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By MailChimp

MailChimp for Salesforce
MailChimp App Settings
MailChimp List Overview
MailChimp Query Builder
MailChimp Queries Syncing
MailChimp Campaigns Overview
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Rating

(152)

Listed On

7/10/2013

Latest Release

1/16/2018

CATEGORIES

Mass Emails
Marketing automation for SMBs

More than 16 million people use MailChimp to design, send, and track email marketing campaigns. Keep your MailChimp and Salesforce.com data in sync with this free integration. View campaign reports, manage subscribers, create custom queries, and more.

Once you install MailChimp for Salesforce, you can: - Manage MailChimp subscribers from Salesforce leads, contacts, and list views - Upload MailChimp subscribers as Salesforce leads - Sync MailChimp lists to map Salesforce fields to MailChimp merge variables - Sync leads and contacts from Salesforce to MailChimp - Create custom lead, contact, and campaign member queries that run daily or even hourly - Manage MailChimp data storage options in Salesforce - See subscriber detail and full MailChimp activity - View MailChimp campaign reports and campaign share reports from within Salesforce - Add custom MailChimp fields and Visualforce pages to the Contact and Lead pages

Highlights

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing. Package Contents

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder. Lightning Components

Requirements

Salesforce Edition
Professional, Enterprise, Unlimited, Force.com, Womens Sansperate Ankle Strap Sandals Aldo Mvwwmzhb9
Performance, Essentials
Other System Requirements
If you have enabled the built-in integration with salesforce.com within MailChimp you may risk adversely high salesforce.com API call volumes when used in conjunction with MailChimp for Salesforce. Your org will also require API access.

Support

Support

Many people use MailChimp for their email lists. If you’d like to give your visitors a way to subscribe to your list on your blog, you can either use the subscriber popup form, or a regular signup form.

You can create a regular signup form, by embedding a JotForm or Wufoo form withMailChimp integration, directly into your site. Here are specific instructions for eachservice:

The Subscriber Popup Form

However, a subscriber popup form can be more engaging, as it appears on top of your site, the first time a user opens it. Here’s how you can set one up:

First, either create a MailChimp account or log in to your current one .

Next, create an email list for your website’s followers. Click here to view instructions on how to create a list in your MailChimp account. Once it’s created, navigateto your list, and click Signup forms .

Signup forms

From there select the Subscriber popup option.

Subscriber popup

Design and configure your form however you’d like.

Pro-Tip: It’s tempting to set up your form to show a popup as soon as visitors open your site. Definitely think about editing the settings to showcase the popup after 5 seconds instead of immediately. The MailChimp form will only show to visitors once! The more time they have to familiarize with your site, the better.

Make sure to Publish your form and then click View Code (both buttons are in the lower right).

Publish View Code

You’ll get a popup with some code. Copy that code, making sure not to change anything.

Back on WordPress.com, head over to Customize and select the site you’d like to run the popup. Select Widgets

Widgets

And then select the widget area (you may only see one depending on your theme). Next, click the button to Add a Widget .

Add a Widget

Either scroll down the list of widgets or search to find the MailChimp Subscriber Popup .

MailChimp Subscriber Popup

The widget’s settings will come up.

Now you need that snippet of code you copied from MailChimp’s site. Paste your code into the textbox. You can limit where the popup will appear to your visitors by configuring the widget’s Visibility settings . When you’re done making changes click the Save Publish button up at the top.

Save Publish

The first time a visitor comes to your page, they’ll get a popup with your subscribe form. MailChimp stores a cookie in the visitor’s browser so they don’t get the popup more than once. Here is an example:

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Brandon Chu
GM, Platform @shopify. Still a PM at ❤️.

While product managers may not build the actual product, they do produce something very tangible for a team: .

These decisions can be about anything: small ones like a line of copy in the docs, to big ones like what the MVP of a new feature should be.

The decisions PMs make are the ones that unblock their team so they can continue to build. They don’t need to make decision, but they are responsible for ensuring a decision gets made — whether by them, their team, or their stakeholders.

Product managers are the hedge against indecision, and it’s uniquely our job because we tend to have the most context in a company. Typically, the most important decisions that a PM makes are, in order:

Since we’ve already discussed these decisions before, and observed a really bad one , in this post we’re going to focus on something more general: What does it mean for a PM to be a good decision maker?

Being a Good DecisionMaker

Intuitively, matters At the same time, and in contrast, there are often factors outside of our control that determine outcomes.

Maybe you’re building an iOS app and then Apple changes their terms of service so your app is in breach. Maybe a law passes that makes your on-demand services illegal in your biggest markets.

These situations all happen in a flash, are hard to predict, and can negate any good decision you otherwise made. In such an environment, how can one objectively analyze their decisions?

I propose that being a good decision maker means doing two things:

Making good decisions using the right amount of information

Deciding how important a decision is, is the most important decision you can make. For people that make decisions for a living, understanding when one is really important vs. not-that-important is most critical skill.

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, Jeff Bezos touches on this concept with what he calls type 1 and type 2 decisions.

What Bezos drives at in the letter is that the impact of a decision guides how much effort you need to put into making it. You can be right 99% of the time, but if you’re wrong the 1% of times when ityou’re not an effective decision maker. The takeaway is that when the stakes are high, you should work a lot harder at making the right decision.

Although I don’t see Type I and II decisions as binary, I do see them as representing the spectrum for a framework for determining “decision importance”:

This framework breaks down decision importance into three dimensions:

The idea here is to plot a decision along these spectrums in order to determine an overall importance. Let’s take a look at three examples.

First, .

This is clearly a low importance decision. If you’re wrong, it’s very easy to undo. The impact of being wrong is limited only to the number of users affected during the period of change. The impact of being right is only incremental.

Note, this doesn’t mean it’s not worth doing, it means the decision to do it or not isn’t that important, and as we’ll see later that should affect the speed at which we make the decision.

Another example:

This is a medium to high importance decision. It might not take a lot of resources to execute, but the impact (both positive and negative) to the company’s brand and customer base is huge. Remember when Uber changed their logo and no one could find the app? Or when AirBnB did and no one could stop seeing genitals ?

One more:

This particular decision is medium to low importance. It’s important in that it will consume material resources, but also not important in that failure has no lasting downside.

This is a common decision type for tech companies that have reached scale and are looking for new ways to grow. The high investment + low impact of failure + high impact of success creates a risk/reward ratio that is very attractive to companies that can afford to spend the resources, so much so that they often create dedicated teams to repeatably experiment with these types of projects. Think Facebook’s Building 8 , or Google’s .

This framework, or any variation of it, will create common ground for you to compare decisions and articulate the importance of them to everyone you work with. Tweak it based on your company’s context, and recognize that defining decision importance informs everything else about how you should approach making the decision. So do it first.

Once you decide how important a decision is, you should adjust how long you‘re willing to spend onit.

I have a proposition for you, which is that good decision makers are also the ones who make most of their decisions . To get to that conclusion, we’re going to unbundle the following statements:

Let’s go through each of them.

1. The less important a decision, the less information you should try to seek to make it.

Products, especially those used by many people, are complex systems where predicting all the ramifications of a decision are practically impossible, even when you have 100% of the available informationSince we cannot perfectly predict outcomes,this effectively means that all decisions are we are making.

We choose to make these bets based our in a positive outcome, and that confidence is based on the amount of information we have. The more information we have as a percentage of all available information about a decision, the higher our confidence level should be.

“Information” in this context can be anything relevant to the decision. Using our previous sign-up button example, we could research button patterns from other sites as information to support a positive outcome.

Here’s the key question, though: should one be gathering before they make a decision?

Whether consciously or not, few people gather anywhere near 100% of available information before making a decision. What ends up happening is that at some point, every decision maker subconsciously thinks to themselves “I’m ~70% sure adding this green button will increase conversion.” and then they simply make it.

It’s that line of thought that reveals two things about how decisions actually get made by an individual: first, they assess their confidence level (70%), and secondly, they define a confidence threshold required to make that decision.

You may be willing to add the sign-up button with 60% confidence that it will create a positive outcome, but you wouldn’t change the company’s logo with only 60% confidence. The latter is a more important decision, and therefore the bar for confidence should be higher.

To summarize:

We can visualize these points in the model below:

This reveals something counterintuitive about decision making: your goal shouldn’t be to always make the right decision, it should be to invest the right amount of time in a making a decision relative to its importance.

The ramifications of subscribing to this are two-fold. The downside is that you will end up making more decisions, but when you do, they’re likely not important. The upside is that you will end up making decisions, which as a PM means you’re creating more .

How much more? That’s what the next section is about.

2. Information gathering effort follows the Pareto principle

What’s the difference in effort required for gathering 35% of information versus 70%? It’s not 2x — most of the time you will already have a significant amount of the relevant information close by: data about past user behaviour, previous research studies, previous attempts by the company, etc.

The Pareto principle applies here in that you can usually get ~80% of the information you need with little investment, whereas getting 100% will take a lot of effort.

Say you‘re a PM at Facebook and you’re deciding whether or not to get into the peer to peer buying/selling space. As evidenced by Craiglist, Letgo, and others, you know the opportunity is big so you start exploring the need for such a feature on Facebook.

You assess the importance, and come up with “medium important” because of the resource investment and the potential legal risks of facilitating transactions and commerce on Facebook.

What information would you gather to make this decision?

Well, probably the first place you’d look is the existing user behaviour within Facebook Groups. Are communities of people already doing this without having specific features for it? You can probably analyze the names of groups and the content being posted to them in order to identify how many users are already buying/selling.

By looking at the posts made in the groups, you can also probably figure out what is being sold, the composition of pictures being used, and how a transaction is happening even though there’s no payment features. To address the legal risk, you can also work with your legal team to research the implications to the company. All this information is readily available.

What you probably won’t be able to figure out so easily is: are people choosing to use Facebook for this instead of the established marketplaces? To find that out you’ll likely need to do more qualitative research directly with users, which is going to take a lot of time.

Do you need to? Is it worth the extra time?

Probably not. The readily available information provides ~80% of the context for figuring out if people want the feature and if the company can stomach the legal impact. Although knowing why they’re using Facebook for buying/selling will be important knowledge for designing the feature, it’s not really needed to decide whether or not to do it in the first place.

Generalizing this into a model, we can say that the time (effort) to gather information for decisions follows the Pareto principle:

Notice this curve is exactly the same as we showed in the previous section when we showed that the amount of information you need is based on the importance of the decision.

Merging these two curves together, we can actually model the appropriate speed of making a decision as a function of the importance.

The combination of these models reveal something important. The speed of your decision making not linearly correlated to how important you think a decision is, it’s correlated. Incorrectly assessing a low importance decision as high means you waste a significant amount of time gathering excess information.

3. Most decisions are not important

The model below shows that decision importance follows an inverse power law, where the vast majority of decisions are not important.

To save your time, I’m just going to assert that this model is directionally, intuitively, true.

We make decisions all day working at product companies — they are not all be of equal importance, and frankly most are trivial. Should we use the oxford comma, or not? Should we roll out to 5% of users, or 10%? Lunch meeting, or eat fast and meet up in 15?

Bringing it allhome

Let’s review our three statements and the conclusion they form:

Overlaying the last two models we covered illustrates this clearly.

decision makers, are decision makers.

Be a great decisionmaker

Applying these principles and frameworks are incredibly tough in practice. No one likes to be wrong, and as a PM being wrong is very public and can feel career damaging.

Understanding that decisions are your output as a PM can help you suppress your fears and focus on impact. If you packed boxes for a living, you wouldn’t think packing 3/hr flawlessly is better than 100/hour with a 2% failure rate. So why think that way about your output?

If you manage PMs, recognize that PMs that are uber careful and always right usually aren’t the ones who are driving the most impact. Impact is driven by those who are driving lots of decisions quickly, and are right when it’s really important to be.

The sign up button decision should be made fast, almost real time.

The Facebook buy/sell marketplace decision needs some time to think through, but it’s not the end of the world if you’re wrong.

You should take your time with the logo decision.

Before you go, some things to consider:

Thanks to NM Coutinho .
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