Can I sync the email opt out field?

When working with Salesforce's Email Opt-Out field in conjunction with our integration, it’s important to consider several factors to ensure effective use and alignment with your requirements:

Considerations for the Email Opt-Out Field

1. Not Exclusive

   • The Email Opt-Out field is not exclusive to our product. Other users, processes, or Salesforce features can update this field independently.

   • Salesforce’s native tools and third-party integrations might also interact with the Email Opt-Out field, potentially affecting its value.

2. Legacy Data

   • Many users install our product after already using Salesforce for a significant period.

   • As a result, the Email Opt-Out field may contain existing data that does not align with your Mailchimp preferences or audience segmentation.

3. Multi-Audience Complexity

   • Mailchimp employs a multi-audience model, meaning a single person can belong to multiple audiences, each with its own subscription status.

   • The Email Opt-Out field in Salesforce cannot accurately represent these varying states across multiple audiences.

Determining Subscriber Status in Salesforce

To address the challenges of managing one-to-many relationships, we offer a Salesforce Lightning component tailored to our integration:

• Dynamic Audience Overview

  • The Lightning component displays the audiences to which a person belongs and their corresponding subscription statuses.

  • This ensures clear visibility of a person’s engagement across multiple Mailchimp audiences.

• Page Layout Integration

  • By default, the Lightning component is automatically added to your contact page layouts for ease of use.

  • It can also be manually placed to fit your organization’s specific workflow requirements.

The following image demonstrates how the component appears on a contact page layout.

Recommendations for Email Opt-Out Field Updates

You can have our integration update the email opt-out field found on the Salesforce Contact or Lead should a person unsubscribe from all Mailchimp audiences. (Email Opt Out Guide) To enable this functionality:

1. Navigate to the General Settings tab in Mailchimp for Salesforce.

2. Under Advanced Settings, turn on the option to sync the Email Opt-Out field.

3. The sync process runs as part of the primary synchronization every hour.

Important Note: Checking the Email Opt-Out field in Salesforce will not unsubscribe a person from an audience in Mailchimp. However, you can use our invocable action to set up a Salesforce Flow to handle this process automatically. It is strongly recommended that you thoroughly assess and test these updates in a sandbox environment before applying them to production.