The Dotdigital for Salesforce connector uses Salesforce campaigns to allow you to link to email campaigns and Email address books.
Learn more about Salesforce campaigns in the Salesforce support documentation.
Once you have complete the installation of the connector package and followed the steps to customise page layouts in Salesforce , there are a number of changes to the standard Campaign page.
Learn more in Customise page layouts in Salesforce.
An individual campaign page has two additional related lists:
Campaign to Email Campaign Link
Email Address Books
and an additional button:
Link to an Email Address Book
Campaign page layout
To access an individual Salesforce campaign:
Select the Campaigns tab.
Select the campaign name.
If you can’t see the campaign you want, you might need to expand the Campaigns drop-down menu and select a different list view.
Campaign to Email Campaign Link
This section lists all of the email campaigns that are linked to the Salesforce campaign. Multiple email campaigns can be linked to a single Salesforce campaign.
Email address books
This section shows all of the Email address books that are linked to the Salesforce campaign. Multiple Email address books can be linked to a single Salesforce campaign. The contacts in the Email address book are populated and updated by the connector's address book sync.
Link to an Email address book
The Link to an Email Address Book button allows you to create a link between a Salesforce campaign and an Email address book.
To do this:
Select the Campaigns tab.
Select the campaign name.
Select Link to an Email address book.
A window is displayed that lists your available Email address books. Select the checkbox for the address books you want to link to.
If no address books are listed, or if you need to create a new address book:
Select Create new address book.
Enter a name in the New Address Book Name field.
It’s helpful to have a similar name to the Salesforce campaign that you are linking to.
Select Create.
You see a confirmation message that the address book has been successfully created and it appears in the list for selection.
Select Link.
If you want to create an Email address book, but not link it to a Salesforce campaign, you can close the window without selecting Link.
A message is displayed informing you that the link has been successfully created and the address books have been queued for synchronisation.
Learn more
You might want to edit the new Email address book's settings at a later point. Learn how in the section Edit an Email address book's settings.
Learn how to manually sync a list in the section Synchronise a list.
By default, the contents of the Email address book are:
Email address
First Name
Last Name
Full Name
If you want to import additional contact data, you can use the Field mapping functionality to configure this.
Learn more in the section Field mapping.
Link a Salesforce campaign to an email campaign
The link between a Salesforce campaign and an email campaign is automatically created when the Email Campaign Wizard is used to send the email campaign.
Learn more in Send Dotdigital campaigns through Salesforce.
Otherwise, the link can be manually created by selecting New on the Campaign to Email Campaign Link section of a campaign page.
The Campaign field is pre-filled for you. Use the Email campaign field to search for the email campaign you want to link to and select the email campaign name. Then select Save.
Campaign membership updates
Campaign Member Statuses
Learn more about Campaign Member Statuses in the Salesforce support documentation.
To update campaign member status values based on contact interactions with an email campaign, you first need to check your Global Settings to confirm which campaign member values are selected and whether updates are enabled for Salesforce campaigns.
To do this:
Go to Configuration and select Global settings.
Select or clear the checkboxes for the campaign member values.
If you make any changes, select Save.
Learn more in Configuration settings in Salesforce.
Next, within the Salesforce campaign, add members with their status as Sent, then:
For the email campaign you want to send, check that the Allow Campaign Membership Update option is enabled under Data Options on the Details tab.
If you need to enable this setting:
Go to Email Campaigns and expand the drop-down menu to the far right of the email campaign and select Edit.
Select the Allow Campaign Membership Update checkbox.
Select Save.
Next, send your campaign using the Send Campaign Wizard.
Learn more in Send Dotdigital campaigns through Salesforce.
Once your email campaign has been sent, the campaign member status values will be checked and, if applicable, updated, based on the settings you configured under Global Settings.
By default, both Clicked and Opened are classified as Responded. This can be altered if you want to.
After the next synchronisation, the behaviour of the contacts who received your email campaign causes an update to their campaign member status.
For example, a status can change from Email sent to Opened to Clicked through a series of synchronisations.
Soft bounced/Hard bounced statuses won't usually change.
Any status can also change to Unsubscribed if the contact takes this action. A status of unsubscribed overrides all other statuses.
Update campaign member status values for existing campaigns
Go to Configuration and select Global settings.
Select or clear the checkboxes for the campaign member values and select Save.
For the relevant email campaign, check which lists were included in the send. You can check the reporting in Dotdigital to find this information if you need to.
Learn more in Email report.
In Salesforce, go to Email Address Books and select the Email address book's name.
Select the Related tab, and then select the Campaign name.
For Campaign to Email Campaign Link, select New, then expand the Email Campaign drop-down menu and select the relevant email campaign name.
Select Save.
Next, you need to reset synchronisation for the email campaign. To do this:
Go to Configuration.
Expand the Settings drop-down menu and select Sync Options.
Select Reset Synchronisation, and on the Email Campaigns tab, select Select Email Campaigns.
In the window that opens, select the checkbox for the email campaign, then select Reset Synchronisation for Selected Email Campaigns. Select OK to confirm.
Go to Email Campaigns, select the email campaign name, then select Synchronise.
Once the sync is complete, the campaign is updated with the required values and the Campaign Member status values are updated based on the behavioural data of the Contacts and Leads.