Data Wizard
What is the data wizard?
The Data Wizard allows you to bulk import data from Salesforce to Mailchimp.
The import can use Reports, List views, SOQL queries or Salesforce campaigns as the source.
During the wizard, you can map Salesforce fields to Mailchimp merge fields. And you can assign tags or groups to your contacts. Additionally, the entire import can be scheduled to run automatically, making it easy to keep your Mailchimp audience up to date.
Key features include:
- Work with any Salesforce object.
- Map Salesforce fields to Mailchimp merge fields.
Add people to groups or tags.
Schedule to automate the process.
How to use the data wizard
Data Wizards are created per audience, and consist of an import source, mappings, and configuration like schedule, tags and groups.
The following may be used as an import source:
- List Views (demo below)
- Salesforce Report in tabular view
- SOQL query (advanced)
- Salesforce Campaign
Wizards have their own separate mapping from the Field Mappings. The fields included on the source (report or list view columns, SELECT statements or campaign member fields) are what will be available to map in the wizard. These mappings are applied every time the import runs.
Note: The import will not overwrite existing information with blank values, to avoid data loss.
The data wizard creates new members with a Subscribed status, unless the audience has Double Opt-In enabled in Mailchimp. Make sure your source excludes any emails that shouldn’t be subscribed.
Unsubscribed records will never be reactivated.
If your import includes archived records, the “Filter Archived Records” setting on the last page of the wizard controls how they are handled.
If Double Opt-In is enabled on the audience in Mailchimp, new and reactivated emails are created with a Pending status, not Subscribed, and Mailchimp sends each of them a confirmation email. Pending members are included in the Total Created and Total Updated counts in the wizard results, so they are not flagged separately. Mailchimp has no screen that lists Pending members, but you can report on them in Salesforce by filtering Mailchimp Members on Status equals Pending. To import contacts who have already given consent without sending a confirmation email, turn Double Opt-In off in the Mailchimp audience settings, run the import, then turn it back on. The wizard cannot change the status of anyone who already exists in the audience, so members left as Pending by an earlier run will need to confirm, or be corrected by Mailchimp support.
