Real People, 24/7
Real people 24/7

Syncing Campaign Responses for Accounts and Person Accounts in Salesforce

Do you happen to use Salesforce and need to see the Marketing Metrics on the Account Layout?

Great! 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 Set Up, 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 our 28-Day free trial, the best practice is to create test Campaigns and test records to sync. 

Getting Started!

After creating a Set Up 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, Unsubscribes, 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.

Need some help?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled  

FAQs

Check out these Help Desk articles for answers to frequently asked questions.

Get Started | Login Issues | Pricing

Check out our subscriber's story here on how SyncApps helped them save hundreds of hours per year!

Subscriber-Story-kitchen-table-advisors-CTA.jpeg

Have more questions? Submit a request

Comments