In the Mailchimp-hosted forms tool, there is a checkbox (multi-select) that you can add to your form. However, that field type is only available for members to manage their Mailchimp Groups. It can't be used like their other Merge Fields to merge data into emails or to define new segments. You can read more about Mailchimp field types in their documentation.
Therefore, integrating Salesforce checkboxes with Mailchimp varies depending on the direction of data flow.
Salesforce to Mailchimp
We recommend mapping the Salesforce checkbox to either a Mailchimp text, radio button, or drop-down to handle this. Here are the options:
- Text Field: This is the simplest method. If you add the new Merge field from within our app, we create a text field. We will write "true" or "false" to text fields.
- Drop down or radio buttons: You can also map your checkbox to these field types in Mailchimp. We can translate to various choice options, below. Automatically translated options:
- True/False
- Yes/No
- On/Off
- Enabled/Disabled
- Active/Inactive
- Subscribe/Unsubscribe or Subscribed/Unsubscribed
- Accepted/Declined
- Approved/Rejected
- Allow/Deny
- Granted/Denied
Note: To map a Salesforce checkbox to any Mailchimp value other than the value sets above, you will need to create a separate formula field in salesforce.
This formula should translate the checkbox to your Mailchimp picklist values (i.e, "Count me in"/"No thanks"). Map this formula field to Mailchimp instead of the checkbox. You will only be able to map this formula field via the Data Wizard, not via Mappings, since formulas can't trigger mappings.
Mailchimp to Salesforce
In this direction, you can use a drop down or radio button field in Mailchimp with two choices.
Automatically translated values: The integration supports the following option values in that Mailchimp field when mapping to a Salesforce checkbox. The integration is not case sensitive.
- Yes/No
- 1/ 0
- True/False
Related Articles:
Troubleshooting mappings (links to other field types info)
