Customize MailChimp for Salesforce

This feature requires Manager user level or higher.

After you connect MailChimp for Salesforce, you can customize the app to display MailChimp data in Salesforce, and grant team members access to key features. Quickly view subscriber activity and campaign statistics, and coordinate tasks with other Salesforce users.

In this article, you’ll learn how to customize MailChimp for Salesforce.

Before You Start

Customize Page Layouts

To display MailChimp data in Salesforce, like campaign activity, subscription status, and subscriber profile information, click and drag custom components to different sections of your Lead and Contact Layouts.

Take a look at this table for the components and the MailChimp data they display in Salesforce. These components are available for both Lead and Contact Layouts.

Component Available MailChimp Data
MC Subscriber

Email Address associated with a MailChimp subscriber profile.

 

MailChimp Subscriptions

MailChimp list subscription status (subscribed/ unsubscribed). This field is editable.

 

MailChimp Membership

A collection of subscriber data including group membership and campaign activity.

 

Subscriber

A collection of subscriber data including list member activity rating and subscriber profile.

 

Subscriptions A collection of subscriber data including a MailChimp subscriber's associated groups and segments.

 

Access Page Layouts

You can choose components for both your Lead and Contact Layouts. You’ll edit both of these in the Page Layouts section of your Salesforce account.

To access your Page Layouts, follow these steps.

  1. Log in to your Salesforce account.
  2. In the Salesforce navigation panel, click Setup.
    Cusor clicks Setup in the Salesforce Navigation Panel.
  3. Under Build, click the arrow next to Customize.
    Cursor clicks Build.
  4. Click the arrow next to Leads or Contacts.
  5. Click Page Layouts.

Now you’re ready to customize your lead and contact pages to display MailChimp data in Salesforce.

Customize Contact Layout

From Page Layouts, you can edit your Contact Layout to display MailChimp data on each contact’s page. You’ll drag components from the Fields, Buttons, and Visualforce Pages sections at the top of the page and drop them into different areas of your Contact Layout. Components are optional, and you can choose which ones you want to include in your layout to best fit your needs.

To add each component to your Contact Layout, follow these steps.

  1. Click Edit next to Contact Layout.
    Cursor clicks Edit next to Contact Layout.
  2. In the left panel, click Fields.
  3. Click and drag MC Subscriber to the Contact Detail section.
  4. In the left panel, click Buttons.
  5. Click and drag MailChimp Subscriptions to the Custom Buttons area.
  6. In the left panel, click Visualforce Pages.
  7. Individually click and drag MembershipContact, SubscriberContact, and SubscriptionsContact to the Contact Detail section.
  8. Click Save.

Customize Lead Layout

In the same way that you customized your Contact Layout, you can edit your Lead Layout to display MailChimp data as well.

To add each component to your Lead Layout, access Page Layouts, and follow these steps.

  1. Click Edit next to Lead Layout.
  2. In the left panel, click Fields.
  3. Click and drag MC Subscriber to the Lead Detail section.
  4. In the left panel, click Buttons.
  5. Click and drag MailChimp Subscriptions to the Custom Buttons area.
  6. In the left panel, click Visualforce Pages.
  7. Individually click and drag MembershipLead, SubscriberLead, and SubscriptionsLead to the Lead Detail section.
  8. Click Save.

Edit Permission Set Assignments

 You can edit your Salesforce Permission Set Assignments to grant other users access to MailChimp data.

  • MailChimp Users can view MailChimp data in Salesforce.
  • MailChimp Admins can view MailChimp data and use the Query Builder and Campaign Builder to build queries and create MailChimp campaigns in Salesforce.

To edit your Permission Set Assignments, follow these steps.

  1. Log in to your Salesforce account.
  2. Under Administer, click the arrow next to Manage Users.
  3. Click Users.
  4. Click the username you want to edit.
  5. Hover over Permission Set Assignments until the pop-up options appear.
  6. Click Edit Assignments.
  7. You’ll see two sections, Available Permission Sets and Enabled Permission Sets. Choose whether the user should be a MailChimp User or MailChimp Admin, and click Add to move that option into the Enabled Permissions Sets section.
  8. Click Save.

Next Steps

After you connect and customize MailChimp for Salesforce, you can use features like the Query Builder and Campaign Builder to add leads and contacts as subscribers in MailChimp, update MailChimp subscriber information, and create MailChimp campaigns in MailChimp for Salesforce.

MailChimp for Salesforce Features

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