We have several custom objects that store Mailchimp data in Salesforce. These objects can be used in Salesforce reporting. In our package, we provide some sample reports.
Where to find reports
• In-app - Click the reports button anywhere in the app. For example, the Audience Summary page has reports on members, imports, and campaign activity, filtered to that audience.
• Campaign menu - On the Campaigns list, use the pull-down action menu for a report filtered to that campaign. (https://jmp.sh/3xQEAYWP)
• Reports folder - Access the full set directly from the Mailchimp reports folder in the standard Salesforce Reports tab.
Includes Report types
Also in the package are several managed Salesforce report types that you can use to build your own Salesforce reports.
• Mailchimp Accounts - The connected account(s). Parent to most of the objects below.
• Mailchimp Audience - An audience/list in Mailchimp, with aggregate stats and defaults.
• Mailchimp Campaigns - Email campaigns sent, with stats for the mailing.
• Mailchimp Email Activities - Optional (more info). Every engagement a member has with a single email.
• Mailchimp Group Categories - Group classification. (more info)
• Mailchimp Groups - Groupings of Mailchimp members.
• Mailchimp Imports - Data Wizards, including status and schedule.
• Mailchimp List Histories - Ongoing monthly stats for each audience.
• Mailchimp Members - Audience members and their current status. An email exists only once per list.
Note: By default, we do not enable standard Salesforce reporting on our objects. This is to avoid over-burdening your staff with our system fields that are only necessary for processing. While you can't update our packaged report types, you can enable standard reporting if needed or build your own custom report types. Please see the related article on creating your own reports.
Related Articles
• Can I create my own reports?
• How can I report on email tracking?
• How do I show campaign fields on Email Activity reports?
• How do I report on total opens and clicks per person for each campaign?
