demobook

Viewing Mailchimp Campaign Analytics in Salesforce

Demo summary

Demonstration of how Mailchimp campaign data, including opens and clicks, appears within Salesforce dashboards and on individual contact records.

Step-by-step

  1. Install the Mailchimp for Salesforce integration
  2. Navigate to the standard Salesforce dashboards to view campaign summaries
  3. Review the Mailchimp graphs within Salesforce to see open and click data
  4. Open a specific contact record to view individual engagement history
  5. Configure the page layout to display Mailchimp activity on the contact record

Options

  • View data at the aggregate campaign level or the individual contact level
  • Use standard dashboards or create custom reports with the synced data

Watch out for

  • The page layout must be configured manually to see Mailchimp data on contact records

Tips

  • Use the standard dashboards provided by the integration to quickly visualize audience engagement

Highlights

it's so easy to put that information together

All demos from “Transform Your Email Marketing: Mailchimp for Salesforce Integrated App Webinar 🚀

  1. 4:184:53Setting up the Mailchimp for Salesforce Sync WizardA walkthrough of the integration wizard showing how to push Salesforce reports or campaigns to Mailchimp audiences and map data fields between the two platforms.MailchimpIntegrate with Shopify / store / CRM / other apps
  2. 9:103:41Viewing Mailchimp Campaign Analytics in SalesforceCurrentDemonstration of how Mailchimp campaign data, including opens and clicks, appears within Salesforce dashboards and on individual contact records.MailchimpTrack opens / clicks / revenue (reporting)
  3. 33:092:21Automated Unsubscribe SyncingShows how the integration automatically updates subscription statuses and opt-outs in Salesforce when a user unsubscribes from a Mailchimp email.MailchimpTag & manage subscribers
  4. Watch “Transform Your Email Marketing: Mailchimp for Salesforce Integrated App Webinar 🚀” →

Track opens / clicks / revenue (reporting)

  1. 12:580:53Review Mailchimp campaign analyticsExplains how to access the campaign report to view open rates, click rates, bounce rates, and industry benchmarks.Kevin Stratvert
  2. 15:230:59Analyzing Mailchimp email analyticsA brief look at the Mailchimp analytics dashboard showing revenue, order rates, and click-through performance data.Tech Express
  3. 6:090:21Transactional Dashboard and StatsA walkthrough of the transactional dashboard showing monthly sends, deliverability graphs, and date filtering.Intuit Mailchimp
  4. 10:030:50Advanced Transactional ReportingExploring per-message tracking, geographic interaction data, and the 'Compare Stats' tab for custom search filters.Intuit Mailchimp
  5. 9:103:41Viewing Mailchimp Campaign Analytics in SalesforceCurrentDemonstration of how Mailchimp campaign data, including opens and clicks, appears within Salesforce dashboards and on individual contact records.Coacto | Salesforce Consulting