Marketing List Mapping
Select a Marketing List within CRM that you wish to associate with a corresponding Mailchimp Audience. Dedicated columns for Marketing Lists are provided - one for Leads and another for Contacts. This clear segregation ensures distinct visibility and selection tailored to each specific Marketing List type.
It's important to note that there is no obligation to choose both Marketing Lists. Users have the flexibility to opt for either the Marketing List (Leads) or Marketing List (Contacts), depending on their specific use case.
Choosing a specific Marketing List avoids duplicate deductions for both Leads and Contacts during the sync operation. The synchronization process is limited to the selected Marketing List, preventing any overlap or simultaneous checks between the two entities
Note: Only static marketing lists of type (Target At) Lead and Contact are supported. The Account type of the Marketing List is not applicable for selection.
Note: You can select only static marketing list of type (Target At) Lead and Contact. Account type of Marketing List is not supported.
• In this case, we have created a new Marketing List. For this, go to Marketing List -> Click on the ‘Search’ icon -> Click on ‘New Marketing List’.
• Fill the required details in marketing list and click on ‘Save’.
• A new marketing list is created. Now go back to ‘Sync Audiences’ and add this Marketing List.
• Click on ‘Sync Now’.
• A pop-up will appear stating that the sync process has started -> Click on 'Ok'.
• The status is now changed to 'In-progress' which indicates that the synchronization of Audience is in under process. (See Status section to know meaning of each Sync Status).
• Refresh or revisit this page to see the current Sync Status.
• Also, you can verify the Sync Status by navigating to Settings -> Audiences.
• Once it is synced, you will see two changes in CRM data. Firstly, Mailchimp Tags will get synced to CRM and then secondly, Mailchimp Members will get created as contacts/leads and associated with the selected Marketing List.
• Likewise, this is applicable to Mailchimp Interest / Interest Categories, if the Global Setting is turned on.
• Mailchimp Members will get created as Contacts/Leads and associated with the selected Marketing List. Members can be seen under the Marketing List that you map with Mailchimp Audience. You can identify the Marketing List by Audience Lookup.
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