Hey there, thanks for stopping by!
You happen to use Salesforce and need to see the Marketing Metrics on the Account Layout?
Great! As this is super simple! Just select Account as the Object type then selects the option “Campaign Response for Person Accounts”.
Please note that:
If Sync Campaign Responses is enabled on your Sync Profile, then custom fields in Salesforce will be automatically created for placement on the Campaign Members (Campaign History) object to store email marketing metrics such as the number of opens, clicks, and bounces. On a 2 weeks free trial, best practice is to create test Campaigns and test records to sync.
After creating a Sync Profile with Account as the Object Type. Check Salesforce layouts to make sure all fields created by SyncApps are dragged into the layouts for your Salesforce organization.
Do these super simple steps for Salesforce layouts check:
- Drag Campaign CazoomiId into the Campaign Page Layout
- Drag CampaignMember CazoomiId into the Campaign Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces
- The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" into Salesforce upon each scheduled sync
By default, custom fields will not be displayed on any Salesforce layouts. To make the custom fields visible, please update your layout for Campaign Response.