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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Coefficient’s ability to access related object fields through lookup relationships makes it particularly well-suited for transferring complex multi-object Pardot segmentation rules to Mailchimp-compatible formats. You can preserve sophisticated segmentation logic that spans multiple Salesforce objects while adapting it to Mailchimp’s structure.
Here’s how to handle complex relationships and translate multi-object rules into effective Mailchimp segmentation criteria.
Preserve multi-object segmentation logic through lookup relationships
Pardot’s most sophisticated segmentation often relies on data from multiple related objects. Coefficient’s lookup relationship capabilities ensure you can access all the data needed to recreate these complex rules while Google Sheets processing handles the logic translation.
How to make it work
Step 1. Access multi-object data through lookup relationships.
Import from primary objects like Leads, Contacts, and Accounts while accessing related object fields through lookups in a single import. Use the “From Objects & Fields” method to select specific fields from multiple related objects simultaneously. Access custom object relationships that may be part of sophisticated Pardot segmentation logic, ensuring comprehensive data coverage.
Step 2. Handle common multi-object segmentation scenarios.
Process complex rules that span multiple objects, such as Lead score + Account industry + Account annual revenue, or Contact role + Opportunity stage + Opportunity close date. Handle Lead + Campaign Member combinations for Lead source + Campaign type + Campaign response status rules. Work with Contact + Account + Custom Objects for Contact title + Account tier + Custom subscription status scenarios.
Step 3. Translate complex multi-object rules using combined logic.
Recreate multi-object Pardot rules using Coefficient filtering and Google Sheets logic. For example, to segment Technology leads with qualified opportunities: import Leads with Account.Industry field, filter for, include Opportunity.StageName through Contact-Opportunity relationship, then create calculated field:.
Step 4. Handle advanced relationship scenarios and data quality.
Use custom SOQL queries for complex multi-object joins not available through standard lookups when needed. Process one-to-many relationships by aggregating related object data appropriately. Implement validation logic for required lookup relationships and create fallback logic for optional relationship fields to ensure data integrity.
Maintain sophisticated multi-object segmentation
This approach ensures that complex multi-object segmentation logic from Pardot is preserved and can be effectively translated to Mailchimp’s segmentation capabilities. Start transferring your multi-object rules today.
