This manual is dedicated to the User profile, the role responsible for importing campaigns and their respective target from Salesforce, sending communications, and updating campaign responses.
The operations listed below can be performed with a profile (e.g., Editor) that allows sending communications and using platform campaigns where Salesforce campaigns are imported.
The operations involved in using the connector by the user are:
- Importing Salesforce campaigns into platform campaigns;
- Synchronizing Salesforce campaign members into platform communication targets;
- Sending communications from the platform;
- Updating campaign members on Salesforce based on contact behavior in relation to recorded events (e.g., opens, clicks, bounces, etc.);
- Creating new Salesforce campaigns from new communications defined on the platform.
User connection to the platform
To use the connector, the user must connect to their Salesforce account. The connection page can be accessed by following the menu path:
Management > Salesforce > CRM Connection
After clicking the Authorize Connection button, the Salesforce authentication pop-up will appear:
Enter the Username and Password used on your Salesforce account and click on the Sign in to Salesforce button.
If the connection is successful, the connected user will be displayed:
Sending a communication starting from Salesforce
With the use of the Salesforce Connector, it is possible to send communications to a defined target on your Salesforce account.
The activities to be performed to send a communication starting from your Salesforce account - details of which are provided below - include the creation of a campaign, the definition of the target associated with the campaign, the importing of the Salesforce campaign onto the platform, the creation of layout and content of the communication, and the sending.
The advanced version of the Salesforce Connector also allows you to report shipment performance statistics on your Salesforce account.
Creating a campaign and selecting the target in Salesforce
On your Salesforce account, access the Campaigns section and then click on Create New… Campaign.
Enter the campaign information and click on Save.
All fields are optional, except for Campaign name and Type, which must be MagNews.
You can also use the Description fields to include interesting information related to the platform communication, such as expected send date, Start date, and End date.
In the campaign details, for the Campaign Members section, click the Manage Members button and add the target using your preferred method (internal search engine or file import).
Importing Salesforce campaigns into the platform
On your Salesforce account, within the campaign you wish to import, click on the Send to magnews link. The first time you use this link, user authentication on the platform is required:
After completing authentication on the platform, you can configure how to import the Salesforce campaign.
The first step required is to select the Campaign in which to place the communication.
Remember that on the platform, a campaign is a container of communications, grouped by a common denominator, such as - for example - type:
Creating the target allows you to decide whether to synchronize the communication target on the platform with that of Salesforce, and optionally whether to also import the contact fields:
"Create audience target in" lets you choose the database in which to create the static audience to use as the communication's shipment target, making the campaign synchronization more efficient.
By default, the Global Database is suggested, the complete archive of all your contacts. To choose one of the databases, in which the fields for different Salesforce contact entities (Lead, Contacts, or Accounts) are configured, you can select Salesforce Lead or Salesforce Contacts.
Note that by choosing one of these, Salesforce will only consider the contacts configured in the destination database you selected.
If, for example, you chose to create the audience target in the Salesforce Contacts database and there are 2 Lead contacts present in that campaign, Salesforce will notify you that they will be excluded from the shipment target because they are configured to be imported only into the Salesforce Lead Database.
Example of inconsistent database:
The interest of contacts allows you to work towards a goal that can be general (contacts open or click) or related to a conversion. In the latter case, it is necessary to have the conversion add-on active on your platform account.
The conversion can be specified by the click of a single link, or on an external page that corresponds, for example, to a thank you page:
Click the Import button to import the campaign from Salesforce into the platform.
The operation is completed and a detailed overview of the task is provided, where you can also modify some options.
By clicking on Edit and send you can directly access the draft of the communication.
On the platform, menu:
Management > Salesforce > Campaigns imported from CRM
the list of all Salesforce campaigns is indicated
By clicking on the button .
Additionally, it is always possible to access the drafts directly from the platform menu, as shown in the figure below:
This is how the draft appears:
From this section, all details of the communication (headers, content, …) are defined, which can then be sent.
Return of campaign statistics in Salesforce
After sending the communication, you can manually report the statistics from the platform to your Salesforce account.
The statistics are shown on the platform in the campaign details.
There are links available to view the preview and the sent communication report.
The methods for the return of statistics are:
- Automatic
- Manual
Automatic statistic return method
To set after how many days the platform should automatically update the statistics on your Salesforce account, access the campaign configuration.
On the configuration page for Campaigns imported from CRM, activate the option Automatically update member status and indicate the number of days following the sending of the communication, after which the statistics will be automatically updated on Salesforce.
If the automatic statistics export is enabled, for each new campaign import from Salesforce to the platform, you can specify the number of days after which the automatic return of statistics should be performed.
Manual statistic return method
To manually update the statistics from the platform to your Salesforce account, in the campaign list, click the action Update members on Salesforce
Confirmation of the update task is required
Click on Start to schedule the statistics synchronization operation.
The manual update can also be completed by clicking on the Update members now option, available in the campaign details.
Viewing platform response status in Campaign Members on Salesforce
To view the platform response status in Campaign Members on your Salesforce account, access the campaign page for which you want to verify the results or use the search engine. Inside each member's tab, the platform Response is indicated.
the field name Response varies based on the configuration made by the administrator (see paragraph Setup: mapping of Salesforce custom fields on the platform)
Send a communication from the platform
After synchronizing contacts from your Salesforce account, you can also use them to define specific targets on the platform and proceed with sending communications. Once the sending is completed, all communications sent with the platform that do not originate from Salesforce can be exported into Salesforce campaigns.
To export the communications created and sent from the platform to Salesforce, follow the menu
Management > Salesforce > Campaigns exported to CRM
Click on the Export to Salesforce: button
A list of communications sent from the platform will appear, click on the name of the communication to start the export procedure to Salesforce
In the following configuration screen, define the Campaign Name on Salesforce and the Creation of campaign members
By clicking Save, the campaign is created on Salesforce, also indicated in the list of communications exported from the platform.
It is possible to verify the creation status of campaign members in Salesforce directly from the list of communications exported from the platform.
Once the operation is completed, on the platform it is possible to check the status and the number of contacts and/or leads associated with the campaign.
A user with platform administrator profile can, in the details of the campaign exported to Salesforce, review and/or change the configurations of target creation.
Changes to the configurations will be applied starting from subsequent exports.