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Fields to Review or Create

Mailchimp

  • You may need to add an Audience, or add new fields to an existing one
  • Consider your Audience Settings and Merge Tags
    • To add the Salesforce Contact/Lead ID or Address fields, make sure they are set up as text fields (Mailchimp formatted fields don’t play nicely with Salesforce fields).
  • You may want/need to add GDPR fields

Salesforce

  • If your Salesforce allow the same email address to be present across multiple contact or lead records, consider adding a checkbox or picklist field to help Chimpegration to determine which record it should update. See here for more information about ‘shared email settings’.
  • If you would like to record the status of a record in Mailchimp on to the associated record within Salesforce, consider adding a Custom Picklist field with the values of ‘Subscribed’, ‘Unsubscribed’, ‘Hard Bounced’, and ‘Marked as Spam’. See here for more information on how Chimpegration can update this field