done, check your Mailchimp Audience; the Salesforce Campaign(s) will now be synced to specified Mailchimp Group(s) under each Mailchimp Group Title specified in your integration.
And you’re done!
Let us know what you think of this feature and how we can improve it by reaching out to our 24/7 Support team today!