How can I segment my Salesforce data in Mailchimp?

There are several methods available to segment your data depending on your specific needs:

1. Using the Data Wizard with Reports, List Views, SOQL, and Campaigns:

The data wizard supports various Salesforce data sources, including reports, list views, SOQL queries, and campaigns. Each source can be filtered according to your criteria, ensuring only the desired records are passed from Salesforce to Mailchimp.

2. Mapping Custom Fields to Mailchimp (hourly):

The data wizard allows you to map custom fields from Salesforce to Mailchimp. Once these fields are in Mailchimp, you can use them to create precise segments tailored to your marketing strategy. More on Mailchimp Segmenting

3. Working with Groups and Tags:

The data wizard also supports bulk-adding members in the source to groups and tags within Mailchimp. It can replace all tags in bulk but may not be the best option for granular tag management. See invocable actions below.

4. Field Mappings for Automated Updates (triggered):

Field mappings enable you to directly link specific fields from Salesforce contacts or leads to Mailchimp merge fields. When a record is edited or created in Salesforce, these changes automatically update the corresponding records in Mailchimp.

5. Invocable Actions for Dynamic Segmentation:

We offer invocable actions that can be called in code or a flow, allowing you to dynamically add or remove individuals to an audience or manage specific tags in Mailchimp. 

Suggested FAQ: Data wizard and field mappings comparison