Connect MailChimp for Salesforce to manage MailChimp subscribers from Salesforce leads and contacts, upload MailChimp subscribers as Salesforce leads, build segments in your MailChimp list, and view MailChimp campaign activity and reports in Salesforce.
In this article, you'll find answers to some common questions about MailChimp for Salesforce.
Is Lightning Experience supported?
MailChimp for Salesforce supports both Classic and Lightning versions of Salesforce. Functionality is the same, but the layout will be slightly different. All MailChimp Knowledge Base articles refer to the Classic layout, unless otherwise noted.
Person accounts are a hybrid of contacts and accounts within Salesforce, so each person account is a separate contact and account record. Unlike other accounts in Salesforce, which are designed for business to business, person accounts are for companies that use a business-to-consumer model.
Person accounts are supported for use with MailChimp for Salesforce.
When a subscriber is deleted from a list in MailChimp, it doesn't affect the profile of the associated contact or lead in Salesforce.
When a list is deleted in MailChimp, it doesn't affect the profiles of the associated contacts or leads in Salesforce.
When a subscriber unsubscribes from a MailChimp list, their subscription status appears on the MailChimp Subscriptions page. To view the MailChimp Subscriptions page, navigate to the Contact or Lead record, and click Manage Subscriptions in the MailChimp Subscriber section.
The Email Opt Out field on their Salesforce Contact or Lead record will not change.
Contacts and leads are updated during automatic data sync based on the date in the Profile Updated field for the associated subscriber profile in MailChimp. The contact or lead profile in Salesforce will display the information that was available during the last sync.
Manual queries will add new contacts to your MailChimp list, but will not update information for existing contacts.
As part of data sync, campaign activity is updated daily at midnight. Data sync passes over the 50 most recent instances of campaign activity, like sends, opens, and clicks, for each lead or contact added to a MailChimp list.
Use the automatic Query Builder to add contacts and leads to groups. You can also add subscribers to groups through their Contacts or Leads record in Salesforce. Keep in mind that manual queries will add new subscribers to your MailChimp list, but won't update existing subscriber information.
Groups can't be created in Salesforce, and must be created in your MailChimp account.
Use the Query Builder to create static segments that are added to your MailChimp account. These static segments will update as leads and contacts meet the query criteria.
If a contact or lead is updated in Salesforce and no longer meets the query criteria, they won't be removed from the static segment in MailChimp. If you need to remove a subscriber from a static segment, delete the segment from your MailChimp account and run the query to rebuild it.
Unlike the built-in Salesforce integration, MailChimp for Salesforce makes calls against the MailChimp API rather than the Salesforce API. If you are seeing an unusually high number of API calls, disconnect the built-in integration.
Salesforce data always takes priority over MailChimp data when data sync is enabled. If a MailChimp subscriber profile is edited, those changes will not overwrite the data in Salesforce. If a Salesforce Contact or Lead Record is edited, those changes will overwrite MailChimp subscriber data during the next sync.
Validation Rules are requirements for field data. These rules need particular fields to be filled in order to save changes, need particular ranges of numerical values, or need particular date ranges for the field to be saved. Validation Rules are set separately for contacts and leads within Salesforce.
Picklists, checkboxes, and date fields in the Contact or Lead record can be mapped to MailChimp list fields.
- A picklist field in Salesforce can be mapped to a drop-down or text field in MailChimp
- A checkbox field in Salesforce can be mapped to a text field in MailChimp
- A date field in Salesforce can be mapped to a date or text field in MailChimp
- A text field in Salesforce can be mapped to a text field in MailChimp
- A number field in Salesforce can be mapped to a number field in MailChimp