Subscription Status Sync (Opt-In/Opt-Out) Between Mailchimp and Microsoft Dynamics 365

Marketing4Dynamics ensures seamless synchronization of subscription (opt-in/opt-out) status between Mailchimp and Dynamics 365, while maintaining compliance with consent and email marketing regulations.

In Mailchimp, the opt-in status determines whether a contact has permitted to receive email communications. When a contact subscribes (or confirms via double opt-in), their status is marked as Subscribed.

With Marketing4Dynamics, this subscription data is synchronized back to Dynamics 365, allowing you to track and manage customer consent directly within CRM.

How It Works:

• When a contact unsubscribes in Mailchimp, the updated status is synced back to Dynamics 365 via:

1. Audience Sync

2. Campaign Sync

3. Marketing List Sync

• The subscription status is updated in CRM and can be viewed in the Subscriber Status field (Subscribed/Unsubscribed), as shown in the screenshot.

• If a contact is re-subscribed in Mailchimp, running the sync again updates the status in Dynamics 365 accordingly.

• New contacts created in Dynamics 365 are added as Subscribed members in Mailchimp during synchronization.

• Marketing4Dynamics does not re-subscribe unsubscribed contacts automatically, ensuring strict adherence to Mailchimp policies and data privacy regulations.

Campaign Sync Behavior:

In addition to audience and list sync, Marketing4Dynamics also ensures subscription alignment during campaign syncing:

• Campaign activities (such as sends, opens, clicks, and unsubscribes) are retrieved from Mailchimp.

• Based on these activities, the subscription status is mapped and updated appropriately in Dynamics 365.

• This ensures that engagement data and consent status remain fully synchronized across both platforms.

OOB Field Mapping in Dynamics 365:

Marketing4Dynamics also updates standard (out-of-the-box) fields in Dynamics based on Mailchimp subscription status. Specifically, the Out-of-the-Box (OOB) fields “Do Not Allow Bulk Emails” and “Send Marketing Materials” on the Contact and Lead entities are updated based on the subscription status from Mailchimp. For example, when a contact subscribes or unsubscribes in Mailchimp, upon synching the corresponding fields in Dynamics 365 CRM are updated to reflect the correct marketing communication preference.