Activity History
5 minute read
What is active History?
In Mailchimp, a person’s interactions with your emails such as opens and link clicks are tracked. We display this information in Salesforce in two ways.
By default, it appears in our component, which shows the data in near real time without using your Salesforce storage. The component can also be added to different object page layouts.
Optionally, you can enable stored email tracking history. This creates records against Salesforce contacts or leads, allowing you to run reports or trigger actions. However, stored tracking data counts against your storage limits and is synced via the primary sync, which typically runs hourly
By default, it appears in our component, which shows the data in near real time without using your Salesforce storage. The component can also be added to different object page layouts.
Optionally, you can enable stored email tracking history. This creates records against Salesforce contacts or leads, allowing you to run reports or trigger actions. However, stored tracking data counts against your storage limits and is synced via the primary sync, which typically runs hourly
Best practice is to use the component as it surfaces data in near real time. However, you won't be able to create Salesforce reports.
Activity History Component
The activity history component surface tracking history in near realtime. We will attempt to automatically add it to your contact or lead page layouts. It can also be added to other object page layouts.
The interactive demo below walks you through how to find our email activity component and how it works in Salesforce.
The interactive demo below walks you through how to find our email activity component and how it works in Salesforce.
Stored Activity History
By default, our system prioritizes efficiency and reducing storage in Salesforce. One of the ways we accomplish this is by displaying email tracking history directly from Mailchimp via our custom components as mentioned above.
However, you cannot create Salesforce reports or dashboards based on this displayed data.To report on tracking data, you can optionally enable the storage of email tracking history as records. After enabling this feature and completing a synchronization, tracking information becomes accessible via our Mailchimp Email Activity object in Salesforce. You can craft custom reports or use our pre-designed, ready-to-use reports, enhancing your analytics and insights.
To enable the storage of email history follow the guide below.
However, you cannot create Salesforce reports or dashboards based on this displayed data.To report on tracking data, you can optionally enable the storage of email tracking history as records. After enabling this feature and completing a synchronization, tracking information becomes accessible via our Mailchimp Email Activity object in Salesforce. You can craft custom reports or use our pre-designed, ready-to-use reports, enhancing your analytics and insights.
To enable the storage of email history follow the guide below.
FAQs
How do I show campaign fields on Email Activity reports?
How can I report on email tracking?
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