Mailchimp + Salesforce: Part 10 - How to Archive Contacts in Mailchimp
IMPORTANT NOTE: MailChimp has removed their free app from the AppExchange - BUT you are still able to download the free app if you have the link: https://appexchange.salesforce.com/ap.... There is a new paid app from Beaufort12 that is listed as the 'Official Mailchimp Salesforce integration'. We are sure the free app will be going away and this means all of the enhancements we show you in this video will be obsolete. We are currently working on evaluating the new paid app to understand the keys differences and what needs to be bolted on to enhance the integration. We will come out with a video series on how to extend the functionality in the paid app so you can achieve the same results you had with the free app.
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In this video, we will show you how to manage the number of contacts in Mailchimp. The Mailchimp pricing is dependent on the # of contacts you have. Keeping your Mailchimp database clean and free of old contacts will help to keep costs down. We are going to show you 5 ways you can identify contacts that need to be archived, so you are not paying for contacts who are old, bounced or no longer your customers.
Learn how you can automate the archival process using Mailchimp Queries & Journeys:
1. Archive Inactive Contacts
2. Archive Unqualified Leads
3. Archive Contacts who are no longer your customers
Learn about quarterly/annual clean up activities you can do in Mailchimp to identify and archive old contacts:
1. Archive Contacts who have not opened an email in over a year
2. Archive Contacts who have a Contact Rating = 1
3. Archive Contacts with Status = Cleaned
CHAPTERS:
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0:00 Intro
0:47 Tag Inactive Contacts Using a Mailchimp Query
3:08 Create Mailchimp Journey to Archive Contacts
5:40 Tag Archive Unqualified Leads Using a Mailchimp Query
7:29 Update Journey to Archive Leads
9:23 Archive Contacts Related to Previous Customers Using a Mailchimp Query
12:15 Update Journey to Include Previous Customers
13:39 Create Segments to Identify Contacts to Archive
18:03 Wrap-Up
Music:
Song: Breathing Now (Instrumental Version)
By: Craig Reever on Epidemic Sound
Song: I Met You in the Summer (Instrumental Version)
By: Loving Caliber on Epidemic Sound
Song: Paridisio (Instrumental Version)
By: Craig Reever on Epidemic Sound
Song: Volcano (Instrumental Version)
By: Frigga on Epidemic Sound
About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.
Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem.
Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.
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