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  5. Adding a scheduled process

Adding a scheduled process

Give your process a name, select ‘Activity Manager’ and choose ‘Schedule – a recurring process’

Data Selection

Select the Mailchimp Audiences from the dropdown,

Activity

Select what data you want to retrieve from Mailchimp, you can choose one or more of the following:

Campaign Selection

Select the Salesforce Campaign that you wish to update or create a new Campaign within Salesforce

Next, select how Chimpegration with match on contacts

Schedule

Select how often the process will re occur

Field Mappings

Select which fields to match

Review and Confirm

Review your process and then click on ‘save’ to run the process