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Classic: Installing Mailchimp App Integration
Classic: Installing Mailchimp App Integration

This article was created from a Google Doc.

Updated over 4 months ago

Instructions for Installing MailChimp App into Jasmine.
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MailChimp also has online documentation: http://kb.mailchimp.com/integrations/other-integrations/install-mailchimp-for-salesforce
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Go to the MailChimp App for Salesforcehttps://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3byfEAB
Click Get It Now

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Click Log in to the AppExchange

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Enter your Jasmine credentials

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Click Install in production

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Check the Terms and Conditions checkbox and click Confirm and Install!

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Might ask you for Jasmine credentials again.

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Select Install for Admins Only and click Install

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Check the "Yes, grant access to these third-party web sites" checkbox and click Continue.

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Wait for the install to finish

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The MailChimp App takes some time to install. We'll get an email when done.

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Under Installed Packages, we see MailChimp for Salesforce is installed.

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Go to a Contact and click "Edit Layout"

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In the layout editor, scroll down to the start of the Contact Detail heading

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In the layout editor menu, click on Buttons.

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Grab and drag the MailChimp Subscriptions button to the Custom Buttons area.

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Click Save

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Edit Permission Set Assignments
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Click Setup

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Go to Administer -> Manage Users -> User

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Click on your username (Not the Edit link)

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Scroll down to Permission Set Assignments and click Edit Assignments

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Select and add both MailChimp Admin and MailChimp User

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Click Save
Turn On Hourly Sync
Go to All Tabs (+ sign) and click MC Setup

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Click Login

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Click OK for the redirect popup

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Enter your MailChimp username and password

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Check the "Allow MailChimp to create Leads in Salesforce" checkbox and click "I am Ready to Map Fields"

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Click Save

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Go through the tutorial

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Click Turn on Hourly Sync

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Manage Contact Subscriptions
Go to a Contact and click MailChimp Subscriptions

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Click the list

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Click Subscribe

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Click the "This person has given me permission to add him/her to my MailChimp list." checkbox

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