For users who leverage Salesforce Campaign Lists to more accurately track progress of members through marketing campaigns, we've enhanced the Salesforce campaign attribution or creation process in automation, landing pages and forms as well as the drip campaign manager. Users will now have the option of adding records who submit on a form, enroll in an automated workflow or drip campaign - to be added to an existing Salesforce Campaign list, or have a new one created. We have added custom statuses which will automatically populate the 'status' field for campaigns. These three statuses are 'Drip Started' 'Form Submission' and 'Automation Started'. You do not need to do any additional work for these statuses to begin to appear, other than ensuring your Salesforce Connector with INBOX25 has been completed.
Add to Campaign List/Create New from Forms
You can now associate or create a new Salesforce campaign when creating an INBOX25 landing page and form. You will now see when creating or updating existing forms an additional dropdown to either create new a new Salesforce Campaign or to associate successful form submissions with a SF campaign you've created previously. Clicking on the dropdown will show all SF campaigns created directly in the CRM. Selecting the 'create new' option will generate a new Salesforce Campaign once a successful submission occurs.
When a successful submission occurs, you will see members begin to be included in the Salesforce Campaign with the status 'Form Submission'.
Add to Campaign List/Create New from Automation
Add to / Create new Salesforce Campaign is now an additional option in the Settings step for Automation. Enabling to sync with Salesforce Campaign or Create new one will add any records who enroll in an automated workflow as a member to your Salesforce campaign.
Once a record has been enrolled into an automated workflow where add to/create new SF campaign is enabled - they will be included with the status 'Automation Started'.
Add to Campaign List/Create New from Drip Campaigns
You now have the ability to add recipients who are enrolled into a drip campaign as members of a new or existing Salesforce list. Any records who originate in the CRM who enroll in the drip campaign will be added as a member once enrolled into the drip. Marketing list records will not be added to Salesforce or the Salesforce Campaign List. Select the checbox 'sync with a Salesforce campaign?' to open the dropdown prompt and decide if you'll be creating a new SF campaign or appending enrollees to an existing.
Once someone has been added to a campaign list as consequence of being enrolled in a drip campaign, they will have the status 'Drip Started'.