How can I segment my Salesforce data in Mailchimp?
There are several methods available to segment your data depending on your specific needs.
Segmentation Rules
Our integration can map field data to Mailchimp merge fields in the following ways. Once the data is in Mailchimp, you can use them to create precise segments tailored to your marketing strategy.
1. Using the Data Wizard with Reports, List Views, SOQL, and Campaigns for bulk hourly updates:
The data wizard supports various Salesforce data sources, including reports, list views, SOQL queries, and campaigns. Each source can be filtered according to your criteria, ensuring only the desired records are passed from Salesforce to Mailchimp to subscribe and update members. The data wizard also allows you to map custom fields from Salesforce to Mailchimp.
2. Field Mappings for Automated Updates (triggered):
Field mappings map specific fields from Salesforce contacts, persons or leads to Mailchimp merge fields. When a record is edited or created in Salesforce, corresponding Mailchimp Members.
Note that the invocable actions, discussed below, also use the same field mappings when creating or updating members.
More on Mailchimp Segmenting.
Working with Groups and Tags
1. Data Wizard:
The data wizard also supports bulk-adding members in the source to groups and tags within Mailchimp. It can replace all tags in bulk but may not be the best option for granular tag management. See invocable actions below.
2. Invocable Actions for Dynamic Segmentation:
We offer invocable actions that can be called in code or a flow or by and Agent, allowing you to dynamically add or remove individuals to an audience or manage specific tags in Mailchimp. You can also setup new tags dynamically in the flow, and our action will create them and assign them for you.
