dotmailer for Salesforce - Salesforce campaigns

Contents

Using the 'Link to Email Address Book' button
Linking a campaign to an email campaign
Campaign membership updates

Summary

The standard Salesforce 'Campaigns' tab is found in its usual place.

sf_campaigns_tab.png

When drilling down into an individual campaign, however, the page will have two additional related lists:

  • Campaign to Email Campaign Link
  • Email Address Books

It will also have an additional button:

  • Link to Email Address Book

campaign.png

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 which lists 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.

If you later wish to change the initial synchronisation settings, and/or apply a filter based on the campaign members status, then click on the address book's name where listed and click on Advanced.

After linking is complete, you can use the the 'Email Address Books' tab's Synchronise Address Books button to populate the address book with the emails addresses from the Salesforce Campaign members. 

A successful request for synchronisation (if selected) will be confirmed.

sf_request_for_address_book_sync.png

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 a salutation, etc.), please see the Field mappings section.


Linking a campaign to an email campaign

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

When the Wizard hasn't 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 already filled in.

Use the 'Campaign Lookup' function (the magnifying glass icon) to pick the correct email campaign from the displayed list.

Select the required email campaign from the list of returned results.

Check that the correct one has been selected and then click Save.



Campaign membership updates

To update campaign membership values, firstly check which campaign membership values are selected and if updates are allowed for Salesforce campaigns.

To do this, go to Configuration > Global settings.

sf_campaigns_campaign_members_values.png

Within the Salesforce campaign, add members with their status as 'Sent', then link to an address book by clicking on the Link to Email Address book button and then synchronise the email address book.

For the email campaign that's to be sent, check that the 'Allow Campaign Membership Update' option is enabled.

Send the campaign by clicking on the Send Campaign Wizard button.

Immediately after the email campaign has been sent, the campaign member status values will be checked in the campaign and updated if applicable based upon the Campaign Member Values dialogue.

Both 'Clicked' and 'Opened' 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 Email sent to Opened to Clicked during subsequent synchronisations.

Soft bounced/Hard bounced statuses won't usually change.

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

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