Marketing4Dynamics – Dynamics 365 to Mailchimp Sync Overview

1. Static Marketing List Sync

• Add members to the list and associate Tags/Interests to the marketing list.

• Initial Sync of List — Manual Sync → pushes members + their Tag/Interest associations to Mailchimp

Member Exists?

• Yes → Updates the existing member and applies associated Tags/Interests

• No → Creates a new member with subscribed status and applies associated Tags/Interests

• New Member added to the synced list (after Initial Sync) — Automatic Sync

• Updates made to synced members — Automatic Sync → Updates the member in Mailchimp

• Members removed from list — Automatic Sync → Disassociates the Tag/Interest from the member in Mailchimp

2. Dynamic Marketing List Sync

• Add members (via filter condition) and associate Tags/Interests to the list.

• Initial Sync of List — Manual Sync → pushes members + Tag/Interest associations to Mailchimp

Member Exists?

• Yes → Updates the existing member and applies associated Tags/Interests

• No → Creates a new member with subscribed status and applies associated Tags/Interests

• New Member added to list — Manual Sync

• Updates made to synced members — Automatic Sync→ Updates the member in Mailchimp

• Members removed from list — Manual Sync → Disassociates the Tag/Interest from the member in Mailchimp

Key difference: Static Lists have a fixed, stored membership; once a one-time manual Initial Sync is run, new members, updates, and removals sync automatically. Dynamic Lists are evaluated at runtime based on a filter condition rather than a stored member set, so Marketing4Dynamics can't reliably auto-detect membership changes; every event (initial sync, new members, removals) requires manual sync.

3. Campaign Sync

• Create and Send Campaigns from CRM → Synced to Mailchimp

• Mailchimp checks the scheduled send date:

• Send Now → Campaign is sent automatically from Mailchimp

• Scheduled → Campaign is sent at the scheduled date/time from Mailchimp

4. Tags and Groups/Interests Sync

• Create Tags from CRM — Manual Sync

• Create Groups/Interests from CRM — Manual Sync

• Check "Tag/Group Exists?" in Mailchimp:

• Yes → Updates the existing Tag/Group (Interest) in Mailchimp

• No → Creates a new Tag/Group (Interest) in Mailchimp