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Automatically update campaign member status in Salesforce

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2 comments

  • Robert Kohnke Act-On Team
    Hi @Sandrine Duriaud,

    Getting the Campaign member status to update with the contact's results of that email (i.e. opened/clicked/bounced/Unsubscribed) can be a little tricky, but is doable.

    The primary means to do this will be through segmentation.

    You will want to create a single segment for each action that you want to track. Here is an example segment structure (and the logic for each):

    Segment Structure: (this will be built off of the Message's source list/Master List if you use one)

    Opened Message: (I have used 'Campaign update status test' as my example message)

    Clicked Message:
    (I have used 'Campaign update status test' as my example message)

    Opted Out:
    (I have used 'Campaign update status test' as my example message)

    Soft Bounced​: (I have used 'Campaign update status test' as my example message)

    Hard Bounced​:(I have used 'Campaign update status test' as my example message)


    There is one thing to keep in mind with this, specifically for the two Bounce segments.

    Anyone who is in the source list (that you are segmenting off of) that has already bounced (before this specific message send) will show up in the segments as well. If you want to capture ONLY those that bounced from this message send, you would need to change the 'in all time' option for the bounced option to the specific day/ month of this specific message send.

    Once you have the segments setup, you have two options for updating the Campaign Status.

    1. You can set each segment to push to Salesforce, to the specific Campaign, with the associated Status.

    2. You can setup logic in an Automated Program to update status based on which segment they are in (this is the option I prefer as it reduces the number of syncs being used). Here is a brief AP example for doing this:

    Please let me know if there is anything else that you need help with.

    Have a great day and Happy Marketing!


    ------------------------------
    Robert Kohnke
    Marketing Operations Strategist, Act-On Software, Inc.
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-18-2018 10:43
    From: Sandrine Duriaud-Leysens
    Subject: Automatically update campaign member status in Salesforce

    Hello,

    I would like the campaign member status in my Salesforce campaign to be updated automatically with the results (i.e. opened/clicked/bounced/Unsubscribed) after an email has been sent via Act-On.
    I tried to build a program but it didn't really work.
    Has any of you a process in place that does that?

    Thanks





    ------------------------------
    Sandrine Duriaud-Leysens
    Marketing and Communication Manager, Southern Europe & UK, Global Cloud Xchange
    ------------------------------
  • Sandrine Duriaud
    Thanks! That's good to know. It seems a little tricky though. As I am sending to very small segment, I am probably better off updating manually. 
    Would be good if Act-On could sync this better. We used to have Vertical response for emailing and they would update the campaign status automatically.

    ------------------------------
    Sandrine Duriaud-Leysens
    Marketing and Communication Manager, Southern Europe & UK, Global Cloud Xchange
    ------------------------------
    -------------------------------------------
    Original Message:
    Sent: 04-26-2018 12:31
    From: Robert Kohnke
    Subject: Automatically update campaign member status in Salesforce

    Hi @Sandrine Duriaud-Leysens,

    Getting the Campaign member status to update with the contact's results of that email (i.e. opened/clicked/bounced/Unsubscribed) can be a little tricky, but is doable.

    The primary means to do this will be through segmentation.

    You will want to create a single segment for each action that you want to track. Here is an example segment structure (and the logic for each):

    Segment Structure: (this will be built off of the Message's source list/Master List if you use one)

    Opened Message: (I have used 'Campaign update status test' as my example message)

    Clicked Message:
    (I have used 'Campaign update status test' as my example message)

    Opted Out:
    (I have used 'Campaign update status test' as my example message)

    Soft Bounced​: (I have used 'Campaign update status test' as my example message)

    Hard Bounced​:(I have used 'Campaign update status test' as my example message)


    There is one thing to keep in mind with this, specifically for the two Bounce segments.

    Anyone who is in the source list (that you are segmenting off of) that has already bounced (before this specific message send) will show up in the segments as well. If you want to capture ONLY those that bounced from this message send, you would need to change the 'in all time' option for the bounced option to the specific day/ month of this specific message send.

    Once you have the segments setup, you have two options for updating the Campaign Status.

    1. You can set each segment to push to Salesforce, to the specific Campaign, with the associated Status.

    2. You can setup logic in an Automated Program to update status based on which segment they are in (this is the option I prefer as it reduces the number of syncs being used). Here is a brief AP example for doing this:

    Please let me know if there is anything else that you need help with.

    Have a great day and Happy Marketing!


    ------------------------------
    Robert Kohnke
    Marketing Operations Strategist, Act-On Software, Inc.
    ------------------------------

    Original Message:
    Sent: 04-18-2018 10:43
    From: Sandrine Duriaud-Leysens
    Subject: Automatically update campaign member status in Salesforce

    Hello,

    I would like the campaign member status in my Salesforce campaign to be updated automatically with the results (i.e. opened/clicked/bounced/Unsubscribed) after an email has been sent via Act-On.
    I tried to build a program but it didn't really work.
    Has any of you a process in place that does that?

    Thanks





    ------------------------------
    Sandrine Duriaud-Leysens
    Marketing and Communication Manager, Southern Europe & UK, Global Cloud Xchange
    ------------------------------

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