How’s your March been? We’ve been extra focused on new releases and improvements to our platform. We’ve got a ton of new things to show you! If you prefer a video format, check out the summary of the releases below. If not, scroll down for a more in-depth look.
New Product Features
Did Someone Say Personalization on Steroids?
We’ve got you covered! We know how important personalization is to any strategy, so now we’ve made it even easier for you to target all your contacts with super-relevant messages.
Check this out: Automate your workflow from Salesforce to Mailchimp and Constant Contact, moving over only those Campaign Members with a specific Status, Record Type Label, or even excluding certain Labels.
Now you can sync only Campaign Members with a specific Status when syncing Salesforce Campaigns to Mailchimp and Constant Contact.
No more irrelevant emails sent in bulk! Got a list of VIP customers that you need to nurture with targeted messages? You can now do it on auto-pilot!
- Sync only Active Campaigns with the following Record type label. Only the Campaigns under the specified Campaign Record Type Label will be synced.
- Exclude Campaigns with the following Record type label(s). Salesforce Campaigns with the specified Campaign Record Type Label here will not be included during the sync.
- Sync only Campaign Members with the following Statuses. Enter Statuses
New Integration Alert!
We’ve gotten great feedback since announcing the first NPSP integrations, so we couldn’t be happier to let you know that Nonprofit Success Pack(NPSP) is now available to integrate with your favorite marketing automation solutions:
Check them all out in detail:
- Mailchimp for Salesforce NPSP
- Constant Contact for Salesforce NPSP
- Sendinblue for Salesforce NPSP
- ActiveCampaign for Salesforce NPSP
The features you’re gonna love:
- Salesforce Nonprofit Success Pack (NPSP) for Marketing Automations bidirectional automation.
- Salesforce Sandbox supported.
- Sync Accounts, Contacts, and Leads to Marketing Automation Lists/Audiences.
- Easily select which Salesforce Object Type to be created when there is a new subscriber in your Marketing Automation solution.
- Quickly select specific List Views or Salesforce Campaigns to sync to Marketing Automation List(s)/Audience.
- Sync specific lists feature your Marketing Automation solution to Salesforce.
- Filter and sync only those records that meet specific criteria from Salesforce or vice-versa.
- Salesforce Custom Checkbox to your Marketing Automation solution.
- Opt-outs are automatically synced from your Marketing Automation solution to Salesforce and vice versa.
- Sync and remove deleted records from Salesforce to your Marketing Automation solution.
- Sync over specific Salesforce Campaigns to List(s)/Audiences and sync back all or only specific Email Campaign responses from your Marketing Automation solution to Salesforce.
- Bring back only records with opens or clicks activity to allow lead nurturing in Salesforce as well as what they clicked on in your drip marketing campaigns.
- See Open Rates and Click Rates from Constant Contact/Mailchimp Campaigns inside Salesforce.
- Retrieve Email Campaigns in your Marketing Automation solution and create an activity for each Campaign Response on a Salesforce Contact or Lead.
- Sync back Email Campaigns to Salesforce Notes. Adds attachment Email sent to Leads and Contacts as HTML.
- Sync URLs Clicked from Email Campaigns back to Salesforce.
- Sync list change membership between your Marketing Automation solution List(s)/Audiences and Salesforce Campaigns.
- Event Campaigns integrated into Salesforce Campaign Records.
- Field mapping between both systems, including all premapped fields and custom ones.
- Sync Bounce Reason and Last Bounce Date to Salesforce.
- Salesforce always takes higher precedence. Any Salesforce record changes will always be synced to your Marketing Automation solution.
- Salesforce record data is synced from your Marketing Automation solution only if the email address doesn’t exist in Salesforce at the time of syncing or Update Field Mapping is enabled.
It’s all as easy and straightforward as always on the SyncApps platform:
Step 1: Authenticate NPSP, then choose the features that match your use cases and integration requirements. 1-2 minutes
Step 2: Authenticate your Marketing Automation Solution and choose the features that match your use cases and Integration requirements. 1-2 minutes
Step 3: Review the Full Sync Add-On you may need for your automation. 30 seconds
Step 4: Select the Field Mapping needed to bidirectionally sync between each system. 2 minutes
Step 5: Select any Filtering and Segmentation if it matches your needs. 15 seconds
You’re all set! Select the schedule you need. Connect software. Achieve automation.
Tip of the Month
Automate Eventbrite’s Custom Fields To Salesforce
If you ever wanted to sync Eventbrite registrants’ information like Event Registration Date, Registration Status, Payment Status, and Guest Count to Salesforce, then this feature is just for you.
1. Choose the feature called “Use Separate Custom Fields for Event Marketing Fields” and when selected the Event Registration Date, Registration Status, Payment Status, and Guest Count are pre-mapped to separate fields in Step 4.
2. Here is an example in final form from one of our top Salesforce SyncApps Partners.
Drag the Event Custom Fields onto the Campaign Layout in Salesforce. You’re done!
3. These fields will now be populated in Salesforce when an Event is created in Eventbrite and your attendees to your event sign up.
You can now see the Open Rates and Click Rates from Constant Contact inside Salesforce.
Check this feature out in Step 1, then tap “Want to track the Marketing Metrics such as Opens, Clicks, Bounces back to Salesforce from your Constant Contact Campaign(s)?” and tap the drop-down, and by doing so, you can see Constant Contact Open Rates and Click Rates for each Salesforce Campaign on your Contacts and Leads.
Open Rate and Click Rate differ from our feature, the “Campaign Summary Metrics” option, which does not create Campaign Members in Salesforce as this new feature still creates Campaign Members automatically, yet you’ll just need to drag the new fields into the Campaign layout.