A marketing platform like Mailchimp shows a subscription status for each contact. As marketing and sales teams work from different apps there is no unified way to handle contact subscription out of the box. This is where Outfunnel can help.
By default, contacts can subscribe and unsubscribe in various ways and itâs either:
a contact initiated action (ie subscribing through a form or unsubscribing from an email) or
an admin initiated action (ie marketeer unsubscribing the contact)
Most sales and marketing teams have no process in place to keep this info up to date and this creates two problems:
As the subscription field doesnât show in the CRM sales doesnât know what the status is and they might send communication to a contact who shouldn't be contacted.
If a sales rep wants to subscribe or unsubscribe a contact it's usually a manual process which is cumbersome and error prone. This means that the contact will receive marketing emails when they shouldn't and won't receive it when they should.
How to set up a unified subscription status between your apps
Outfunnelâs two-way contact and engagement sync solves this.
Youâll have an up to date and automatically updating field in the CRM that shows the contactâs subscription status in the Marketing tool. For example, when a contact is unsubscribed in the Marketing tool this field will update to âUnsubscribedâ in the CRM.
If a sales rep updates a field in the CRM to "Subscribed" the contact will be subscribed to the Marketing tool and if it's updated to âUnsubscribedâ the contact will be automatically unsubscribed from the Marketing tool.
If you are using Pipedrive with Klaviyo or Mailchimp
Create a text field in Pipedrive called Subscription status. You can also use a single option field with the values: subscribed, unsubscribed, archived, deleted, cleaned
Create a Pipedrive filter
Add the condition: person > subscription status > is not > unsubscribed. This means that all contacts that have the respective value will not appear in the filter. You may add other conditions if you donât want to sync over all other contacts.
Set up a contact sync in Outfunnel
Select two-way sync
Choose the newly created Pipedrive filter for the Pipedrive > Marketing tool rule (these contacts will sync to the Marketing tool)
Choose All contacts or a specific segment for the Marketing tool > Pipedrive rule (these contacts will sync to Pipedrive)
Map the Subscription Status field from the Marketing tool to Pipedrive
Start the sync.
If you are using any other combination of tools
Create a single option field in the CRM called Subscription status with the value âUnsubscribedâ.
Create a CRM segment
Add the condition: person > subscription status > is not > unsubscribed. This means that all contacts that have the respective value will not appear in the segment. You may add other conditions if you donât want to sync over all other contacts.
Set up an engagement sync in Outfunnel
Select the lists that Outfunnel should track for engagements
Choose to update the newly created field to âUnsubscribedâ when an unsubscribe occurs
Set up a contact sync in Outfunnel
Choose CRM > Marketing tool as direction
Choose the newly created CRM segment for the sync
Start the sync.