Client Background

The client is a Switzerland-based NonProfit organization focused on promoting a peaceful world.

Astrea Approach

To address these challenges, the Astrea IT team followed a structured approach:

• Analysis of Existing Pardot Solution:
  
  
  • The team carefully analyzed the client’s Pardot setup to understand existing workflows, contact structures, and integrations before planning the migration to Mailchimp.
• De-duplication of Contacts in Salesforce:
  
  
  • The team conducted a thorough analysis of over 20,000 contact records in Salesforce to identify and clean up duplicate entries.
  • Assistance in de-duplication: The team assisted the client in cleansing the contact data to ensure it was accurate and up-to-date before migration.
• Data Migration to Mailchimp:
  
  
  • The cleaned contact database was successfully migrated to Mailchimp.
  • Custom fields were created in Mailchimp as per the client’s specific requirements to ensure a seamless transition.
• Salesforce to Mailchimp Integration:
  
  
  • Beaufort12, a Salesforce connector for Mailchimp, was installed and configured. This allowed for seamless data synchronization between the two platforms.
  • Mapping Mailchimp Fields to Salesforce Fields: The team mapped Mailchimp fields to their corresponding Salesforce fields to ensure data integrity and consistency.
  • A Field History Tracking Report was provided to the client to keep track of changes to contact records.
• Recreation of Email Templates, Forms, Tags, and Newsletters:
  
  
  • The Astrea team recreated existing email templates, forms, tags, and newsletters from Pardot into Mailchimp to ensure that marketing campaigns could continue without interruption.
  • Automations: New automations were created in Mailchimp to trigger actions such as adding contacts as campaign members when they subscribed to new campaigns.
• Optimization of Salesforce Duplicate Rules:
  
  
  • The Salesforce duplicate rules were optimized to prevent new duplicates from being created in the future.
• Training and Support for Users:
  
  
  • The team provided training to users on how to use the Beaufort12 connector and Mailchimp, ensuring smooth operations post-migration.
• Automated Sync Between Salesforce and Mailchimp:
  
  
  • Automation was set up to ensure that contacts in Salesforce that met specific criteria were automatically synced with Mailchimp for future campaigns.
  • Bi-directional sync was established, ensuring that any changes made in either Salesforce or Mailchimp would be reflected in both systems.

Results:

• Clean and Reliable Contact Database:
  
  
  • The client now has an updated and clean contact database for use in future Mailchimp marketing campaigns.
• Automated Contact Sync:
  
  
  • Contacts that meet specific criteria in Salesforce are automatically synced to Mailchimp, ensuring that the marketing system is always up-to-date.
• Bi-Directional Sync:
  
  
  • A bi-directional sync between Salesforce and Mailchimp ensures that any updates in one platform are reflected in the other, maintaining data consistency.
• Automated Campaign Membership:
  
  
  • Contacts interested in new campaigns are automatically added to tags in Mailchimp and campaigns in Salesforce as campaign members, optimizing marketing efforts.
• Preventing Future Duplicates:
  
  
  • With the new deduplication system in place and the optimization of Salesforce’s duplicate rules, the client can now avoid the creation of duplicate contacts in the future.
• Streamlined Workflow in Mailchimp:
  
  
  • The workflows in Mailchimp are now streamlined, allowing the client to run more efficient and effective marketing campaigns without manual intervention or technical hitches.

Technologies/Tools

Custom And Standard Objects/Fields, LWC, Validation Rules, VF Pages

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