Support for Campaign Response sync for Person Accounts (Account object)

Are you using Salesforce and need to see Marketing Metrics on the Account Layout?

Shoot our Support team (support@cazoomi.com) a request today to enable this feature on your SyncApps.

Once confirmed we will turn on the customization option on your account:

"Use this to allow Campaign Response sync if Account sync object type is selected"

If Sync Campaign Responses is enabled then custom fields in Salesforce.com will be automatically created for placement on the CampaignMembers (Campaign History) object to store email marketing metrics such as number of opens, clicks and bounces. Only 1 Campaign is synced on every Free Trial.

Getting Started:

Once you have created a Sync Profile from your dashboard, and saved it, be sure to check your Salesforce layouts to make sure all fields created by SyncApps are dragged into the layouts for your Salesforce organization.

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.

 

Have more questions? Submit a request

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