The term ‘Campaign’ has several usages in Chimpegration for Salesforce, so it is important you understand the terminology and what it relates to. Both Mailchimp and Salesforce use the term ‘Campaign’ and although they are very similar in nature, there are differences that Chimpegration for Salesforce highlights.

Mailchimp Campaign/ MC Campaign

The term ‘Campaign’ in Mailchimp is used to describe when an email is sent out from Mailchimp. For the purposes of Chimpegration for Salesforce and this User Guides, the term ‘Campaign’ when used in conjunction with Mailchimp shall be referred to as ‘Mailchimp Campaign’ or ‘MC Campaign’

Salesforce Campaign/ SF Campaign

The term ‘Campaign’ in Salesforce describes a piece of functionality designed to capture sales and marketing activities. The ‘campaign’ functionality is purposefully open so that users can use it for a number of purposes. For Chimpegration for Salesforce, we have created a template ‘campaign’ with specific fields and objects that allow for a suitable integration with Mailchimp. This template ‘campaign’ shall be referred to as a ‘Salesforce Campaign’ or ‘SF Campaign’ for this User Guide.

Within the Chimpegration Salesforce app, users can create a ‘Mailchimp Campaign’ to be used in conjunction with a MC Campaign, but is, in fact, a ‘SF Campaign’. When choosing to create a SF Campaign from within a Chimpegration process, the correct type of campaign within Salesforce will be used.

NOTE: Please do NOT use the ‘New Campaign’ option found within the ‘Campaigns’ top menu. This will just create a basic Salesforce campaign without the necessary fields and objects Chimpegration will need to integrate with Mailchimp.

Two Approaches to SF Campaigns

Given the open nature of SF Campaigns, there are two ways in which users might wish to use them in relation to Mailchimp.

1. The most obvious approach is a like-for-like parity of the MC Campaign, where all of the Mailchimp activity within a specific campaign is represented in Salesforce. So, the name of the Mailchimp Campaign, the date it was sent and who was it sent to, as well as who opened, clicked, unsubscribed, hard bounced and marked as spam. An ‘Activity’ Salesforce Campaign if you will.
   
   
2. The second approach is to use a SF Campaign as a container/grouping tool to gather Salesforce Contacts and Leads into a singular place. This ‘Container’ SF Campaign could be used to represent a specific segment for a generic purpose or Group such as those who should get monthly email Newsletters. You would use this ‘Container’ SF Campaign to tell Chimpegration what records need to be added or updated to Mailchimp. Once those records have been sent a MC Campaign, you would have Chimpegration update the ‘Container’ SF Campaign to manage unsubscribes and hard bounces, whilst also running a second Chimpegration process which creates a new ‘ Activity’ SF Campaign to record the Mailchimp activity of who was sent, opened and clicked the MC Campaign email