Push a Marketing List to Salesforce as a Campaign

You can push Marketing Lists (including lists from form submissions or webinars) from Act-On to Salesforce to create a new Salesforce Campaign.

Steps

1. Hover over the desired Marketing List.
   Select Import/Export → Push to Salesforce.
2. Select the checkbox Push to Salesforce.
3. Choose which fields to push, and indicate whether you'd like to add new records as Leads.
4. Select the checkbox Push to a Salesforce Campaign.
5. In the drop-down, select Create New Salesforce Campaign.
   Provide a campaign name and (optional) define campaign member statuses.
6. Click Save to save your settings.
   (Optional) Set up a schedule to push new records in the list to the campaign on a recurring basis.

Notes

• Custom Campaign Member Statuses must be created and managed inside the Salesforce campaign itself.
• This feature is available only from Marketing Lists, not from All Contacts in Audience Center.

Visual Example