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We're using the MailChimp for Salesforce app to manage our e-newsletter lists, but sometimes people sign up for our e-newsletter with one email address and communicate with us individually with a different email address. Since MailChimp can only be set up to preferred email in Salesforce, I'm not sure how to handle these multiple-email situations without resorting to multiple contact records for each of these people. I'd love to hear how other orgs have approached this issue! Thanks!

@Nonprofit App Advice and Reviews@Nonprofit Get Started Hub@Marketing Communications@Data Quality & Management
43 个回答
  1. 2018年3月2日 16:42

    Ah I think that's more for sending out emails based on SF triggers, but also totes forgot about those so thanks for posting! I've been talking to Ross at lot recently (main guy at Beaufort12, who built the integration) and he seems to be saying Import Wizard is the way to go these days, and I think that can sync different emails to different lists for the same contacts. (Need to test but documentation suggests you can specify any email field in the report.) Granted, I've also found the integration to be buggy as hell when we were on the free trial so here's hoping that's actually the case!

    Formstack's been the big issue for us - we had to create a custom External_Email__c field as a unique external ID field for upsert, which is the sys-admin only custom field I referenced. Maintaining THAT such that it populates the Email field for new contacts but then stays synced with any changes to the Email field after creation is what's making me what to rip my hair out and burn Process Builder to the ground and write some (probably mediocre & buggy) Apex. Hrmph.

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