dotmailer for Salesforce - Salesforce campaigns

Summary

The standard Salesforce 'Campaigns' tab remains unaltered.

sf_campaigns_tab.png

However, when drilling down into an individual campaign, the page has two additional related lists - 'Email Address Books' and 'Campaign to Email Campaign Link' - and an additional button - Link to Address Book.

'Email Address Books' lists all of the email address books that are linked to the Salesforce campaign; multiple address books can be linked to a Salesforce campaign. The contacts in the address book are populated and updated by the connector's address book synchronisation.

'Campaign to Email Campaign Link' lists all of the email campaigns that are linked to the Salesforce campaign; again, multiple email campaigns can be linked to a Salesforce campaign).


Using the 'Link to Email Address Book' button

Clicking the Link to Email Address Book button opens up a window, listing your available email address books.

sf_link_to_email_address_book_window.png

If no address books are listed, or if a new address book needs to be created, click on Create new address book, enter an appropriate name (it can be useful to have a similar name to the Salesforce campaign that it's being linked to) and click Create.

sf_create_new_address_book.png

You'll be informed that the address book has been successfully created and it will appear in the list for selection.

Select the email address books that you want to link to the Salesforce campaign and then click Link

You'll be informed that the link has been successfully created and that the address book/s have been queued for synchronisation.

Address Book Settings can be used to change the initial synchronisation settings and also apply a filter based on the Campaign Member Status. This option is not available if multiple Address Books are selected.

After the linking is complete, it is usual to use the Synchronise button to populate the address book with the emails addresses from the Salesforce Campaign members. By default, the contents of the address book will include:

  • Email address
  • First Name
  • Last Name
  • Full Name

If any more contact data is required (such as salutation) please see the Field mappings section.

The request for synchronisation is displayed (if selected).


Campaign to Email Campaign Link

The link between the Salesforce Campaign and the Email Campaign will be automatically created when the Email Campaign Wizard is used to send the Email Campaign.

When the Wizard has not been used to send an Email Campaign, the link can be manually created by clicking the New Email Campaign to Campaign Link button.

The selected Campaign is auto filled. Use the finder to pick the correct Email Campaign from the displayed list.

Select the required Email Campaign from the list.

Check that the correct one has been selected and then choose Save or cancel.


Campaign Membership Update

For Campaign Membership values to be updated, first check which Campaign Membership Values are selected and if updates are allowed for Salesforce Campaigns (Configuration tab Global settings dialogue.)

Within the Salesforce Campaign, add Campaign Members with their Status as Sent, then link to an Email Address book and synchronise.

For the Email Campaign that is to be sent, check that the Allow Campaign Membership Update option is enabled.

Send the campaign using the Send Campaign Wizard.

Immediately after the Email Campaign has been sent, the Member status values are checked in the Campaign and updated if applicable based on the Campaign Member Values dialogue.

Both Opened and Clicked are classified as "Responded", this can be altered if required.

After the next synchronisation the behaviour of the recipients will cause an update to the Campaign Member statuses as indicated in the example below.

A status can change from Sent Email to Sent to Opened to Clicked during subsequent synchronisations.

Soft Bounced/Hard Bounced will not usually change status.

Any of the statuses can also be changed to Unsubscribed if the recipient responds in that way. This status overrides all other statuses.

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