Start

Give your process a name and choose ‘Scheduled – a recurring process’

Schedule

Select how often you want the process to run. Click on the Calendar icon to select a date and the Clock icon to select a time

Retrieval

Select the Mailchimp Campaign from the dropdown

Engagements

Select what data you want to retrieve from Mailchimp. You can apply a date to start from and choose to retrieve positive activities of Opens and Clicks

Issues and Bounces

Select which issues or bounces should be retrieved and if they should be removed from the Salesforce campaign

Salesforce Settings

Select the Salesforce Campaign that you wish to update or create a new Campaign within Salesforce

Campaign Details

Set the details for the Salesforce Campaign

Matching

Select how you want Contacts and leads to be match on

Review and Confirm

Review your process and then click on ‘save’ to run the process