The standard Salesforce Campaigns tab is unaltered, however the page layout for an individual Campaign has an additional button (Link to Address Book) and two additional related lists. (Email Address Books and Email Campaign to Campaign Link).
The page layout includes an Email Address Books related list. When Email Address Book (s) are linked to a Salesforce Campaign it displays the links. More than one Address Book can be linked to a Campaign. The contacts in the Address Book are populated/updated by Address Book synchronisation.
The page layout also includes an Email Campaign to Campaign Link related list. When Email Campaign(s) are linked to a Salesforce Campaign they are displayed here. There can be more than one linked Email Campaign.
Link to Email Address Book Wizard
Clicking the Link to Email Address Book button starts the link Address book wizard, a loading screen briefly displays before the initial page is displayed.
If no address books are listed or a new address book is to be created, select the Create New Address Book and click Next.
Type an appropriate name for the new address book (it can be useful to have a similar name to the campaign that it is being linked to), and then click Next.
A review of the Address book name is shown, click Link to proceed or Previous to return to the naming screen.
Address Book Settings can be used to change the initial synchronization settings and also apply a filter based on the Campaign Member Status. This option is not available if multiple Address Books are selected.
After the linking is complete, it is usual to use the Synchronize button to populate the address book with the emails addresses from the Salesforce Campaign members. By default, the contents of the address book will include:
- Email address
- First Name
- Last Name
- Full Name
If any more contact data is required (such as salutation) please see the Field mappings section.
The request for synchronisation is displayed (if selected).
Campaign to Email Campaign Link
The link between the Salesforce Campaign and the Email Campaign will be automatically created when the Email Campaign Wizard is used to send the Email Campaign.
When the Wizard has not been used to send an Email Campaign, the link can be manually created by clicking the New Email Campaign to Campaign Link button.
The selected Campaign is auto filled. Use the finder to pick the correct Email Campaign from the displayed list.
Select the required Email Campaign from the list.
Check that the correct one has been selected and then choose Save or cancel.
Campaign Membership Update
For Campaign Membership values to be updated, first check which Campaign Membership Values are selected and if updates are allowed for Salesforce Campaigns (Configuration tab Global settings dialogue.)
Within the Salesforce Campaign, add Campaign Members with their Status as Sent, then link to an Email Address book and synchronise.
For the Email Campaign that is to be sent, check that the Allow Campaign Membership Update option is enabled.
Send the campaign using the Send Campaign Wizard.
Immediately after the Email Campaign has been sent, the Member status values are checked in the Campaign and updated if applicable based on the Campaign Member Values dialogue.
Both Opened and Clicked are classified as "Responded", this can be altered if required.
After the next synchronization the behavior of the recipients will cause an update to the Campaign Member statuses as indicated in the example below.
A status can change from Sent Email to Sent to Opened to Clicked during subsequent synchronizations.
Soft Bounced/Hard Bounced will not usually change status.
Any of the statuses can also be changed to Unsubscribed if the recipient responds in that way. This status overrides all other statuses.