When synchronising contacts or leads from Salesforce to Dotdigital, you might want to send a communication to your contacts, or send them on a program journey, as soon as they enter the Dotdigital list.
You can do this by setting up a join action on the list.
Before you start
Things you need to know:
Once you enable join actions for an email address book in Salesforce, at the next sync, each contact in the email address book is synced individually to the matching list in Dotdigital. This individual contact sync is necessary to allow the list join action email to be triggered to each email address in the sync.
⚠️Syncs and API allowance
As each email address in the email address book is synced individually into Dotdigital, this uses the corresponding number of API calls, which may use a significant amount of your API allowance.
Learn more in the Rate limits section of our API documentation.
List join actions are not triggered for bulk additions to a list, for example, a contact import through uploading a .csv file.
Learn more in Send contacts a campaign or enrol them on a program when they join a list.
Set up your actions
Campaign trigger
A campaign join action sends a triggered campaign of your choice to any contact that is individually added to the list.
To set up a campaign join action:
In Dotdigital, go to Audience > Lists.
Find the list you want to add the join action for and select the Properties icon.
Under Campaign Triggers, for New subscribers, select SELECT CAMPAIGN.
Select the triggered campaign you want to send.
Select SAVE at the bottom of the page.
Program enrolment
A program enrolment adds a contact to a program of your choice when they are added to the list.
To set up a program enrolment:
In Dotdigital, go to Audience > Lists.
Find the list you want to add the join action for and select the Properties icon.
Under Program enrolments, select SELECT PROGRAM.
Select the program you want to enrol contacts on.
Select APPLY.
Select SAVE at the bottom of the page.
Enable the join action in Salesforce
In Salesforce, go to Email Address Books and select the name of the address book corresponding to the list in Dotdigital.
Select Advanced.
On the Settings tab, select the Join trigger checkbox then select Save.