Mailchimp + Salesforce: Part 6 - Sync Campaign Members from 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.
Link to Asset Files - Apex Class, Apex Trigger Code, Script to Run MC Subscriber Batch + How to Deploy to Production: https://bluninjas.com/how-tos/mailchi...
Link to Campaign Member Status Walloper App on AppExchange: https://appexchange.salesforce.com/ap...
Blu Tiger Academy Video on How to Configure Campaign Member Status Walloper: • Automate Creation of Campaign Member Statu...
Script to Run MC Subscriber Activity Batch (11:30): Database.executeBatch(new MC4SF.ActivityBatch(), 50);
This video will show you how to write an automation that will add campaign members to your Salesforce campaigns when emails are sent to your Leads and Contacts via Mailchimp. The Mailchimp integration creates records in the MC Subscriber Activity object each time a person receives an email or interacts with your email. We can use these records to create campaign members and update their campaign member status based on their engagement with the email.
We will walk you through how to create two apex classes and an apex trigger that will control the automation. We tried to use flow, but the flow was running into duplicate errors when processing more than one MC Subscriber Activity record for a single Contact in the same batch. There is no way for us to control the batch size in the Mailchimp package, so the only way to automate this is with Apex.
If you are not developer, don't worry! These instructions should be thorough enough to help you from start to finish. If you get stuck, reach out to us in the comments below - we are happy to help!
The steps in this video are dependent on the steps you completed in Part 3 - Sync Mailchimp Campaigns to Salesforce Campaigns using flow. If you have not completed the steps in part 3, the automations in this video will not work properly.
CHAPTERS:
---------------------------------------------------
0:00 Intro
1:30 Review Mailchimp Sync Settings for Activities
2:02 Create Custom Field on MC Campaign
3:25 Update Flow from Part 3
5:02 Create Apex Classes
7:25 Apex Trigger
9:03 How to Test if Campaign Members are Created
10:20 Check Campaign Member Statuses
11:20 Run Mailchimp MC Subscriber Activity Batch
12:30 Check MC Subscriber Activity Records
13:54 Test Opening & Clicking Email to Update Status
15:54 Deploy to Production
16:45 Wrap-Up
Music:
Song: Keep It Down
Music by: Shiruky on Epidemic Sound
Music:
Song: KOLOSS
Music by: ELFL on Epidemic Sound
Music:
Song: Alienated
Music by: ELFL 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.
Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn: / fernandescheryl
Blu Ninjas on LinkedIn: / blu-ninjas
Blu Ninjas How To's: https://bluninjas.com/how-tos/
#mailchimpintegration #salesforce #mailchimptosalesforce #marketing #marketingoperations #salesforceadmin #mailchimp #salesforceflow #marketingautomation #BluTigerAcademy