Mailchimp + Salesforce: Part 1 - Setup & Sync Contacts
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- Опубліковано 27 лип 2024
- IMPORTANT NOTE: MailChimp has removed their free app from the AppExchange - BUT you are still able to download the free app if you have the link: appexchange.salesforce.com/ap.... There is a new paid app from Beaufort12 that is listed as the 'Official Mailchimp Salesforce integration'. We are sure the free app will be going away. We are currently working on evaluating the new paid app to understand the keys differences and what needs to be bolted on to enhance the integration. We will come out with a video series on how to extend the functionality in the paid app so you can achieve the same results you had with the free app.
• Mailchimp Integration AppExchange Package - appexchange.salesforce.com/ap...
• Blu Ninjas How to Article - bluninjas.com/how-tos/mailchi...
• Best Practices on Audiences in MailChimp - mailchimp.com/help/create-aud...
• Customize MailChimp for Salesforce - mailchimp.com/help/customize-... - contains descriptions for Sync settings
• Code to Run Batch Process in Developer Console for MC Subscriber Activity Data: Database.executeBatch(new MC4SF.ActivityBatch (), 50);
This is the first video of our comprehensive 9-part series on the MailChimp to Salesforce Integration. In this series, we'll guide you through extending the functionality of the MailChimp AppExchange package, empowering you to harness the full potential of this powerful integration.
In this video, we'll dive deep into how to install and configure the MailChimp AppExchange Package and explain in detail how the integration works between the two applications. Learn how to setup queries that will tag your contacts in MailChimp and how to use Segments to filter for Contacts based on Salesforce custom fields. Discover the intricacies of testing and triggering the sync to the MC Subscriber and MC Subscriber Activity custom objects in Salesforce.
CHAPTERS:
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0:00 Intro
1:18 Install Mailchimp Integration App
2:30 Configure Mailchimp for Salesforce App
4:31 Lead Creation Settings
5:34 Map Fields from Salesforce to Mailchimp
7:39 Sync Mailchimp Audience to Salesforce
9:57 How to Configure Member Queries
14:23 How to Create & Use Segments in Mailchimp
15:53 How to Tag Subscribers
19:23 How to Use Formula Fields in Member Queries
22:52 How to Send Email Using Tags
23:29 Configure Lead and Contact Page Layouts
25:10 MC Subscriber Data in Salesforce
29:45 How to handle Emails that do not exist in Salesforce
31:47 How to Sync MC Subscriber Activity Data
33:48 Wrap-up
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn: / fernandescheryl
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#mailchimpintegration #salesforce #mailchimptosalesforce #marketing #marketingoperations #salesforceadmin #mailchimp #salesforceflow #marketingautomation #BluTigerAcademy #salesforceflow - Наука та технологія
Fantastic presentation! Thanks for the hard work to explain these steps so well Cheryl!
Thank you, we are so glad you found it helpful!!
Great tutorial, thank you!
You're very welcome!
Awesome integration guide.
Thank you!
@@BluTigerAcademy You are very welcome. I sent a request on LinkedIn.
Wow, Thank you❤
You're welcome! 😍
This is so helpful! Thank you. I also ran into an issue where the new query pulled 2100 records (email not equal to blank and MC Status equals to Subscribed) but some of the contacts who meet those criteria are not in MailChimp though some are - MC recognizes 510 new contacts from that query. I'd also like to add a filter to the query of MC Subscriber = blank, but that field doesn't show up on the contact query list of fields. I did a work around of a report where the MC Subscriber was blank, pushed to a Campaign and then query on the campaign.
You are welcome! Great idea on using the report. You can also create a formula field and use that in the criteria. This will allow you to check for the MC Subscriber = blank plus whatever else you want to add. We cover this in Part 5: - Deep Dive into Queries, Tags & Segments: ua-cam.com/video/RYyfz8BXGQ4/v-deo.html -> Go to this chapter: 13:35 How to Use Formula Fields to Tag Contacts
Great step by step tutorial and definitely a big help as we look to integrate our SF with MC. Question, it seems the leads are just going one way, SF -> MC to send a campaign email is this correct? Is it possible to take lists from MC, maybe with Tags per each entry in MC and bring those into our SF account? If possible I would be interested in taking MC lists or subscribers and then use those in SF to make sure we are working with the same leads/contacts in our marketing campaigns as well as our opportunities in SF as we connect with various accounts. I would then also like to use the native SF mass email ability to also email large numbers of leads/contacts from my SF account and not just from MC. Any suggestions or video recommendations to see if this is possible?
There is a way to bring in people from MC to SF, but they all come in as Leads. If you are ok with this, then you would do this in the MC Setup tab in Salesforce -> Settings tab -> Allow Mailchimp to Create Leads in Salesforce - turn this setting on. We do not have a video on how to use this feature. I can definitely add it to the list to work on.
For the other question on syncing tags to SF from MC, this is a little complicated due to how this data is stored in SF. There is a field called 'Static Segments' on the 'MC Subscriber' record. This is a text string that lists an Id for each tag the contact has in MC. These Ids correspond to records in the 'MC Static Segment' object in SF. The data exists in SF for us to use, it would just take a little bit of flow magic to make it usable. We can do a video on this as well, we just need to better understand your use case. Are you looking to run a report of leads or contacts with a specific MC tag in SF? Give us a little bit more context, so we can build a solid scenario to illustrate in a video.
One more recommendation, if you are using SF to solicit people via mass email, this is not recommended for many reasons. One big reason is SF does not have a built in way to allow people to unsubscribe from emails.
@@BluTigerAcademy Thanks for the reply and definitely helps understand the connection between SF and MC much better. Good to know you can bring in lists into SF from MC but understand how this won't be ideal since they will all be leads. Ideally would think a smooth connection going both ways between the two would help keep both the marketing (MC) team and the sales (SF) reps platforms up to date as clients might change an email, move to a different company so need to be attached to a different account with a prior contact no longer being associated with a specific account, and making sure any bounced emails sent/received can be updated on both platforms at the same time but it doesn't sound like that could be done with a smooth process, unless I'm wrong?? Sound like the tags question I asked would be a complicated process and might just stay away from that. Would like to hear more about reasons not to mass email out of SF especially if you just add some verbiage to the signature of the email mentioning to reply back saying unsubscribe to opt them out. Any info you have on this and what is ideal would be appreciated. Is there a good email to correspond with besides this comment section? ;-)
@kazar54 You are bringing up great questions that others may have, I would love to keep the conversation here so others can benefit from the commentary or chime in! I want to preface this with we are not email marketing experts, we have just learned a lot over the years and have learned best practices from working with many marketing consultants.
You are absolutely correct, you can add verbiage to the email telling the recipient to reply back and unsubscribe, but then you have a manual process to unsubscribe them. We have a video that covers this process and the steps you must take in order to unsubscribe a person from SF and have it update MC: ua-cam.com/video/pkw6dx1SC88/v-deo.html The process is not straight forward because MC cannot see anyone in SF with Email Opt Out = True, you have to build a workaround.
We have another video on how to handle email address changes: ua-cam.com/video/npn_F2ZHsMQ/v-deo.html This is not straight forward either because if you change an email address on a Contact, the same person will have two Contacts in MC.
If someone changes companies, we would recommend you mark the old Contact with Status = Inactive and then create a new Contact with the new email address under the new company. The Status change on the old contact should sync to MC and then you can auto archive them. We have another video describing this how to do this process: ua-cam.com/video/E6ZKXTJWCk8/v-deo.html
Here is a list of reasons why we would recommend not using SF for mass emails if you have MC or another marketing automation system -> would love to hear from others if they agree/disagree:
- Automated unsubscribe process with ability to manage email preferences
- Email Metrics - mass emails from SF do now give you a comprehensive view of how an email performed. You will not get any unsusbcribe, open, bounce or click rates
- Track which links are clicked in an email - SF mass email cannot do this
- SF emails go to spam folders (there is a way to get around this - requires the setup of DKIM Keys and SPF records)
- Marketing automation systems provide sending domains and dedicated IP addresses - this protects your domain and IP
My question is why would you prefer to send emails from SF over MC? I am super curious on your use case.
@@BluTigerAcademy Great info and thanks for sharing the videos and links. I will definitely check them out and it is also great to hear your processes and recommendations come from years of work so they are tested and validated. As far as why I am asking. If we email from SF then it is logged as an activity in SF whereas we haven't been able to do this in SF when sending mass emails from MC so we didn't have a logged call of an email being sent to the lead and contact.
Question for contacts and leads in SF, if we have a client as a contact should they also have a lead registered or just a Contact? When we import lists into SF we end up importing clients who are already a contact so there ends up being a lead registered/noted in SF as well due to the import of a list we had. Didn't know if having both is not a best practice and either or is there any justification on why to have only one or another? I understand if a client has no opportunity associated with them then they would stay as a lead until converted later but not sure about those who have converted to a Contact. Look forward to seeing your suggestions. BTW, are you on twittter, FB or IG at all? Didn't know if we could follow more Blu Tiger content on those channels as well or just a UA-cam Channel presence.Thanks
Thank you for sharing your use case. We recommend using Campaigns and Campaign Members to store all marketing email related activities. This way the marketing and sales activities are segregated and you can get the email metrics at the campaign level. In my experience, if marketing stores all of their email related activity in Activities, then it is more difficult for sales to find their emails, meetings and tasks. We have a video that describes how to sync MC Campaigns to SF Campaigns: ua-cam.com/video/owG9XEcW4Wc/v-deo.html and then another video on how to add Campaign Members to those campaigns: ua-cam.com/video/Vu4z68NiQxg/v-deo.html
On your Leads and Contacts question - if someone exists as a Contact, you do not want them to exist as a Lead - this would be considered a duplicate. We have a video that describes how to import a list without creating duplicate Lead records for Contacts if you do not have a tool like DemandTools to cross reference the data: ua-cam.com/video/r28sv2_lloQ/v-deo.html This video is our recommendation for managing Leads and Contacts in a B2B environment. We recommend going through this multi-step process for list imports: (1) Cross reference with existing Contacts (2) Cross reference company with existing Accounts (3) Cross reference with existing Leads
We do not have any other channels at this time but appreciate your interest in them!
Thank you so much for this tutorial! Really informative and presented so well. I've followed your steps within the query setup and am coming across a hiccup. After selecting the audience, creating the filters, then am shown a preview of which leads fit within the filters I've selected. But when I progress to save and run the query, it returns zero subscribers added. Data sync is on in my settings. Any ideas what could be causing this? Thank you so much!
Hi @MikkiSkinner-vq8eq, you are very welcome! If the email addresses that came into your query are already in MailChimp, it will not show any subscribers were added. Can you confirm if you already have those people in MailChimp?
@@BluTigerAcademy Very much appreciate your reply and willingness to troubleshoot! The email address are not currently in MailChimp.
@MikkiSkinner-vq8eq Does the Last Status = Success in the Member Queries tab for the query? Another question, in the preview screen what does the Subscriber Status show for the leads/contacts?
@@BluTigerAcademy Yes, the Last Status is reflecting Success in the Member Queries tab. In the preview screen, the Subscriber Status is showing "New". Interestingly, three new leads were created yesterday via our website that came into SF. Those three went through the query and have imported into Mailchimp successfully! So now, just trying to figure out how to migrate the ones created prior to setting up the query. Again, you all are so amazing for helping and troubleshooting! Much appreciated!
@@MikkiSkinner-vq8eqThat you for the explanation!! You need to run a mass update to the existing records to trigger the last modified date to be today's date. You can run an export via data loader with just the ID in the file. Then run an update with only the Id in the file to trigger the Last Modified Date to change. This should then make the query pick up the existing records. I think we have a video on how to do this somewhere, let me know if you need me to dig that up for you.
Hi there, I am trying to import all contacts into MC through a query saying Email not equal to null. In the query preview I see all the names, but when I run it. Nothing comes through. Im looking at about 8,000 contacts. Any help would be really appreciated. Great content!
Hmm, it is difficult to say what the issue is for sure as I have not run into this specific. One guess is that you need to trigger an update to your Contact records or make the Last Run Date a date prior to the most recently modified date on your Contact records. In the Name and Schedule screen (the 4th step when setting up an MC Query) it has the following instructions ->
"Last Run Date reflects the date and time that the query was last run. Each time the query runs, it will fetch all records created or updated after the Last Run Date.
If you would like to run the query for records that were created or updated before this date (for example, the query filters were updated), you can do this by editing the Last Run Date to a date in the past that is before the date that your records were created or updated. The next time the query runs, it will query all records created or updated after the date you specify in Last Run Date."
If setting the Last Run Date to a date in the past does not work, run an export using data loader with only the ContactId in the export. Then run an update with only the Id mapped. This will update the Last Modified date of the record to be the time you ran the update.
If this is not the issue, some other things you can check: (1) Make sure Data Sync is enabled in the MC Setup tab -> Settings -> Data Sync (2) Check field mapping and make sure First Name and Last Name fields are mapped
Let us know if you get this resolved.
Hi @@BluTigerAcademy i am facing an issue where not all the contacts are synching to mailchimp , for example query preview shows around 450 records but only 100 subscribers are getting created in mailchimp , i have tried above options by updating the contacts and then put last modified date 1 day before. Any help would be really appreciated. Thanks
@@sunilmanth1218 Please tell me the exact filters you are using in your query. Also what date do you have in the Last Run Date.
Question: I am organizing my mailchimp segments with a group: Type: Customer, Prospect, Prior Customer, Other. Is there any way to Remove a selection from a group using mailchimp+Salesforce. For example, if a Prospect becomes a Customer I have it sync and Check the Customer box, but it doesn't uncheck Prospect. So they end up in both segments. We manually edit it now, but this would be awesome If i could resolve this. **We have a ton of tags and don't want to use those for this, but i also don't think you can remove tags via the sync either. Thanks for any help.
@TravThompson We would love to help and have some questions to better understand your scenario.
- Can you explain what you mean by a 'group'?
- Are the Types field(s) in Salesforce, Mailchimp or both? If in Salesforce, which object is the Type field on?
- Are the Types are a single picklist field or many checkbox fields. It sounds like you have many checkboxes, but wanted to confirm.
Thanks for the reply@@BluTigerAcademy , I actually figured it out (after getting to your part 10). JOURNEYS in Mailchimp. The Mailchimp groups and tags you can select in the first part of a Member Query in Salesforce + Mailchimp integration are only addative. I needed a way to UnGroup from one, when they had a differnet selection. Journeys has an UnGroup function.
Glad you figured it out! Thank you for sharing your solution with us! 😀
@@TravThompson what triggers the journey?
I just really wished you would have used Scrappy Doo instead of Shaggy. Shaggy and Scooby aren't brothers. That is just silly :)
LMAO...Love this...you are not wrong! I will make sure we get our Scooby Doo characters named correctly for future videos! Thanks for the laugh 😁