📋 Summary of the Problem

When working with Salesforce's Email Opt Out field in conjunction with Mailchimp for Salesforce, you need to understand several important factors and which sync actions actually update this field.

Key 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.

💡 The Solution

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.

Enabling Email Opt Out Updates

You can have our integration update the Email Opt Out field found on the Salesforce Contact or Lead when a person unsubscribes from all Mailchimp audiences. 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.

Which Actions Update Email Opt Out?

When Enable Email Opt Out Update is turned ON, understanding which sync actions trigger Email Opt Out updates helps you manage subscriber preferences effectively.

Actions that USE the main sync path (Email Opt Out batch runs):

• Primary Scheduled Sync (incremental): DOES update Email Opt Out
• Full Sync on the Settings tab (admin): DOES update Email Opt Out

Actions that USE the "member sync" path (Email Opt Out batch is skipped):

• Partial Sync (Updated Members) on the Audience Members page: Does NOT update Email Opt Out
• Full Refresh (Members) on the Audience Members page: Does NOT update Email Opt Out
• Click Refresh on the Member component (on a Contact/Lead): Does NOT update Email Opt Out
  • This only refreshes the Mailchimp_Member__c record from Mailchimp

🔗 Related Articles

• Email Opt Out Feature Guide
• Invocable Actions