In this article, we will tackle how to set up Mailchimp's powerful Multi-Groups. If wanting an overview SyncApps compared to MC4SF, 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:
- When setting up the Set Up, select the “Sync Salesforce Campaign/List Members to Mailchimp Group" in Step 1.
- 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 Add-On, check the left panel on the dashboard - you must have already availed this particular Add-On for the option to appear.
(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 to a Mailchimp Group under a Group category.
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.
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!
How can I add my Mailchimp Group Members to my Salesforce Campaigns?
Check out the simple steps below:
1. In your Mailchimp Audience > Group Category> Create a Subgroup with Contacts in it, for example, "Group A."
2. In Salesforce, Create a Campaign with the same name of Mailchimp Subgroup -> "Group A."
Setting up your automation
3. Setup SyncApps
A. In Step 1 of the Set Up, enable "Want to use a Campaign or Marketing List to sync Campaign/List Members to Mailchimp?" and select the newly created Campaign in Salesforce, "Group A."
B. In Step 2 of the Set Up, enable the "Display button to manually sync Mailchimp Groups to Salesforce."
C. In the same Step, enable "Allow Multiple Group Category" with Salesforce Campaign Name "Group A" and Mailchimp Group Category used where you can find "Group A" Mailchimp Subgroup.
D. Hit Save, then tap the "Reset Sync Process" button to apply the changes.
F. After tapping the "Reset Sync Process," scroll down where you can see the "Tools," then tap the "Sync Mailchimp Groups to CRM" button.
Once the sync is completed, the Mailchimp Group Contacts are created as new Contacts or Leads in your Salesforce Campaign.
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