What are dynamic tags
If you want to create a tag based on a Salesforce field that contains changing data or multiple values, manually creating and selecting tags can become cumbersome and inefficient. Dynamic tags offer a powerful solution to this problem by automating the process and ensuring your audience is always segmented accurately.
How Do Dynamic Tags Work?
Within our invocable actions, you can reference a Salesforce field or variable and use it to dynamically create and assign the appropriate tag in Mailchimp, in a single flow.
What this looks like:
- You define the Salesforce field (or other flow variable) whose value will determine the tag.
- The invocable action fetches the value whenever it runs.
- The system automatically creates the new tag (if necessary) and assigns the corresponding tag to the Mailchimp audience member.
Can Dynamic Tags be removed?
With our invocable action, you can toggle the Mailchimp Tag Action to Remove Tags. Or if the Mailchimp Tag Action is set to Add Tags just beneath the Dynamic Tags field you will see an option to replace Mailchimp tags. This works by first removing all assigned tags, and then replacing them with the tags selected in the flow action.
Benefits of Dynamic Tags
- Eliminates the need for manual updates, saving time and effort.
- Ensures your Mailchimp tags always reflect the most up-to-date Salesforce data.
- Consistency & Reduced Errors: Prevents human errors that could result in miscategorized audience members.
Example Use Case
Imagine a scenario where a company captures leads from various sources and stores them in Salesforce under the Lead Source field. Instead of manually creating tags for new lead sources or tagging each contact in Mailchimp, the dynamic tag system:
- References the field in Salesforce.
- Dynamically updates the tag in Mailchimp based on the latest field value.
- Automatically assigns the appropriate tag to the contact in the Mailchimp audience.
- Optionally set Replace Mailchimp Tags.
Getting Started
To implement dynamic tags, configure our invocable action within a Salesforce flow. To help show how this works check out the associated interactive guide.
