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Syncing Marketing Metrics back to Salesforce

How basically do the Marketing Metrics flow back to Salesforce? And for starters, what are Marketing Metrics or syncing back analytics to Salesforce?

This is our Campaign Response Feature in which you can grab the opens, clicks, bounces, etc. from the Marketing Automation Campaign.

See here for more information

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In the flowchart above, when the Salesforce Campaign(s) are synced to the Marketing Automation List/Audience, they become segmented email list(s), Group(s), or Tag(s).

When you run a Marketing Automation Campaign, it should land to your Main List/Audience or in the segmented list(s) such us email list(s), Group(s), or Tag(s); meaning, you'll make them as the recipients of the Marketing Automation Campaign.

In SyncApps, there are several Campaign Response Sync Types, but in this case, we'll use the "Create New Salesforce Campaign". This will create a new Salesforce Campaign together with the Marketing Metrics.

Syncing back to the original Salesforce Campaign is not supported.

See why.

If your Salesforce org doesn't have a Campaign Object, selecting "Create Activity" or "Create Contact or Lead Note" will do the trick.

For more information on how Salesforce works with your Marketing Automation, check out our dedicated Help Center article here.

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.

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