Syncs Mailchimp with Salesforce
Clean up Mailchimp
DO NOT install this app if Mailchimp is in a bit of a mess. Clean up Mailchimp first, then sync to Salesforce.
On Install, grant access to all third party sites. The Login.mailchimp is encrypted, but the api sites are not.
Once installed go to the Mailchimp App.
Login to Mailchimp. It uses OAuth which is good. Remember to select the right account when you are in Mailchimp so you don't accidentally sync the wrong Mailchimp org with your org (if you have multiple orgs in your Mailchimp account).
At this stage I would strongly advise against creating Leads in Salesforce, UNLESS you have a number of relevant fields in Mailchimp.
Choose to Map Fields
It will go through each of the lists you have in Mailchimp and ask you how you are going to map the Mailchimp fields to Salesforce Leads and Contacts.
At this stage ensure you set the Sync Setting to "Sync Subscribers Only" or keeping only around 7 days of data. It is completely irrelevant to sync any more data than that as it is already in Mailchimp, you can get to it in one click from the Contact, and it just chews up your Salesforce Data Usage.
The Mailchimp Setup Dashboard will be shown with all your Lists and all your Campaigns.
Set up the Contact and Lead Page Layouts as per the documentation.
Click to turn on Hourly Sync. If all fields in your lists have not been mapped, it will warn you. All fields in your lists SHOULD be mapped.
Group Edition Usage:
We can only create a limited set of reports with MailChimp in Group Edition, as it does not support custom report types. Reports on contacts that have MC subscriber associated to it are possible to create. However, we can not create reports on MC Subscriber that does not have contact associated with it and reports with contacts that do not have MC subscriber.
Except for this limitation, Mailchimp works great in Group Edition.
Setting up Mailchimp and Mailchimp for Salesforce from scratch
- Create Mailchimp Account.
- Edit the Settings
- Date / Time and Format settings
- Verify your domains
- Decide if your emails are public (and have an archive page) or private.
- Set up your profile
- Set up one (or more, but not usual) List(s) and set List Information including your address and the "reason you are on the list" field.
- Add the fields to the list that you want to capture.
- Have a good reason for anything other than First Name, Last Name and Email Address
- Eg to properly segment your data.
- And do you even need their name? What are you going to do with it.
- Create a Template for your Campaign. There are a few ways to do this:
- Use one of the standard templates
- Get a designer to design a template for you.
- Contact me to get in contact with a great template developer who can create you a great template from any design for very little cost.
- Create a Campaign
- Create a test one to start
- Optionally link to Social Media
- Test your campaign
- It's a good idea to test receiving to Gmail and Outlook and on the desktop, tablet and mobile phone.
- Import your data
- Old contacts you have in a CSV file.
- Install Mailchimp for Salesforce
- Connect Mailchimp to Salesforce
- Sync Mailchimp with Salesforce
- Report on contacts that are in Mailchimp but not Salesforce
- Decide if they need to be in Salesforce - you may not have enough information to create the contacts in Salesforce.
- Create any Mailchimp Queries to add new contacts from Salesforce to Mailchimp.
- Create your real Campaign.
- Test it.
- Send your campaign to your contacts!