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How to leverage the Salesforce Nonprofit Success Pack Features for Your Integration in SyncApps

Issue:

New to SyncApps or NSPS? Salesforce SyncApps integration now has features dedicated for the Non-Profit Success Pack. It may take some time to understand how to leverage them to the fullest, so we suggest you start with this quick overview.

Solution:

NPSP Feature: Check Personal, Work, and Alternate email for new records creation from Mailchimp

 
  • This feature is mainly for new records creation from Mailchimp to Salesforce. You can use it to check each email address and see if it already exists in Salesforce and/or if it's under those record's non-preferred email addresses like Personal, Work, or Alternate email addresses.
  • If this feature is enabled, SyncApps will look at these email fields to see if that newly created record from your Marketing Automation software already exists under those fields:
  npe01__HomeEmail__c
  npe01__WorkEmail__c
  npe01__AlternateEmail__c
  • If the email address already exists as one of those non-preferred email fields then SyncApps will not update or marry those to that Salesforce record.
  • For Campaign Responses, if this NPSP feature is enabled and "Sync Campaign Responses to all matching records" is also enabled, then we can sync the updates from those non-preferred email addresses to the Main (preferred email) record.

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Example scenario for Mailchimp with Salesforce SyncApps:

  • In Salesforce, johndoe@cazoomi.com is the Preferred email, and jsmith@cazoom.com is the work email under johndoe@cazoomi.com record. 
  • Now, in Mailchimp, these two are separate contacts, they both received the newsletters in Mailchimp. When syncing back to Salesforce, since the above features are enabled, what happens is that Jsmith's work email-nonpreferred in Campaign responses will be synced to John Doe's preferred email record in Salesforce.​

NPSP Feature: Create Organization Affiliation only for new records creation from Mailchimp

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This feature is ideal for nonprofits that rely on donations.

  • For example, you can see that a new record in Mailchimp donated to your nonprofit from their own pocket, not from that of the organization they are part of. Instead of creating/syncing the Company name in Mailchimp to the Company name/Account Name/ Org name in Salesforce NPSP, we will create an Affiliation (Household account) for that record instead. This way, you can keep better track of who donated and whether their donation had anything to do with their work affiliation or not.

Need some help?

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