Give your process a name and choose ‘Scheduled – a recurring process’

Select a Campaign to pull data from in Salesforce and a Mailchimp Audience to push data into.

Tags

You can add records in this export to an existing Mailchimp tag or create a new one. You can add multiple tags.

You can also choose whether to add to any existing users tags or overwrite their current tags.

You can choose whether to only add new emails or add new email addresses and update existing records. The first option will not update the values of constituents already in Mailchimp. Please note that existing constituent records are matched by email address only in the export.

Schedule

Choose the schedule for your process, you can select from daily, weekly, or monthly, and choose a date and time for the first excecution.

Field Mapping

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

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

The ID field must be matched to the appropriate Mailchimp field in order for the export to proceed. You must also include an email address or the export will not run, as this is a field required by Mailchimp.

You can set up any number of additional merge fields in Mailchimp before your import to accommodate your Salesforce data.

Click ‘done’ and your process is set up ready to run. Please note that the tile appears on the dashboard only when your schedule runs.