Our integration will create Mailchimp audience membership records and, optionally, email tracking records in Salesforce. These records can be matched or linked to a Salesforce contact or lead record if one exists.
Email Field Matching:
By default, the system matches Mailchimp members to Salesforce contacts or leads using the standard Email field.
Note: You can optionally select additional custom email fields via the matching screen. We will use the following rules against all the chosen email fields. See the arcade below.
If multiple Salesforce contacts or leads share the same email, further steps are taken to refine the match.
1. Name Comparison: If an email match finds more than one contact or lead, we then use the first and last names of the contact or lead. This secondary level of comparison significantly reduces the chances of incorrect linkages.
2. Last Modified: If, after comparing email addresses and the name fields, we still find duplicates, we will match them to the most recently modified record.
Note that we will display that both contacts have an email that matches a Mailchimp member, but only one contact (per rules above) will be the member record's parent and control any mappings (opt outs, field mappings, etc). Pay attention to the icon on the member component.
Field Mappings - more info
