Are you using Salesforce Nonprofit Success Pack (NPSP) with your Marketing Automation Software?
See today's best practices below for integrating the Salesforce Nonprofit Success Pack (NPSP) version.
Start by watching our 2-minute video on how Marketing Metrics flow back to Salesforce:
Before syncing the metrics back to Salesforce, be sure that you have correctly set up the Campaign Page Layout and Campaign Member Page Layout.
Salesforce Nonprofit Success Pack (NPSP)
Before running the integration, create a Salesforce Campaign or List View to become your List/Audience in your Marketing Automation solution, mark it as "Active," and place each Contact in that Salesforce Campaign or List View.
Salesforce reports can help in this task to automate this flow.
Setting up the integration:
Select "Contact" as the Object type to use, and in Step 1 of the Set Up, select the feature "Want to use a Campaign or List View to sync Campaign and List Members to Mailchimp? Select this feature." then tap the "Browse Campaigns".
Select the Salesforce Campaign or List View with your records to sync.
Complete the initial setup and run the sync.
The Salesforce Campaign or List View will now be created as a List in your marketing solution.
If using Mailchimp, an Audience with Tag(s) is created, or if using the Group(s) option, as Group(s) under the "My Groups" Group category. The Group Category name can be changed as desired in Step 2.
Next, create a test Marketing Automation Campaign and the recipient should be that List(s), Group(s), or Tag(s) synced via SyncApps.
Why? We ignore records that are not synced (Cached) by SyncApps.
Send the Campaign now.
Now, head back to Step 1 of the Set Up, then enable the feature "Want to track the Marketing Metrics such as Opens, Clicks, Bounces back to Salesforce from your Mailchimp Campaign(s)? Select this feature!" and select one of the Campaign metrics types as the Sync Mode.
Tap the "Save changes" button, and lastly, tap the Reset Sync Process and resync so that the changes will be applied on the next syncs.
Finally, when the sync is completed, a Salesforce Campaign will now be created with that same name as the Marketing Automation Campaign, with the Marketing Metrics and the Campaign Members:
If using Accounts as an Object type for Campaign Response with the same Sync Mode, it will only create a Salesforce Campaign with the Activities on the Activity Timeline or the "New Task".
Need some help?
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