New to SyncApps and still studying how to sync your Marketing Metrics such as opens, clicks, bounces, etc.?
See the details below!
Here are a few Help Center Articles that will help you have an idea of how Salesforce to Marketing Automation works:
- How Salesforce works with your Marketing Automation
- Getting Started with Campaign Layout Fields in Salesforce
- How to choose the correct "Campaign Response Sync Mode" to bring back Campaign metrics to Salesforce
- Best practice after setting up your Constant Contact integration for success in your Trial!
- Constant Contact and Salesforce Integration in 12 Easy Steps using Salesforce Campaigns
Flow: Salesforce to Marketing Automation
Records from Salesforce CRM Campaign A and CRM Campaign B are now synced to your Marketing Automation's Main List/Audience and are now created into segmented Email List(s) or Group(s) with the same name under that Main List/Audience.
In Step 1 of the Set Up Configuration, you have selected "Create a New Salesforce Campaign" as the Campaign Response Sync Type.
Flow: Marketing Automation to Salesforce
Now that the records have landed in your Marketing Automation's Main List/Audience, create and run the Marketing Automation Campaign and make sure that you have selected these Email List(s), Group(s) that were created from the Salesforce CRM Campaign(s) as the recipients of the Campaign.
Let's assume that the Campaign is 100% done and when the sync runs, SyncApps will then create a new Salesforce CRM Campaign together with the Marketing Automation's Campaign Responses marketing metrics such as opens, clicks, bounces, etc.
Scenario: Some "Built-In" Salesforce Apps don't have a Campaign Object
Some Salesforce orgs do not have a Campaign Object like Apto, Ascendix, and so on. In this case, as an alternative, you can use "Create Activity" or "Create Contact or Lead Notes". For "Create Contact or Lead Notes", be sure to add the "Notes and Attachments" to your Contact or Leads page layout under Related Lists.
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 firstname.lastname@example.org | Live Chat & Phone is scheduled
Check out these Help Desk articles for answers to frequently asked questions.
Be sure to see one subscriber's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!