5 minute read
Email Opt Out
Opt outs via Mailchimp will be automatically sycned to Salesforce.
You can also directly opt out via Salesforce.
Update Salesforce standard email opt out field.
Email opt out - Mailchimp
When a person unsubscribes from a Mailchimp email this will be shown in the Mailchimp membership component within Salesforce, once the sync has run or the refresh icon is clicked.
How to opt out in Salesforce
It is easy to opt a person out of one or more Mailchimp audiences. Below is a short interactive guide showing the steps.
Whenever you add or remove a member from an audience in Salesforce, the changes are immediately synchronized with Mailchimp, ensuring near real-time data consistency.
Salesforce standard Email Opt Out
Our system now supports two-way synchronization for the Contact or Lead Email Opt Out field, ensuring it matches the subscription status of related Mailchimp Members. This feature updates the Email Opt Out field based on the statuses in Mailchimp. Specifically, if all related Mailchimp Members are marked as ‘Unsubscribed,’ the Email Opt Out field will be checked.
Conversely, if any related Mailchimp Members have an active status such as ‘Subscribed,’ ‘Pending,’ ‘Transactional,’ or ‘Archived,’ the Email Opt Out field will be unchecked. This synchronization ensures that your email preferences are accurately reflected across both platforms, maintaining consistency and improving communication management.
Below is an interactive demo on how to enable the option.
Conversely, if any related Mailchimp Members have an active status such as ‘Subscribed,’ ‘Pending,’ ‘Transactional,’ or ‘Archived,’ the Email Opt Out field will be unchecked. This synchronization ensures that your email preferences are accurately reflected across both platforms, maintaining consistency and improving communication management.
Below is an interactive demo on how to enable the option.
Points to note:
The email opt out field in Salesforce is not exclusive to our integration so might is often updated by users, processes or other apps.
If you uncheck the field it will be updated back to checked on the next sync if the person remains unsubscribed in Mailchimp.
The email opt out field in Salesforce is not exclusive to our integration so might is often updated by users, processes or other apps.
If you uncheck the field it will be updated back to checked on the next sync if the person remains unsubscribed in Mailchimp.
Next Steps
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