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MailChimp Integration data in C&P

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  • MailChimp Integration data in C&P

    After adding the MailChimp signup feature to a Connect Form, and integrating with Salesforce: is there anywhere in the C&P Data record or C&P Transaction record (or any other C&P record) where the user's answer to the signup question appears?

  • #2
    Good day @[email protected]

    Would you please elaborate your question little more so that we can better assist you?
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

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    • #3
      Our client has included a mailchimp enews signup question to a form they built in connect. This is not a custom question built within C&P but one that was included in the form after they connected the third party integration of mail chimp. See screen shot for question in form. I know that when people fill out this form it populates a list in the client's Mail Chimp account, but they wanted to know if the data (the information of whether they checked or didn't check that box) was also recorded on any incoming C&P records to Salesforce. For example, in the C&P Data record that is created upon import to Salesforce there are details embedded like the SKU, etc. Since this enews question is part of the third party integration it is not visible in any settings areas of Connect. There are no options of associating a SKU or anything to that question so that we can map to fields in SF based on the person's answer. See screenshot. Just curious if there is a place where that "TRUE / FALSE" checkbox answer is stored in any C&P record when it is brought into SF or if we are purely reliant on the list that is added to in Mailchimp.
      Thanks!

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      • #4
        Good day @[email protected]

        Would you please share the link URL of the donation page in the question and the order number which is having those questions as well as the login access to your Salesforce instance.

        Looking forward to hearing back from you.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Hi, here is link to donation page with the mailchimp enews sign up question in it: https://legacylandconservancy.org/donate/ . The C&P account is 37794. "Legacy Land Conservancy" is the Campaign Name in the Connect website. All forms have this mailchimp integrated enews signup question. If you can find a place in the Connect Campaign Details where we can see this question, that would be great, so far it appears in the form but does not show up anywhere on the backend so we can't edit anything about the question.

          The SF org ID is 00D0P000000DhXL and you've been granted access.

          You can pick any incoming C&P transaction as none of them show Mailchimp info anywhere. I have no way to know which incoming transactions included a "TRUE" choice for that question because there is no data in the transaction, opp, or Data records that references that question. That is the main question I'm trying to answer: Do any objects that C&P creates in SF contain any reference to the MailChimp integrated enews signup question. We are trying to identify which incoming donations were the source for a contact signing up via this integrated question.

          Thanks!

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          • #6
            Good day @[email protected]

            I have discussed this with our developers and found that currently we are not passing Mailchimp values to the Salesforce. Currently that is only for subscription the eNewsletters.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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            • #7
              Thank you for your confirmation. If this is on your road map, please reply and let me know, otherwise you can consider this closed. Have a great day.

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