How can I report on email tracking?
By default, our system prioritizes 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 email activity: Enable the storage of email activities as records (instructions 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.
To enable stored email activity: Please see the General Settings guide and the arcade below.
https://demo.arcade.software/E6CRuViIyzzVASnupefm
To manage storage once the feature is enabled:
You can change the "Days to Keep" setting as many times as you like to increase or decrease the number of records stored in Salesforce.
- If you decrease the days to keep, tracking history will be deleted the next time the primary sync runs.
- If you increase the days to keep, you must run a full sync to sync the previously omitted records.
- To remove all stored email tracking history records from storage, click the Enabled button to toggle it to Disabled. At the end of the next primary sync we will begin to clear all activity records.
Note: If all records can't be cleared before the next primary sync is scheduled to start, we will pause the cleanup job (MCProcessBatch) and continue the next time the sync runs.
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