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  5. Creating an Ad Hoc (one off) Mailchimp Data Update

Creating an Ad Hoc (one off) Mailchimp Data Update

Give your process a name and choose ‘Adhoc – one off process’

Data Selection

Select a Salesforce Campaign to pull from and choose to add new subscribers and/or Update Existing Subscribers.

Mailchimp Settings

You can choose from a selection of fields you wish to use in the mailing (e.g. first name, donation amount etc), email address and a ID are required fields.

Field Mapping

Here you can map your Salesforce fields to your Mailchimp merge fields.

If you do not wish to import certain Mailchimp fields simply ignore them in your mapping.

The ID field must be matched to the appropriate Mailchimp field, this field is mandatory.

You can set up any number of merge fields in Mailchimp before your import to accommodate your Salesforce data. You must include an email address or the export will not run, as this is a field required by Mailchimp.

Click done and your process will run immediately.