How to Install ChimpSync

IMPORTANT: If you’re using a version older than 1.27, the setup instructions can be found here
Additionally, since version 1.27 a deployed “my Domain” is required as you will not be able to properly set up the app without it.

In order to install ChimpSync, your user will require administrator privileges in Salesforce.

Start your install by clicking on the link you received in email or from Appexchange.

 

Whe prompted, choose which users you wish to install the app for.

Once the app is installed, navigate to the app via the App Menu, then go to ChimpSync Settings Tab

This is where a connection between the two environments must be established. First, authorize Salesforce access by clicking the “Connect Salesforce” button. You’ll be prompted for your credentials, and then for your authorization to allow the app access to your Salesforce data.

Once this is done, click “Connect Mailchimp”, and do the same again for your MailChimp account.

When a connection to both services is correctly configured, the status of both should be “connected”, and the title bar should show your ChimpSync License info, number of syncs remaning for free licenses, your Salesforce org ID and your MailChimp instance.

Once this is done, navigate to the 2nd setup tab, and sync your MailChimp lists (now referred to as Audiences). This step is crucial as you should never create MailChimp List records in Salesforce, but instead always sync them from your MailChimp account. Whenever you add a new List/Audience, make sure to refresh them on this page using the “Sync Lists” button.

 

You no need to add ChimpSync-related fields and buttons to your layouts. First let’s do this for the Campaign object. Go to the layout editor for the selected layout you want to use for Mailchimp campaigns, and add a new section called ChimpSync, and inside it add the 4 fields: MailChimp List, Sync Member Activity, Last ChimpSync and MailChimp Campaign ID.

The, add the Synchronize with MailChimp button which you’ll find under Lightning Experience Actions

Lastly add the “Campaign History” and “Chimpsync Campaign Member Statistics” related lists. We suggest customizing the related lists by adding additional fields to the display with info that’s particularly important to you.

If you’re still using Salesforce Classic, rather than the aforementioned button, add a visualforce component called “ChimpSyncButtons” to the page instead. The recommended component height is 50px.

ChimpSync can display live recent MailChimp activity for a Lead or Contact record, directly from MailChimp without storing any data in your Salesforce instance.

In order to set this up, navigate to Setup, then select the Object Manager tab. Select either the Lead or Contact objects, and then navigate to Lightning Record Pages tab on the left tab menu, and selected the lightning page you wish to add the component to.

Once the app builder is loaded add the “MailChimp Subscriber Activity” component to the page. You’ll find the component at the botton left, under Custom – Managed.

 

  1. Go to Your Name | Setup | Customize | Contact | Page Layout
  2. Add Visualforce page called Subscriber Activity – Contact
  3. Set up Visualforce page properties so it allows scrollbars
  4. Save changes

Repeat the same for Lead object

Sync your Salesforce data with MailChimp

IMPORTANT: If you’re using a version older than 1.27, the syncing instructions can be found here

Let’s walk through a typical usage scenario.

First, create a new campaign and set the MailChimp List you wish to sync your campaign members to. Setting a list is required, so you won’t be able to sync without setting it.

For each new MailChimp campaign you also have an option to transfer subscriber activity back to Salesforce. You can do this by leaving the Sync Member Activity on the Campaign page always checked. If you uncheck it, your new campaigns will only sync summary stats.

Once that’s done, add some campaign members. You can use either Add Leads/Contacts buttons…

… or preferably use a Contact/Lead based report to segment your campaign members, then add them to the Campaign using the Add to Campaign report option.

Once you’ve sucessfuly segmented your userbase, find the “Synchronize with MailChimp” button.

Then select the Create new campaign in MailChimp option and press Start.

 

The sync can take a while, depending on the number of your campaign members, so once the sync is completed you’ll receive an email with the sync report.

It is important to note that using ChimpSync, you can create multiple MailChimp campaigns for every Salesforce campaign.

This is especially useful for e.g. sending out regular newsletter emails. For all campaigns created with ChimpSync you will receive summary statistics of corresponding MailChimp campaigns. These statistics are recorded in Campaign History records.

If you need to make some last minute adjustments to your campign members and you want to add new members to Salesforce campaign or you remove some of them, you can update the last synced campaign in MailChimp, provided it is still in Draft status. In order to perform a campaign member update, simply use the Synchronize button again and select the second option.

Once a campaign has been sent in MailChimp and sufficient time has passed, you might want to retrieve those campaign results and bring them over to Salesforce for some additional analysis. You can do so using the third, Sync campaign reports option on the Sync button popup form.

As mentioned, depending on whether or not you chose the Sync member Activity option before first syncing the campaign to MailChimp, the campaign stats (opens, clicks, etc…) will either be transferred to Salesforce only at a campaign level, or at a campaign member level.

Changelog

  • ChimpSync is now 100% Lightning compatible. As a result, enabling “my Domain” is now a requirement. Do NOT install version 1.27 unless you have this enabled.
  • Setup has been completely reworked. It now allows user to change Salesforce/MailChimp auth
  • List Sync has an improved interface
  • MailChimp list properties & stats now sync to Salesforce
  • Mailchimp Subscriber Activity on Contact/Lead is now available as a Lightning Component

Administrators of Sales Cloud orgs with Saleforce Enterprise license will have to add Field Accessibility to new fields and objects to profiles or permission sets in line with their security policy.

Copyright: Agilcon d.o.o. 2019

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