Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
Big news for many of our customers who have been happily using the Mailchimp for Salesforce App to sync their EDM tool with their CRM.
This app has been around since the stone age (at least 2013) and at last count we had implemented this for at least 74 (!!!) customers.
It was not well-supported and had several issues - causing me to write this article The Ultimate Mailchimp for Salesforce Guide to support our customers and any else wanting help to get it to work satisfactorily.
Since May 2024, the Beaufort 12 Mailchimp for Salesforce is the NEW official solution, and the only App on the Salesforce App Exchange. Is is now a paid app (starting from $25 USD per month per org which is really quite reasonable) so that is the only solution moving forward.
At this stage, the OLD package will still work if you use it (and I do!!) but it has been hidden from the Salesforce AppExchange and the Mailchimp Marketplace.
Here is more information about the Beaufort 12 Mailchimp for Salesforce and here is the listing on the Salesforce AppExchange.
