Campaign Summary Can Now Be Synced To Salesforce

Our Constant Contact & MailChimp to Salesforce integrations are one of 100+ integrations with 1000s of subscribers relying on it to manage their business data today.

This integration allows subscribers to seamlessly sync Salesforce Accounts, Person Accounts, Contacts and Leads. It also covers other features such as filtering and segmentation to sync specific CRM records that meet your precise criteria as well as auto syncing opt-outs from Constant Contact or MailChimp to CRM and vice versa.

In a recent discussion from a subscriber, the issue revolved around the Email Campaign statistics flowing from Constant Contact back into Salesforce.

The subscriber was able to see counts of how many opens, clicks, forwards, bounces, hard bounces, etc, but was wondering about the percentages for each Email Campaign that flows through from Constant Contact as the numbers were off in Salesforce.

To accomplish this in Salesforce we recommended they get with their Salesforce CRM administrator or consulting team for a few minutes as all that is needed is to create 2 Numeric custom field + 1 formula custom fields on Campaign Object that calculate percentage value.  Also be sure to leave the custom field default value as blank.

Below is a screenshot of fields needed to be created that are setup correctly for your reference.

Campaign_Custom_Field__Clicks___Salesforce_-_Developer_Edition.png

 

Campaign_Custom_Field__Sends___Salesforce_-_Developer_Edition.png

Campaign_Custom_Field____Clicks___Salesforce_-_Developer_Edition.png

Since not all our subscribers use Salesforce internal formula fields to source the data SyncApps brings back to Salesforce and create their own reports, we decided to implement an enhancement.

  • Campaign Summary such as the total sends, opens, clicks, etc, can now be synced to Salesforce from Constant Contact and MailChimp

In order to enable this enhancement just follow the above layout steps for the Campaign Object to create custom fields in the Salesforce Campaign Object to store the values, next mapping each field in your Sync Profile Field Mapping Step 4.

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https___syncapps.cazoomi.com_sync_profile_edit_profileId_856567680_step_config_mapping_wizardId_ae66c1ff_cf00_4f88_8f5e_eb3fbed454f11506484813888__1_.png

NOTE: The values are the total number, not the percentage. But you can easily create a formula field in Salesforce to calculate the percentage.

*For example, % Clicks = (Clicks/Sends) * 100

Let us know if you have successfully got this setup and if you have any questions or need a setup review head here today!

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