Add a Quick-Flow to Salesforce Campaign

Add to Salesforce Campaign

Campaigns are the cornerstone for tracking marketing ROI and attribution. They allow you to group leads and contacts (people) by a certain outreach, tactic, or channel so as to deliver marketing material to them. (Note: the ROI estimate looks at actual bookings/cost.)

However, it's often cumbersome for Marketing Ops folks to import data into Salesforce campaigns. While there are shortcuts using tools like Marketo, they'll often run into challenges such as:

• A list may contain email addresses only, but Salesforce requires Lead or Contact Ids to import correctly.
• If a lead record doesn't exist in Salesforce, there is not yet a lead id assigned to the record a lead must first be created.
• Importing Leads and Contacts may require 2 separate uploads/spreadsheets.
• Sometimes the campaign member status just needs to be changed, which is handled a different way too.

… a lot to consider as a campaign manager!

CaliberMind users now have an answer — the Add to Salesforce Campaign Quick Flow.

1. Create a campaign in Salesforce — make sure it's set to "Active".

1. Import or create a list in CaliberMind containing emails, or Lead/Contact ids. Optionally, include campaign member statuses for each record (example: Sent, Attended, Responded, Clicked, etc.) — answering how did the person interact with the campaign.

1. Open up the Quick-Flow menu and select "Add to Salesforce Campaign".

1. Choose an Id type (either email or SFDC ID), and map the id field from the list (in this case "Email" >> "Email".)
2. Select the update style:
   1. Insert – Add new campaign members using email or SFDC ID.
   2. Update – Edit campaign members (uses SFDC Lead/Contact ID only).
   3. Upsert – If no campaign member exists, then create one, else update it (uses SFDC Lead/Contact ID only).
3. Map other campaign member fields such as member status (in this case status >> status). If desired select a default status — this fills in the blanks in your import. In the example above the 3rd lead didn't have a status — so we'll use "Sent" as the default.

1. To see the history and success/ error log of the flow this can be accessed in the List > Flow History.