Support | User Guides | Email Opt Out
Email Opt Out
With our Mailchimp for Salesforce integration, managing opt-outs becomes seamless and straightforward. When a contact opts out through a Mailchimp campaign, this opt-out is synced back to Salesforce as part of the primary sync. You can also opt out a single member directly from Salesforce. via our component shown below.
Optionally we can update Salesforce standard email opt out field show a person have been unsubscribed from all lists. However, Mailchimp does use a multi audience approach so we feel out component is a far better solution.
Emails opted out via Mailchimp
When a person unsubscribes from a Mailchimp email, the Mailchimp membership component within Salesforce will reflect the change once the sync has run (or the refresh icon is clicked).
How to opt out in Salesforce
It is easy to opt a person out of one or more Mailchimp audiences using our member component. Below is a short interactive guide showing the steps.
Whenever you add or remove a member from an audience in Salesforce, the changes are immediately synchronized with Mailchimp, ensuring near real-time data consistency.
Salesforce standard Email Opt Out Field
Our system supports updating the standard Contact, Lead or Person Account Email Opt Out field, based on the status of related Mailchimp Members. If all related members are marked as ‘Unsubscribed’, the Email Opt Out field will be checked. If any related member is set back to ‘Subscribed’ the field will be unchecked. This process works as part of the primary sync which typically runs in a one hour window. Below is an interactive demo on how to enable the option.
The email opt out field in Salesforce is not exclusive to our integration, so it might be updated by users, processes or other apps.
The email opt out sync is a one-way, Mailchimp to the Salesforce standard Email Opt Out field found on the contact or lead. If you manually uncheck the Email Opt Out field in Salesforce, it will be updated back to checked (TRUE) during the next sync if the person is still unsubscribed in Mailchimp.
Salesforce to Mailchimp Automated Opt Out (Invocable actions)
The
data wizard doesn't check if the standard Email Opt Out field is true for records before creating new subscribers. Ensure your import source excludes already opted out contacts. However, even if the email is on your source, the wizard won't resubscribe existing members who are already unsubscribed.
To unsubscribe members automatically based on changes to their related contact, please use our
Invocable Actions.
Next Steps
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