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This feature is targeted at creating records in Salesforce NPSP or syncing back Marketing Metrics. You can use it to check each email address on the record and see if it already exists and/or if it’s under the record’s non-preferred email addresses like Home (Personal), Work, or Alternate email addresses.
This is ideal for nonprofits that thrive on donations.
For example, you can see a new record in Mailchimp who donated to your nonprofit personally, not from that of the organization they are part of. Instead of creating/syncing the Company name in Mailchimp to the Company name/Account Name/Org name in Salesforce NPSP, we will create an Affiliation (Household account) for that record instead. This way, you can keep better track of who donated and whether their donation had anything to do with their work affiliation or not.
By default, if the Company from, for example, Constant Contact is not blank, then SyncApps will create it as an Account in Salesforce and it will be the Account Name for the Contact. If the feature is enabled, then SyncApps will still create the Company as an Account, but only as an Affiliation. SyncApps will also create a Household Account as the Contact’s Account Name.
Built-in features:
If this feature is enabled, SyncApps will look at any email fields on the record in Salesforce to see if that newly created record from your Marketing Automation software already exists under those fields.
Here are the field examples below:
npe01__Preferred_Email__c
npe01__HomeEmail__c (Personal Email)
npe01__WorkEmail__c
npe01__AlternateEmail__c
If the email address already exists as one of the non-preferred email fields then SyncApps will not update those emails to that Salesforce record. Unsubscribe data will be aligned with the Preferred email only. You can also use Field Mapping feature to map a custom email field between NPSP and Mailchimp.
For Marketing Metrics, if this NPSP feature is enabled and “Sync Campaign Responses to all matching records” is also enabled, then we can sync the updates from those non-preferred email addresses to the Main (preferred email) record.
If the record opts out of the Preferred email in your Marketing Automation solution then this is the only record that will sync back to automatically check the Email Opt Out in Salesforce. See here for a detailed explanation on the NPSP unsubscribe feature.
These use-cases here are using the Checkbox Field Mapping feature for Salesforce NPSP integrations in SyncApps.
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