FAQs · Mailchimp support

What are the different sources?

There are four different types of import sources.  We typically recommend using either a Salesforce report or a list view.

List View
Pros - Easy to use, and you will often have them set up.
Cons - You will be limited to one Salesforce Object. First and Last Name is not split for you. It's challenging to see the total number to be imported on a large list.

Important note: The import stores a query for you whenever you save it, using the currently chosen list view source. If you change the list view's filters or fields, you must also update the data wizard. This is easily accomplished by editing the wizard, stepping through to the last page, and saving or running it once.

Report
Pros - Easy to use, and you will often have them set up. They can work across objects. Salesforce includes some means to limit access to the source report.
Cons - You are limited to 50,000 records per import.

Campaigns
Pros - It is useful if you have a defined Salesforce campaign and campaign members. You can link a Salesforce Campaign to a Mailchimp Campaign for later reporting.
Cons - You are limited to a single Salesforce campaign. Data from the contact/lead can only be included via formulas.

SOQL
Pros - Provides a high level of flexibility.
Cons - Requires a person with development skills to set up and maintain.

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