MailChimp is a great tool to connect and engage with your contacts in Salesforce to encourage them to purchase products, services or donate to your cause.
Connecting MailChimp with the built-in Salesforce integration.
1. Once logged into your MailChimp account, click on your profile name in the top right corner and then on Account.
2. Click the Integrations tab, find Salesforce and click Connect which will open the Salesforce authorisation login page.
3. Use your Salesforce credentials and login to your account - this will complete the connection. A message will pop up that notifies you that your accounts have been connected.
Importing Contacts from Salesforce
With a connection now established between Salesforce and MailChimp you can easily import your contacts to MailChimp.
Create a List1. From the top menu select the Lists tab. 2. Click the Create List button, then fill in the appropriate details for the list and then click Save 3. Find the list you just created and click the dropdown menu and select Import. 4. From the picklist select Integrated service and then select the Salesforce icon and click Next. 5. From the list of fields you will generally only need to select the Email Address, First Name and Last Name. To move on tick the checkbox that says you understand that your billing plan may be upgraded depending if the number of contacts you import exceeds your current billing plan. Click Next. 6. Review the settings for your current import and then click Import. Note: The process of importing contacts from Salesforce into your MailChimp list can be repeated at any time.
Updating Contact Information in MailChimp
To update your list from Salesforce, save your Salesforce contacts out as a CSV file, go back to your list, select Auto-update my existing list and then upload the CSV file. This will update the subscribers with any changes made in Salesforce such as a change of email or name.