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Shawn Clement ha preguntado en Nonprofit Hub

I've been working with Mailchimp support on this but haven't been very helpful. 

We currently have Salesforce and the Mailchimp package installed. 

 

There is an error (see below) but can't seem to figure out what the error is as that API Name/Field isn't mapped to anything in the query builder and audiences. Mailchimp to Salesforce Sync Issue

I'm trying to sync our data from Salesforce contacts to MailChimp records.

 

#Mailchimp #MailChimp Integration #Salesforce_Administration #NPSP

4 respuestas
  1. 2 abr, 13:48

    I’ve run into similar issues with the Mailchimp for Salesforce package - those unknown field/API name errors are usually coming from something in the query builder or a hidden mapping, and they’re not always easy to trace. It’s often not Salesforce itself, but the connector being a bit opaque. 

     

    If you want to keep using the native package, I’d double-check the query builder, audience fields, and any recently changed fields in Salesforce (especially deleted/renamed ones). 

     

    In one project we hit a point where debugging the package took more time than it was worth, and we switched to using Skyvia to sync Contacts to Mailchimp. It gave us explicit control over field mapping and upsert logic, plus clearer logs when something failed. Not a direct fix for the package, but a more predictable alternative if the sync keeps acting up.

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Hello, We have MailChimp and are currently downloading lists from Salesforce,uploading to MailChimp and sending. Some of the problems are that there is no two-way updating (we can't see in Salesforce whether an email was opened, for example, and we don't actually know who received the email because there are those who have unsubscribed in MailChimp and we get bouncebacks. Currently it is cumbersome to update the Salesforce records.

 

We investigated the straight-up MailChimp integration and it doesn't have great reviews. We did get a recommendation to try using Cazoomi for integration. Anyone have experience with that?

 

Goals: 1) two -way updating, 2) reporting, specifically, to know who is NOT receiving emails, AND to know who has been added to the list since the last email so we can send them our "Welcome" set of emails 3) reports so that we can do more targeted email campaigns 4) eventually, less reliance on outside communications firm for formatting of emails.

 

Anyone have any suggestions on the best way to accomplish all this?

 

Thanks!

13 respuestas
  1. 27 sept 2025, 16:04

    I’ve set up a similar integration between Salesforce and MailChimp using Skyvia (https://skyvia.com/data-integration/integrate-salesforce-mailchimp), and it worked well for our team. The two-way sync made it easy to see who opened emails, track unsubscribes, and automatically update Salesforce without any manual imports. It also helped us keep our campaigns more targeted since new subscribers were pulled in automatically.

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Has anyone come across a good tutorial on setting up Zapier zaps to sync Salesforce campaigns and campaign members to Mailchimp? It seems fairly easy to figure out how to create a zap that creates a tag in Mailchimp named the same as a Salesforce campaign when that campaign is created. From there I imagine I'd then tag Mailchimp audience members with that tag when they are added to the campaign. However, does each campaign member added count as an activity, or is there a way to create them en batch?

 

Thanks in advance for any pointers!

 

#Integration #Mailchimp 

5 respuestas
  1. 24 sept 2025, 18:43

    Zapier can handle syncing Salesforce campaigns and campaign members with Mailchimp, but it has limitations when it comes to batch uploads. Each member added individually may count as a separate activity, which can be tedious for large datasets. You can try adjusting the Zapier settings or using middleware tools to handle batch processing. For example, tools like Skyvia (https://skyvia.com/data-integration/integrate-salesforce-mailchimp) can automate the sync between Salesforce and Mailchimp, including options for batch uploads and custom field mappings, making the integration smoother and more efficient.

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I previously posted what started out to be a tip regarding contacts not being retrieved in MC4SF queries.  That post turned into a question, so I am duplicating the question here to pick up responses from all the extremely helpful, knowledgeable people who keep up with these questions.

 

Scenario: We are migrating to SF from eTapestry, which has the ability to mass email. Some constituents had signed up for our emails online, so they were subscribed in Mailchimp. When any of these contacts were then added to eTapestry, they were marked as opted in there, too. We would send out mass emails from both Mailchimp, which has captured a much larger audience than our record limit in eTapestry would allow us to capture there, and from eTapestry, which contains constituents who subscribed through alternate channels and may also have subscribed in Mailchimp. In turn, some of our constituents were getting mass emails both from Mailchimp and from eTapestry, so they unsubscribed in Mailchimp.

 

Now we are migrating to Salesforce and moving to use Salesforce campaigns to sync campaigns and their respective campaign members to Mailchimp, which will be our only mass email sender. This means that we have a number (quantity unknown) of contacts who are unsubscribed in the platform from which we will now be sending emails they actually subscribed to receive.

 

Issue: 1) MC4SF queries do not retrieve contacts who are unsubscribed in Mailchimp. 2) MC4SF queries do not retrieve contacts who are now subscribed in Mailchimp but who were previously unsubscribed there.

 

Question: Has anyone experienced this issue as well? Have you come up with a solution? For issue 1, a possible, albeit undesirable, option would be to send an operational email to our unsubscribed Mailchimp audience letting them know we are consolidating our email services and letting them know to resubscribe if they wish to continue receiving our emails. However, in light of the second issue, this will not resolve the situation.  Have you found a fix for MC4SF not retrieving contacts who resubscribed in Mailchimp after unsubscribing there? We have a case in with Mailchimp, but there is no progress after a week.

 

#Mailchimp #MailChimp Integration #MC4SF

6 respuestas
  1. 23 jul 2024, 16:33

    This ended up being a very simple fix for us.

     

    Following the tutorials, I had been leaving Data Sync unchecked until my last step in the initial setup. However, to test previewing the query, it has to be checked first so MC4SF has the most current subscription status on Mailchimp contacts.

     

    @Andy Kallio: So, try enabling Data Sync under Setup > Settings to see if it resolves your issue. It sounds like your issue is a little different, though, because my query didn't return contacts who were resubscribed, while yours is returning the contacts but not syncing them.

     

    This ended up being a very simple fix for us. Following the tutorials, I had been leaving Data Sync unchecked until my last step in the initial setup.

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Mailchimp Integration Retrieves No Records on Query

 

After installing and configuring Mailchimp for Salesforce, I created a test query filtering to find just my test contact. No results were retrieved, regardless of whether I queried for contacts on the email field or for campaign members on the campaign.

 

This ended up being a very simple solution (only uncovered after uninstalling, reinstalling, and relabeling the Email field): My test contact had the Email Opt Out field selected (we had relabeled this to Email Operational Opt Out). Once I deselected that option, the contact was retrieved in my query.

 

#Mailchimp #MC4SF #Integration

2 comentarios
  1. 9 may 2024, 18:52

    Another piece of information: 

     

    We are migrating from an old CRM to SF. In the old CRM, we have contacts who are subscribed to our mailing list. We send mass emails directly from that CRM, so contacts who are subscribed there and who had subscribed in Mailchimp unsubscribed in Mailchimp. As a result, I am testing to see what happens when we sync from SF to MC when someone who is unsubscribed in MC is subscribed in SF and is part of the campaign.

     

    Mailchimp support told me that contacts who are unsubscribed in MC but are subscribed in SF would be resubscribed upon sync. 

     

    However, when I change the email address of my test contact who has an unsubscribe status in Mailchimp, they show up in the MC4SF query results. If I change the email address back again, they are omitted once more. If I send the test contact a confirmation email from MC and they resubscribe, they still do not show up in the query results using the previously unsubscribed email address.

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I am working with an organization that currently uses Mail Chimp, but is new to Salesforce -- greenfield NPSP implementation. In the past, they have exported contacts from their old CRM into Mail Chimp and maintained the two lists separately. Moving forward, they would like Mail Chimp subscribers to sync with Salesforce contacts.

 

The Mail Chimp integration documentation does not address how to connect an existing subscriber with an existing contact; it only addresses creating new contacts in Salesforce from subscribers. Do I have to do a manual comparison (i.e. compare using email address) and save a subscriber Id on the contact record? Or is the sync managed via email address and I shouldn't have to do anything? How does the integration manage the connection between a particular subscriber and specific contact? 

 

The organization do not have a paid Mail Chimp account, so finding it difficult to find answers without access to their technical support. Any insight is appreciated.

 

#Nonprofit #Mailchimp

4 respuestas
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I integrate salesforce with  Mailchimp I have a few questions.

Q1)  Does Mailchimp work on custom objects. I have custom object  "Student "  want to send all email field of student object to Mailchimp like we send a contact.

 

Q2) Do we send emails using Mailchimp inside salesforce.

 

Q3) does  Mailchimp work only lead, contact, and campaigns.

 

#Salesforce Admin #Mailchimp #Integration #Trailblazers

2 respuestas
  1. 1 ago 2023, 12:14

    @Piyush Singhal,

    Regarding your answer to the first question, How can we sync Salesforce custom object with MailChimp List? We have only the option to sync Lead,Contact, and Campaign Member objects. As per your answer, could you please clarify it? 

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Randy King ha preguntado en #Trailhead

Hello,

 

I am attempting to link a MailChimp Subsciber's subscription status to an unsubscribed checkbox on that corresponding Contact record, but I am unable where to find that information in SF to make that happen. Any suggestions? #Trailhead

1 respuesta
  1. 18 jul 2023, 6:11

    #Mailchimp  #Trailhead #MailChimp Integration

     

    Hello @Randy King,

    You can achieve this by making a Checkbox type Formula Field on the contact object and adding this below formula in that Formula Field

    " IF(ISPICKVAL(MC4SF__MC_Subscriber__r.MC4SF__Member_Status__c,'Subscribed'),True, False) ".

     

    This will be surely helpful for your requirement.

     

    Thank You

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It was setup before I joined. It works (!). I would like to report on the Subscribers and their associated MC tags from within Salesforce and I cannot find the field that contains that info. I have looked at all the tables that are MC related to set up a new report type but coming against a wall... 

 

Looking in Salesforce for a subscriber the tags do appear - they must be stored somewhere. Any help would be appreciated.

 

Screenshot attached. 

9 respuestas
  1. 21 oct 2022, 3:56

    @Sharm Das You'll notice that the MC Subscriber page is not like a typical Salesforce object page. It is a Visualforce page that has some processing to look up the names in the Tags user interface field/area.  

     

    As you have probably figured out, there is no Tags field the MC Subscriber object. The items listed in the Tags bulleted list are stored in the MC Subscriber's Static Segments field (data type Long Text Area). The Static Segments field is used to store one or more MC Static Segment record Ids (as comma separated values). The tag names are MC Static Segment's Name field values.  

     

    You can create a report to look at the MC Static Segment record field values.  Alternatively, this SOQL will also work: 

       SELECT Id, Name FROM MC4SF__MC_Static_Segment__c  

     

    You may have realized by now, there is no easy report to get at you want. 

     

    I recommend that you submit an enhancement request to Mailchimp.  IMHO, they should provide an association object that would have lookup fields Subscriber and Static Segment (or label this last field "Tag").  

     

    I'm thinking you'll need to make a few customizations to get the report you want. The approach and design depend on how you want your report(s) to work with respect to columns and filtering.   

     

    For example, you could add a new custom field to MC Subscriber, appropriately named "Tags", to store a comma separated list of names. Use a MC Subscriber record trigger flow(s), that updates this custom field with the appropriate MC Static Segment record Name values. If you go this approach, I recommend you use these two Unofficial SF's flow actions:  ExecuteSOQL and Extract Strings From Collection.

     

    #Flow #Mailchimp #Unofficial SF

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Cierra Bennett ha preguntado en Nonprofit Hub

We have been trying to find a solution to sync our mailchimp with our salesforce org. We started off with the standard app from the app exchange and ran into several issues. We are now looking at ChimpConnect and ChimpSync from the app exchange. Does anyone have experience with either of these and do you have a recommendation for which would be better? 

 

We need to be able to segment in Salesforce and have it sync to mailchimp and visa versa. 

10 respuestas
  1. 11 sept 2022, 16:25

    I've also found the free app to be mediocre, not syncing everyone (especially when you have thousands of emails/people), or not continuing to sync them after the initial sync. And I agree with @TJ Warfield and others that Cazoomi has been a great solution for this. Last time I looked at Cazoomi's pricing, it was somewhere between $30-$50 per month, don't forget to ask for the nonprofit discount :)

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