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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.”
Moving from Pardot to Mailchimp doesn’t mean losing your sophisticated dynamic list functionality. You can recreate those complex segmentation rules using Coefficient as a bridge between Salesforce and Mailchimp.
Here’s how to maintain your automated segmentation while gaining more flexibility for rule modification and monitoring.
Recreate dynamic list rules using Coefficient
Coefficient serves as middleware between Salesforce and Mailchimp, letting you pull data with complex AND/OR filter logic and process it in Google Sheets before sending to Mailchimp. This approach maintains the dynamic nature of Pardot lists while giving you enhanced control over segmentation rules.
How to make it work
Step 1. Extract Salesforce data with Pardot-equivalent filters.
Import from Salesforce Lead, Contact, or Campaign Member objects using Coefficient’s advanced filtering. Apply the same field criteria used in your Pardot dynamic lists, including complex AND/OR logic for demographic, behavioral, and scoring data. Include all relevant fields that determine list membership.
Step 2. Set up dynamic rule processing in Google Sheets.
Use Coefficient’s dynamic filtering feature to point to cell values, allowing you to modify segmentation criteria without editing import settings. Create formulas using Auto Fill Down to calculate list membership:. Set up separate columns for different list criteria to handle complex segmentation logic.
Step 3. Automate data refreshes for dynamic behavior.
Schedule hourly or daily refreshes to maintain dynamic list behavior similar to Pardot’s automatic updates. Use the Append New Data feature to track changes over time and identify when prospects enter or exit segments. Set up Slack or email alerts to notify when significant list membership changes occur.
Step 4. Export processed segments to Mailchimp.
Export the processed segment data as CSV files for Mailchimp import, or use Google Sheets’ native integrations with tools like Zapier to automate the transfer to Mailchimp segments. This maintains your dynamic segmentation while adapting to Mailchimp’s structure.
Start rebuilding your dynamic lists today
This approach preserves Pardot’s sophisticated segmentation capabilities while providing better visibility into your rule logic and segment changes. Get started with Coefficient to recreate your dynamic lists with enhanced flexibility.
