Multiple MailChimp mailing lists syncing into Salesforce CRM using SyncApps?

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If I have several lists in mailchimp, can I use Cazoomi to keep them in sync with my Contacts in Salesforce that are tagged to correspond with these mailing lists? In Salesforce, we use the "Mailing List Membership" field to state which mailing list people are subscribed to. We'd like to have this field stay in sync with the mailchimp subscriptions as well. Is that possible or does Cazoomi only work for one mailing list?

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Clint Wilson (Community Ambassador) February 23, 2012 21:06

@cabraham

Thanks for signing up to our free trial and we will automatically sync the basic fields and for custom fields which we do not we can customize your SyncApp to complete your field mappings for both systems:

Once you are in the Free Trial you will also find the Salesforce setup screen for Sync Campaign Responses setup as well.

Currently we only support syncing to multiple MailChimp mailing lists and custom field mapping for Salesforce in our customized Enterprise level plans.

Let us know what other enhancements you might like on your plan as our teams build SyncApps based on subscriber feedback.

~Clint
@cazoomi

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@cabraham Thanks for signing up to our free trial and we will automatically sync the basic fields and for custom fields which we do not we can customize your SyncApp to complete your field mappings for both systems: <a href="http://syncapps.cazoomi.com/features#salesforce"><img src="https://s3.amazonaws.com/satisfaction-production/s3_images/703143/sfdc_mailchimpfieldmapping_inline.jpg?1330031033" alt="" /></a> Once you are in the Free Trial you will also find the Salesforce setup screen for Sync Campaign Responses setup as well. <a href="https://syncapps.cazoomi.com/features-emailmarketing#mailchimp"><img src="https://s3.amazonaws.com/satisfaction-production/s3_images/703298/mccampaignsync_inline.jpg?1330055530" alt="" /></a> Currently we only support syncing to multiple MailChimp mailing lists and custom field mapping for Salesforce in our customized Enterprise level plans. Let us know what other enhancements you might like on your plan as our teams build SyncApps based on subscriber feedback. ~Clint @cazoomi

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cabraham February 24, 2012 19:05

Hi Clint,
Here's a full description of what we're trying to do:

We have a custom field in Salesforce called "Mailing List Membership" to keep track of who is subscribed to which lists. What we'd like is for correspondance between how contacts are tagged in Salesforce and which lists they appear in in Mailchimp. So if a Contact has their "Mailing List Membership" field set to "List 1, List 2" then we would want that contact to be subscribed to "List 1" and "List 2" in Mailchimp. If someone subscribes for "List 3" in Mailchimp, then we'd want that person synced into Salesforce with "Mailing List Membership" field set to "List 3". Does that make sense?

Please contact me to let me know if there would be an extra charge for building in this functionality and when it could be available by.

Thanks,
Chris

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- Clint Wilson (Community Ambassador) February 28, 2012 00:52
  
  Thanks Chris and our team is looking into time/eta for your SyncApps plan.
  
  ~Clint
  @cazoomi
  
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Hi Clint, Here's a full description of what we're trying to do: We have a custom field in Salesforce called "Mailing List Membership" to keep track of who is subscribed to which lists. What we'd like is for correspondance between how contacts are tagged in Salesforce and which lists they appear in in Mailchimp. So if a Contact has their "Mailing List Membership" field set to "List 1, List 2" then we would want that contact to be subscribed to "List 1" and "List 2" in Mailchimp. If someone subscribes for "List 3" in Mailchimp, then we'd want that person synced into Salesforce with "Mailing List Membership" field set to "List 3". Does that make sense? Please contact me to let me know if there would be an extra charge for building in this functionality and when it could be available by. Thanks, Chris

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cabraham February 29, 2012 22:01

Clint,
We're also considering keeping track of mailing list subscriptions in salesforce via checkboxes instead of a comma-delimited text field.
Chris

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- Clint Wilson (Community Ambassador) February 29, 2012 22:20
  
  Thanks Chris and we just released "Custom Field Mapping" for your SyncApp too so give it a try. Will post the features shortly.
  
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- cabraham March 02, 2012 17:10
  
  Didn't I already have access to custom field mapping? If not, how do I set these? Will this be able to sync mailing list subscriptions with our custom "Mailing List Membership" field?
  
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- Clint Wilson (Community Ambassador) March 04, 2012 18:33
  
  Thanks Chris and SyncApps on the Pro plan did not have access to the following yet now *custom field mapping is available on Pro plans:
  
  *Currently we only support syncing to multiple MailChimp mailing lists and custom field mapping for Salesforce in our customized Enterprise level plans.
  
  Any custom field you have is mappable on the Pro plan so give it a try for your use case and let us know how it works.
  
  ~Clint
  
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- cabraham March 04, 2012 20:57
  
  Clint,
  The "Mailing List Membership" field is not in the list of Salesforce fields. Is there a way to expose this field?
  Chris
  
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- cabraham March 04, 2012 21:00
  
  Ok, I found the "Mailing List Membership" field, however, I'm not sure how to make it so that multiple mailchimp mailing lists can be stored in that field in a comma-delimited way to keep track of the many-to-one relationship between mailing lists and contacts? Do you understand what I'm trying to do here? If I just synced it with the master_list_name mailchimp field here I think it would overwrite information. Any thoughts?
  
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- Clint Wilson (Community Ambassador) March 04, 2012 21:52
  
  Chris,
  
  I will have our SyncApps team look at this thread Monday yet I think you will need your SyncApp customized to accomplish this so give us a call Monday to see what our teams come back with on this enhancement.
  
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- Nugroho Saputro (Official Rep) March 05, 2012 03:41
  
  Hi Chris,
  
  Yes this will need customization. Currently SyncApp only sync to 1 list. This is a quite complex customization.
  
  I think using checkboxes is better instead of comma delimited field to minimize typo.
  
  How about if for a contact, a list is unchecked. Do you want the contact email removed from unchecked MailChimp list or just ignored (waiting for the person to unsubscribe)?
  Please note that If you want to remove then this could cause many emails removed from Mailchimp if you do not have correct "Mailing List Membership" data.
  
  Do you need mapping feature? Please note that variable name is defined per Mailchimp list so you will need to have the same variable names across your lists in order to make it work.
  
  How about new Subscribers in Mailchimp. can they subscribe to multiple lists or only one list?
  
  Please answer the above questions to be able to give estimation.
  
  Thank you.
  Nugroho
  
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- cabraham March 05, 2012 15:36
  
  Hi Nugroho,
  Yes, it sounds like checkboxes are the way to go. Would it be possible to make it flexible so that we could add additional mailing lists in the future and they would automatically start to sync with mailchimp?
  
  Here are the sync operations we would want:
  - if someone is subscribed to a mailchimp list but they are not in salesforce, they are added to salesforce with the corresponding checkbox checked
  - if someone is subscribed to a mailchimp list and this is not reflected in salesforce, the corresponding checkbox is checked in salesforce
  - if a contact has a mailing list checkbox checked in salesforce but they are not subscribed to that list in mailchimp, then the checkbox should be unchecked
  
  So these actions assume that mailchimp is the canonical record of mailing list subscriptions and salesforce should simply mirror it.
  
  However, if we change someone's name or contact info in Salesforce, we would want this to be synced in all Mailchimp lists they are subscribed to.
  
  Is all of this possible? How much will it cost and when would you be able to have this done by?
  
  Chris
  
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- Nugroho Saputro (Official Rep) March 07, 2012 07:30
  
  Hi Chris,
  
  So the "checkboxes" field is for informational only, as Mailchimp lists information always win?
  That means if anyone update the checkboxes in SF, SyncApps will simply ignore it.
  
  * SF to Mailchimp: sync contact information
  * Mailchimp to SF: sync list membership information
  
  Is that correct?
  
  Regards,
  Nugroho
  
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- cabraham March 12, 2012 13:43
  
  Nugroho,
  Yes, that is correct. Also we'd like the ability to easily add/subtract mailing lists by ourselves.
  Thanks,
  Chris
  
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Clint, We're also considering keeping track of mailing list subscriptions in salesforce via checkboxes instead of a comma-delimited text field. Chris

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Simon April 03, 2012 07:54

I don't understand how the SF - MC integration works. It seems to refresh the data, but don't import new emails to MC when we assign them to a campaign to SF. I did synch manually, reset and retried, with no results. Are we supposed to wait? is there a limit in the import (we tried 3000 on a paid plan)

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- Nugroho Saputro (Official Rep) April 03, 2012 09:57
  
  Hi Simon,
  
  Does campaign members object type (Contact or Lead) equal the selected object type in sync profile?
  
  If you want to sync both Contact and Lead then you will need to create two sync profiles.
  
  Thank you.
  Nugroho
  
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I don't understand how the SF - MC integration works. It seems to refresh the data, but don't import new emails to MC when we assign them to a campaign to SF. I did synch manually, reset and retried, with no results. Are we supposed to wait? is there a limit in the import (we tried 3000 on a paid plan)

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