What’s New in SyncApps Automation – June 2022
John
manages customer onboarding at Cazoomi. Enjoys working out, family time, and traveling the Philippines.
4 minute read
Hello everyone! This June, we rolled out a lot of cool new enhanced features like Static Text, Historical Campaign Metrics migration, and more, which we’ll be showing you how each of them helps different organizations run their automations on autopilot mode!
Today we will discuss an exciting new feature that every franchise, a nonprofit or multi-location business can’t wait to use to save more time.
We’ll deep dive into real-life business case ROI on your team and see how SyncApps plays a major role in your integration strategy this 2022.
Lastly, we’ll also be giving you powerful tips that will help your organization more effectively organize and synchronize the data it deals with daily.
Let’s jump right in, or you can watch the short video overview first!
First up, let’s tackle an exciting new franchise feature using Static Text to help your franchise, nonprofit or multi-location business use specific record tagging flowing back into your Salesforce. This will be a game-changer as it helps you organize your marketing metrics based on the franchise, nonprofit, or business location.
In your automation Set Up, you’ll use Step 4 Field Mapping and using Static text to designate a Constant Contact account from a Constant Contact campaign.
First tap “Enable Additional Field Mapping,” and once done then, tap the “Campaigns” tab on top.
Then just enable the “Static Text mapping“ option for your SyncApps in the Field Mapping section of Step 4, which can be found at the very bottom of the options in the Fields drop-down menu under “Add static text….”
Next, type any name that you want to be reflected as a field into your Salesforce, as SyncApps will automatically create this for you.
Your franchise name, nonprofit organization branch, or your subsidiary location.
And this is where the magic happens.
Now, every time you send a new Campaign from the specific Constant Contact account, the Campaign Static Text field values will flow back to Salesforce.
Talk about dozens of hours saved! Just ask Olami.org and others how they use this feature today.
We surveyed a wide range of professionals worldwide, working with companies and organizations of all sizes. Our focus here was surveying the people who handle automation and integration in their company so that we could get a better feel for their needs and challenges.
The ROI of automation is clear, and inside this report, you’ll see why:
The good news is we have finally unleashed this new feature, “Unlimited Historical Campaign Metrics,” which is now out for all our Enterprise plan subscribers.
Bring back months, years, or even more historical campaign data from your marketing automation platform like Constant Contact, Mailchimp, ActiveCampaign, Sendinblue, HubSpot, and more. Think of the ROI in terms of having all your marketing data inside your CRM like Salesforce, Zoho CRM, NetSuite, and others to do reporting on today.
Let’s do it together! we offer phone support 24/7. Just book a time with our dedicated Sales Engineers. In just fifteen to thirty minutes, the experts at SyncApps can help you narrow down the right software integration for your organization.
That’s a wrap for June! Keep up with new features and exclusive enhancements for your favorite integrations on all our sites. Feel free to contact our 24/7 customer support to review your automation use cases.
Be sure to check out our YouTube channel, peruse our blog, and follow us on Twitter and LinkedIn.
