By default, our system prioritises 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. However, you cannot create Salesforce reports or dashboards based on this displayed data.
To report on Mailchimp Activity data:
Store activity in Salesforce (complete once):
You must first enable the storage of email activities as records. Please see the General Settings guide and the arcade below. After enabling this feature for the first time and setting a 'Days to Keep' value, the primary sync must run to pull in activity records.
https://demo.arcade.software/E6CRuViIyzzVASnupefm
Packaged reports:
We include several pre-made reports you can access for reporting. They can be found in:
• Mailchimp report folder - Reports used by menus in our app, below. To preserve those, clone and customise reports found here and save them where you need them.
• Reports button - On the Mailchimp Campaign page of each audience. Reports on overall campaign activity and stats. (https://jmp.sh/LXDx5rpa)
• Dropdown menu - On each Mailchimp Campaign, "View Salesforce Report" opens an activity report filtered to that campaign. (https://jmp.sh/tQhzXuAo
• Users must have at least View access on the Mailchimp report folder included in the package to use filtered reports (the Reports button on many screens, and the dropdown menu on each campaign).
• We recommend limiting who can edit these packaged reports, to avoid breaking them for future use. Make a copy instead.
Custom reports:
You are empowered to build your own reports by cloning those above and customising them, or starting from scratch. We also have several custom report types or you can build your own.
Keep the data model in mind when building reports or custom report types: Email Activity are related to Mailchimp Members. Members are then related to contacts, leads or person accounts, if a match exists or is created in Salesforce.
Reminder! Email Activity must be enabled to use these reports.
Important field definitions:
• Timestamp: Date and time of the activity
• Action: What the activity was (sent, click, open, etc)
• Activity URL: The link clicked for a click activity (see more info)
• Link Clicked: The link that preceded an unsubscribe (see more info)
• Settings fields: These are the Mailchimp Mailing/campaign information (see more info)
Related Articles
• Technical guide: package objects
• Activity URL vs Link Clicked fields on activity reports
• Managing data storage with Days to Keep
• How do Salesforce Reports Work?
• Can I create my own reports?
• Displaying campaign title, subject, etc in activity reports
• How do I report on total opens and clicks per person for each campaign?
