Activity History

5 minute read

What is active History?

In Mailchimp, a person’s interactions with your emails, such as opens and link clicks, are tracked. We display this information in Salesforce in two ways.

By default, it appears in our component, which shows Mailchimp data in near real time without using up Salesforce storage. The component can be added to object page layouts like contacts, leads, and any object with an email field and allows users to filter to only the activity types and audiences they need.

Optionally, you can enable stored email tracking history. This creates records related to Salesforce contacts or leads, allowing you to run reports or trigger actions. Unlike the component, Stored tracking data counts against your storage limits and is synced via the primary sync, which typically runs hourly.

Best practice is to use the component as it surfaces data in near real time. However, you won't be able to create Salesforce reports on Mailchimp Activity.

Activity History Component

The activity history component surfaces tracking history in near realtime. We will attempt to automatically add it to your contact or lead page layouts when you install the app. It can also be added to other object page layouts.

The interactive demo below walks you through how to find our email activity component and how it works in Salesforce. 

Stored Activity History

By default, our system prioritizes efficiency and reducing storage in Salesforce. One of the ways we accomplish this is by displaying email tracking history directly from Mailchimp via our custom components as mentioned above.

However, you cannot create Salesforce reports or dashboards based on this displayed data.To report on tracking data, you can optionally enable the storage of email tracking history as records. After enabling this feature and completing a synchronization, tracking information becomes accessible via our Mailchimp Email Activity object in Salesforce. You can craft custom reports or use our pre-designed, ready-to-use reports, enhancing your analytics and insights.

To enable the storage of email history follow the guide below.

When you first enable this setting, we will run a background job to pull in the activity. If you change the days or activity to keep, please review the storage FAQ.

Next Steps

Below are two articles that are recommended reading and the best next steps.

FAQs

How do I filter the activity shown in the Mailchimp Activity History component, and can I save my filter?
Do you store all email activity?
How do I refresh member open and click rates?
Why does the initial email activity sync take a long time?
What's the difference between Link_Clicked__c and Activity_URL__c on Email Activity records?
What’s causing the missing email-activity data for A/B (split-test) campaigns?
How do I manage data storage for email activity?
Do Mailchimp surveys synch to Salesforce
Can I see Mailchimp activities in the Salesforce Activities TImeline?
Do you support Mailchimp Events
How do I show campaign fields on Email Activity reports?
How can I report on email tracking?
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