Using Salesforce Campaigns with SyncApps is easy as we automatically pull in all your active campaigns, sorted in alpha order for easy selection.

 If you are in a 2 Week Free Trial best practice for testing is by selecting 1 Campaign to sync over to your Email marketing platform, put a few contacts or leads into it, then you are all set up to click "Sync Now".  If you are using both leads and contacts be sure to have 2 Sync Profiles setup for both object types, Leads & Contacts.

  Don't forget to also set up the Salesforce side layouts too prior to syncing using Campaigns or Marketing List.

Salesforce layouts check-point for Campaigns and Marketing List functionality:

*Campaign CazoomiID is placed in Campaign Page Layout

*CampaignMember CazoomiID is placed in CampaignMember PageLayout

*The metrics fields placed in Campaign History layout (note: MailChimp forwards will not be created)

*If using Marketing List (place the Lead and Contacts total subscribed fields, which are created upon install, on the Marketing List page layout)

 

On your Free trial only 1 Email Campaign and their metrics are synced over from your Email marketing platform to your CRM based on everytime you click "Sync Now" for easy testing. Also, only 100 opt-out are allowed to sync over to CRM on your Free Trial.

 

 On paid plans only is there scheduling enabled and the time Campaign response metrics sync over are determined by the first sync time (3 hour intervals).

 

 If you have any questions around what a feature does just scroll over the  in SyncApps screens as they are your "SyncNotes" for setting up your SyncApps Profile (Salesforce to your Email marketing platform).

 Permission issues do sometimes come up so please check that Salesforce user used in SyncApps configuration has permissions to create a campaign.      Please also check if there is any trigger defined on campaign object that does custom validation as this will cause issues on bring back metrics into Salesforce.

 

 

 If on Syncing you receive this error message please be sure to check your "Marketing User" checkbox is set too for user.

ERROR	Error on campaign response sync: Error on processing object: {Name=Test, Status=Completed, CazoomiId__c=160bec35ee, IsActive=true, Type=Email, type=Campaign}
	entity type cannot be inserted: Campaign (Error code: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY)

  

Let's look at "Cazoomi Marketing List" next 

 

Because segmentation is key to driving incremental revenue to your small business focus on also using our easy to use Cazoomi Marketing List.  Copy contacts, leads and now also copy Salesforce Campaigns to each Cazoomi Marketing List for seamless syncing to your Email Marketing list, group or category.

After installing the Cazoomi Marketing List package you will need to: 

1. Create a Marketing List 
2. Check "Sync This List" check-box 
3. Add some contacts, leads or copy a Campaign to your Marketing List (2 Sync Profiles needed for Leads & Contacts)
4. Click "Sync Now" on your Sync Profile page

If using MailChimp as your Email Platform of choice you have Webhooks as an option.  Webhooks are needed if you want to sync Group information changes in MailChimp back to Salesforce Marketing List: Example is add/remove Marketing List members.  (Optional and Webhooks do not work on Salesforce Campaigns)

We have made an enhancement to automatically create Webhook if user selects Marketing list sync option or checked "Update Salesforce if subscribers update their profiles in MailChimp".

 

Click below to head over to our Customer Lobby today!

  

Cazoomi Marketing List Setup

Each “Cazoomi Marketing List” created in Salesforce will automatically create the below in your Email Service Provider upon each sync:

Act-On Software - A marketing list is auto-created with the ability to then pull in "Behavioral score" via Custom Field Mapping to your leads in real-time.

Constant Contact - An email list is auto-created for each Marketing List or Campaign for easy segmentation. 

 Setup Guide for Salesforce http://cazoomi.zendesk.com/entries/21337878-Constant-Contact-to-Salesforce-com-Guide

Delivra - A category is auto-created which can continually be updated by syncing new members. 

ExactTarget - An email list is auto-created and you can combine multiple email lists into a new, single email list when one big mailing is needed.

MailChimp - A Group is auto-created under your "Master List(s)" which can continually be updated by syncing new members. 

Check out the MailChimp Setup Guide today! http://connect.mailchimp.com/how-to/5

*MailChimp only allows for 60 groups in each list for segmentation, so best practice is to use MailChimp segments with Salesforce Campaigns.

 

Use Salesforce Campaigns? You can now copy to "Cazoomi Marketing Lists"

The "Cazoomi Marketing List" provides functionality to Salesforce.com which can sync your contacts and leads to Act-On Software, Constant Contact, Delivra, ExactTarget and MailChimp.

Installation:
Once all the components are deployed, the user can create a Marketing list record. Once created, one can add Contact and Lead members by clicking on the Add members button on the related list of List Members - Contact and List Members - Lead.  Copying of Campaigns to Marketing List are supported.

Package:
A managed package called ‘Cazoomi Marketing List’ includes all needed components for Cazoomi Marketing lists management.

Cazoomi Marketing List

*Also works with Force.com only licences, Convio Common Ground®, Fonteva's MemberNation and other Appexchange Apps sharing common contact or lead objects.

 SyncApps Profile:  

In the Sync Dashboard each subscriber will need to create a separate Sync Profile for Contacts, Leads or Accounts/Customers with each named Master List. 

 

 

 Sync Salesforce.com Campaigns or Marketing Lists to Email Service Providers lists, groups or categories automatically.

Main features:

Supports Campaigns | Lists with unlimited campaign members (10,000 contacts or leads Visualforce page limit applies per campaign)

Manages Opt-outs automatically between CRM and ESP (Email Service Providers)

Allows filtering of Campaign | List members

Sync Campaign responses to Salesforce.com capturing opens, clicks, unsubscribes, hard bounces, lead source and more

Webhooks: manage email subscribers (MailChimp groups) in real-time or on a scheduled basis in your company

Sync Salesforce.com Campaigns to Lists, Groups or Categories automatically with seamless integration of Accounts, Contacts or Leads

 Getting started configuring Salesforce:

As you run your marketing campaigns in your Email Service Provider, SyncApps automatically updates the contact and lead records in Salesforce.com, by adding all the marketing touch points (such as emails sent, opens, click throughs, bounces, forwards and more) to the Campaign History on each record.