dotmailer for Salesforce - Introduction

Summary

The dotmailer for Salesforce connector allows you to send dotmailer Email Campaigns to your leads and contacts and to view Email Campaign data. This functionality is available in the dotmailer for Salesforce app.

Email Campaigns must always be created in dotmailer and synchronised to Salesforce. After an Email Campaign is sent, it's synchronised at regular intervals so that you can view Email Campaign data, such as number of email opens, in Salesforce.

These articles assume that the dotmailer for Salesforce installation articles have been followed to install, configure, grant user permissions, and modify page layouts for the primary dotmailer account.

A Frequently asked questions article has been designed to help you with specific processes.

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Using the dotmailer for Salesforce app

Select dotmailer from the app menu.

Please note:

In older versions of Salesforce, the dotmailer for Salesforce app is labelled 'Email Marketing'.

If you don't see the dotmailer for Salesforce app in this menu, ask your administrator to give you the correct permission set.

dotmailer_app.png

The dotmailer for Salesforce app gives you access to four additonal tabs, plus a 'Configuration' tab for administrators:

  • Email Studio: Work in dotmailer without leaving Salesforce
  • Email Campaigns: View all the current Email Campaigns that are available to your Salesforce user
  • Email Address Books: Work with Email Address Books
  • Forms: View all the dotmailer surveys and forms that are available to your Salesforce user
  • Configuration: Configure global settings and account setup. Global settings need to be configured to enable the dotmailer for Salesforce app to function. These tasks are usually reserved for an administrator.

Standard tabs with additional functionality

As well as the additonal tabs, the dotmailer for Salesforce app also extends the functionality of the following existing Salesforce tabs:

Check out the other dotmailer for Salesforce articles:

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Comments

  • Avatar

    the flow chart has an issue - the sync is not optional. as soon as you link a campaign w/ an address book, it will automatically be queued up to sync.

    this is major issue if you have any join triggers / automation programs on the campaign, and want to use member status filters. you have to start w/ an empty campaign.

  • Avatar

    Hi Gorav,

    Thanks for bringing this to our attention. I've removed the flowcharts for now while we update them.