Segmentation & MailChimp

  • Go to Reports -> Click “New Report”


  • Open Accounts & Contacts -> Choose Contacts & Accounts -> Click Create


  • Change Date Field - Range to All Time


  • Click Filters - Add


  • Select “Last Activity” -> “not equal to” -> “LAST 30 DAYS” -> OK
    https://help.salesforce.com/apex/HTViewHelpDoc?id=custom_dates.htm&language=en_US


  • Remove unwanted fields by dragging off and add Email field by dragging on


  • Save and Run Report


  • Click Export Details


  • Change file format to CSV -> Export


  • Create a List in Mailchimp


  • Go to Add subscribers -> Import subscribers


  • Upload CSV file -> Upload List


  • Import


  • Score!

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