In this article, we will tackle how to set up Mailchimp's powerful Multi-Groups. If you'd like an overview SyncApps compared to MC4SF, you can see our writeup here.
Let's look at how it works inside the automation Set Up in SyncApps.
Mailchimp Groups are a fun and efficient way to order many types of data, like Salesforce Campaigns, CRM Marketing Lists, NetSuite Saved Searches, and CRM Checkboxes.
The problem is that manually inputting all the Group's data can be tedious and time-consuming, especially when starting from scratch.
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 Multi-Groups. Watch your business become more efficient in real time.
Getting Started with the Steps
Here’s how this particular feature works using Salesforce Campaigns and Mailchimp as an example:
- Select the Sync Salesforce Campaign/List Members to Mailchimp Group feature in Step 1 when setting up the Set Up.
- Under the available options, select either of the following:
- Use Salesforce Campaigns
- Use List Views
A third option is using CRM Checkboxes on your records to control which Mailchimp Groups your records are added to under the “Group Category” function in Mailchimp. To enable the Checkbox Feature use the Segmentation area and choose it.
(If you’re having trouble with CRM Checkboxes, more details can be found here.)
Using the “Salesforce Campaigns” prebuilt automation
The Salesforce Campaign allows subscribers to integrate each Salesforce Campaign into a Mailchimp Group under a Group category.
Tap the browse button and select the specific Campaign(s). Ensure that these Campaign(s) are set to Active and that you've added at least 1 Contact record per Campaign.
If you’re satisfied with your selections, tap “Update” to update the list.
Then tap the Next button to save the configuration in Step 1.
Toggling Campaign Records
In Step 2 of your Set Up, 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.
Once done setting up, hit the Save button, 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 Category specified in your integration.
And you’re done!
You can repeat these same steps if you are syncing Zoho, NetSuite, or 365, as using Saved Searches and Marketing Lists are both supported by our Mailchimp Multi-Group feature.
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