With marketing automation marketers can seamlessly connect their CRM to Adestra. This allows automation on triggers such as abandoned baskets, website visits, renewals for subscriptions, lapsed customers or customers you might want to upsell.
With the Adestra integration with Salesforce you can automatically pull campaign members into Adestra lists for use in any campaign, whether for simple launches or more advanced campaign use - such as with an Automation program.
Marketers can then have launch events exported to Salesforce, so Salesforce users can see reporting (clicks, bounces, etc.).
On this page:
Importing Salesforce Campaign Members
To pull Salesforce Campaign Members into Adestra you will need a remote list. This allows you to select a Salesforce Campaign to pull the Campaign Members from.
Any fields can be mapped, including custom fields related to the Campaign Member. These fields are mapped to and stored within core and data tables.
You can also view further information on field mapping here.
This one way sync from Salesforce to Adestra can be scheduled daily and the lists can be used for any kind of campaigns.
Automatically Add Contacts/Leads to Salesforce Campaigns
Note: There is a Salesforce limitation of 50,000 contacts on a campaign. If this limit is exceeded the campaign will fail
The final step of the automation process is to automatically add contacts/leads to a campaign in Salesforce.
There are multiple ways of doing this: add-ons from the App Exchange, manually adding batches via the Salesforce UI or with our own custom tool based on Salesforce Reports (documented below).
Report Tool
Our custom report tool uses Salesforce Reports to automatically attach contact/leads to Salesforce Campaigns.
The report must be a Lead Report or a Contact Report, as you can only attach leads and contacts to a Salesforce Campaign. These become know as Campaign Members in Salesforce.
Any filtering or logic is permitted in a report, as long as the report has a LEAD_ID or a CONTACT_ID field (which is available with all standard Lead/Contact reports).
Note: Summary reports lack required information to be used.
To link a Salesforce Campaign to a Campaign Report you must associate one to the other. This is done using the Add to Campaign Report section you added to your page layout. You can associate multiple campaigns to a report or vice versa.
Scheduling a Report
Campaign Reports need to be scheduled in order to add leads/contacts to a Salesforce Campaign. The following options are for adding Campaign Members with a scheduled report.
Via the subscribe button on a report
To create this go to your Reports tab, select the report and then click subscribe. You will now see the form shown below.
This example shows a daily update of Campaign Members, as well as some basic logic.
- Type: Select 'Every Time' so report runs continuously (according to 'Schedule')
- Conditions: Select 'Record Count', 'Greater Than' and 'Value' of 0
- Schedule: Can choose 'Frequency'. 'Time' should be before Remote List schedule update (at least an hour is recommended)
- Actions: Select 'Execute a Custom Action' and use amf.AddToCampaignMembers
- Active: Check, so report can run
Queueable Interface
This option is for more specific or regular updates, the Salesforce Admin can create a scheduled background job. Please contact your account manager if you require this.