Use the Salesforce Query Builder

After you connect the Salesforce integration, use the Query Builder to add leads and contacts to your Mailchimp audience, so you can target them with email or ad campaigns.

In this article, you'll learn how to use the Salesforce integration's Query Builder.

Before you start

• Before you use the Query Builder, make sure you successfully connected The Salesforce integration.
• To run queries automatically, you'll need to turn on data sync in the Salesforce integration. Data sync will add new contacts and update contact information in your Mailchimp audience.
• You can also choose to manually run queries. These will add new contacts to your Mailchimp audience, but won't update existing contact information.

About the Query Builder

The Query Builder allows you to pass Salesforce contacts, leads, and campaign members who share specific Salesforce field data into your Mailchimp audience.

You can run a query manually or schedule it to run daily with data sync. Queries run manually will add new contacts to your Mailchimp audience, but won’t update existing contact information. To update existing contact information, you'll need to use data sync.

Things to know

• Salesforce contacts and leads who checked the Email Opt-Out field won't be included in query results.
• If a lead or contact opts-out in Salesforce after they are added to your Mailchimp audience, they won't be unsubscribed in Mailchimp.
• To view tags for a Mailchimp audience in Salesforce when you build a query, click Sync Audience next to Mailchimp list name in Salesforce.

Create a query

To create a query manually, follow these steps.

1. Log into your Salesforce account.
2. Click the App Launcher drop-down menu and choose Mailchimp for Salesforce.
3. On the Member Queries tab, click New Query.
   
4. Choose an audience and any interest groups or tags, and click Next.
5. Select the objects you want to include in the query, and choose your filters for each object.
6. Click Next.
   
7. Preview the results of the query. If you need to make changes, click Previous Step. Or, click Next to continue.
8. Type a name for your query. The default is Audience Name - Today's Date.
9. If you are an account admin and want a query to run regularly, click the Run daily at drop-down menu and choose a time to run the query.
   
10. To save your changes and exit, click Save. Click Save and Run to manually run the query.

Schedule and run automatic queries

If you are a Salesforce account admin, you can schedule queries to run at the same hour each day, along with the data sync job.

To schedule a query, follow these steps.

1. Navigate to the MC Setup tab.
2. On the Member Queries tab, click Schedule next to the name of the query you want to edit.
   
3. Click the Run daily at drop-down menu and choose a time to run your query.
   
4. To save your changes and schedule your query, click Save.

Manually Run a Saved Query

If you prefer to manually run queries you've created, follow these steps. Manual queries will add new contacts to your Mailchimp audience, but won't update existing contact information.

1. Navigate to the MC Setup tab.
2. On the Member Queries tab, click Run Query next to the name of the query you want to run.
   
   Each time a query is triggered, we'll check for new leads or contacts that match the query criteria and add them to your Mailchimp audience.

Edit a query

If you need to edit an existing query, follow these steps.

1. Navigate to the MC Setup tab.
2. On the Member Queries tab, click Edit next to the name of the query you want to edit.
   
3. Make your changes to interest groups or tags, and click Next.
4. Edit the objects included in the query, and choose your filters for each object.
5. Click Next.
6. To save your changes and exit, click Save. Click Save and Run to manually run your query.