This feature is targeted at creating records in Salesforce NPSP or syncing back Marketing Metrics. You can use it to check each email address on the record and see if it already exists and/or if it's under the record's non-preferred email addresses like Home (Personal), Work, or Alternate email addresses.
This is ideal for nonprofits that rely on donations.
For example, you can see a new record in Mailchimp who donated to your nonprofit personally, not from that of the organization they are part of. Instead of creating/syncing the Company name in Mailchimp to the Company name/Account Name/Org name in Salesforce NPSP, we will create an Affiliation (Household account) for that record instead. This way, you can keep better track of who donated and whether their donation had anything to do with their work affiliation or not.
By default, if the Company from, for example, Constant Contact is not blank, then SyncApps will create it as an Account in Salesforce and it will be the Account Name for the Contact. If the feature is enabled, then SyncApps will still create the Company as an Account, but only as an Affiliation. SyncApps will also create a Household Account as the Contact's Account Name.
Built-in features:
If this feature is enabled, SyncApps will look at any email fields on the record in Salesforce to see if that newly created record from your Marketing Automation software already exists under those fields.
Here are the field examples below:
npe01__Preferred_Email__c
npe01__HomeEmail__c (Personal Email)
npe01__WorkEmail__c
npe01__AlternateEmail__c
If the email address already exists as one of the non-preferred email fields then SyncApps will not update those emails to that Salesforce record. Unsubscribe data will be aligned with the Preferred email only.
For Marketing Metrics, if this NPSP feature is enabled and "Sync Campaign Responses to all matching records" is also enabled, then we can sync the updates from those non-preferred email addresses to the Main (preferred email) record.
If the record opts out of the Preferred email in your Marketing Automation solution then this is the only record that will sync back to automatically check the Email Opt Out in Salesforce. See here for a detailed explanation on the NPSP unsubscribe feature.
These use-cases here are using the Checkbox Field Mapping feature for Salesforce NPSP integrations in SyncApps.
Whether you are a nonprofit, small business or in the Fortune 100, your team needs to be able to access their content and upload it across Salesforce. Whether that is a contract on an Account or PDF, Slidedeck for an Opportunity. Get your team's files into Salesforce the easy way today.
Affordable automation & integration for organizations large and small. Start innovating with pricing starting at $99.99, with a 50% yearly discount for Nonprofits, Education, Medicine, and Governmental Institutions. Choose your pricing plan and start automating today!
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Integrations Available Sync all 150+ integration combinations available on the SyncApps Platform. |
All Integrations | |||
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Integration Set Up Integration Set Up is a term that refers to the setup of two software automations, all configurations, field mapping, and scheduling. |
Unlimited | |||
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Number of Records to Sync Automate all the data in your organization. Built to scale. |
Sync 1 Billion Records | |||
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Sync Scheduling Scheduling interval depends on your plan. |
Day of the week and Flexible | |||
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Team Members Keep everyone on the same page with the ability to add team members from your organization needing to set up an automation. |
Unlimited | |||
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Sync on Demand Sync your data anytime, on-demand, with the simple push of a button. |
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Custom Unsubscribe Use a unique unsubscribe field to map bidirectionally in your automation for opt-out control. |
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Dedicated Integration Success Team 24×7 phone, chat, and email support to guide your team on best practices and workflows. Support Case prioritization when reaching out to our 24/7 Support team. |
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Concurrent automations runtime Run integrations concurrently (simultaneously) in your account to streamline automations and speed up the runtime. |
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Override Email Field Mapping Map email to any custom email field, bidirectionally, in your CRM. |
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5 hours of scheduled support calls Dedicated scheduled phone support with our support team to cover any integration use case. Five hours of scheduled calls per year. |
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Unlimited Historical Campaign Metrics Bring back months, years, or even more historical campaign data from your marketing automation platform. |
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Custom Solutions Tailor your integration to meet your use cases by working with our integration experts to build out more features you need in your automation. |
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24/7 Support Our team is here to guide you on any use case 24×7 via phone, chat, and email support. |
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