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Template Manager

Chimpegration for Salesforce User Guide

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  • Introduction and Signing Up
  • Getting Started
    • Fields to Review or Create
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  • Mailchimp Data Update
    • Creating an Ad Hoc (one off) Mailchimp Data Update
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  • Salesforce Data Update Process
    • Creating an Ad Hoc (one off) Salesforce Data Update
    • Creating a Scheduled Salesforce Update
    • Creating a Realtime Salesforce Update
  • Activity Manager Process
    • Adding an ad hoc (one off) process
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  • View Results – Process Cards
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  5. Template Manager

Template Manager

This area shows you all existing templates. You can activate and deactivate templates (useful for realtime and scheduled updates) and delete templates no longer in use.

To see the set-up or details of a template you will need to go to the appropriate process and choose ‘edit’.

For Adhoc Processes, you can rerun them by clicking on ‘rerun’

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