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To map Mailchimp Address fields, there are two ways to go about it based on company preference. 

  1. Mailchimp Address Data Type fields
  2. Text Data Type fields 

1) Mailchimp Address Data Type fields

If using Mailchimp Address Data Type fields, please follow the rules below as Mailchimp Address Fields all need to be mapped for CRM data to flow to the Mailchimp Address.

If one field is incorrect, then the whole record will fail to sync to Mailchimp as per their API rules.

So you need to use the following mapping: Field label and type are important here.

  1. Address <> Street Address
  2. City <> City
  3. State <> State
  4. Country <> Country
  5. Postal Code <> Zip 

The 5 fields above mapping rules are only applied if you are using Address Data Type fields in Mailchimp. 

Please see here for Mailchimp address rules.

List_Fields_and___MERGE___Tags_for_Unit_Test___MailChimp__1_.png

The address data type can be distinguished in field mapping with like the screenshot below:

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2) Text Data Type fields 

Mailchimp Address fields are quite strict so the best practice is to use a text field for each address component for the 5 merge text fields for street, city, state, zip, and country.

List_Fields_and___MERGE___Tags_for_Unit_Test___MailChimp.png

EXAMPLE:

If you're needing subscribers to be able to update their existing address in CRM from Mailchimp then after mapping the fields just select Step 2 of the Set Up feature below.

*Update YOUR CRM if subscribers update their profiles in Mailchimp

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Mailchimp Update Profile Form or Mailchimp Preference Center is used to accomplish updating CRM records with changed fields.

This will use mapping configuration to update data. Please make sure you configure the mapping correctly. A webhook will be set up in the specified Mailchimp Audience by SyncApps if this option is enabled.

MailChimp-Signup-Subscribe-Form_2018-05-16-10_11_02.jpg

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A few years back, Mailchimp changed the name of Statics Segments to Tags. "Tags" is now the official term. 

A bit of background information might be useful here.

What Are Static Segments in Mailchimp?

A Mailchimp Static Segment is a type of saved segment that only includes the subscribed contacts who shared specific common qualities when created. Today, they are called “Tags". It's a simple name change that does not affect the functionality. 

What Are Tags in Mailchimp?

Tags work the same way as Static Segments did. The name change helps keep things more succinct and user-friendly.

This feature is very useful for CRM, Financial, and especially eCommerce integrations, to help you target their specific customers without manually putting them into segments. Just set it and let SyncApps work its magic!

How Do I Manually Create a Tag in Mailchimp?

Try out the following steps on how to manually do a Tag in Mailchimp

  • Head to your Audience in Mailchimp and select a specific Audience.
  • Once you have selected a specific Audience, tap "Manage Contacts" and "Tag", then "Create Tags"
  • Set the criteria, let's say on the Audience you want to target a Campaign to customers with those ending with "@gmail.com." Email Address > Ends with > @gmail.com.
  • Tap Preview Tag, then this will show a segment with specific contacts under that Audience, tap " Save as Tag. Then there you have it!

How Do Tags Work in SyncApps?

Let's see how Mailchimp Tags are created with SyncApps and how they work.

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It is now easy to automatically create Tag(s) based on your CRM List Views, Marketing List(s), Tags, Saved Search(es), Tearsheet(s), Campaign(s), or even eCommerce Product(s) and Variation(s) you have set up in Step 1 of the Set Up

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Please note that if a Mailchimp user exposes Groups on the Update Profile form, then SyncApps will sync to the Marketing List, List View, or Campaign if these Campaign/List of Groups have been synced prior via SyncApps.

In Step 2 of the Set-Up, you will need to select "Use Tags" under the Segmentation Method option. Simply edit your Set-Up. After editing, don’t forget to hit Save, Reset Sync Process, and then Sync Now.

This is so SyncApps can determine changes/customization in your Set-Up before working its magic. 

If you want to automatically remove Tags from your Mailchimp records when they no longer apply to the CRM Lists, List Views, Campaigns, or any filtering you have set up in Step 5, then just use our Full Sync feature to accomplish this task.

A Few Things to Remember about Tags in SyncApps Mailchimp Integrations

  • Sync Now will not remove tags.
  • Only the scheduled Full Sync will remove tags that are no longer part of a segment. Full Sync can be set to run daily, weekly, or monthly based on your settings in Step 3.
  • Pressing the "Reset Sync Process" button on your Set-Up will kick off the Full Sync before the scheduled Full Sync is to take place as well.

The Full Sync feature is used a lot by subscribers to overcome Mailchimp's 60 Group limitation per Audience, especially those who are using many products or categories in your system of record to sync to Mailchimp.

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Be sure to see one customer's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!

 

Your marketing team needs to make sure that when Sales alters a record in CRM, it is removed for marketing purposes for the Marketing Team. 

This covers scenarios like removing the record's Tag, taking it out of a Tearsheet, Saved Search, Marketing List, List View, or Campaign, so it is removed from the List and/or Group in Sendinblue, ActiveCampaign, Constant Contact, Drip, Klaviyo, Act-On, or Mailchimp Audience, Group and Tag. 

You typically need this feature to make sure your targeting is on point. For instance, when a lead becomes an active customer, you need to change the tag across platforms.

Your team changes a CRM record's status or a dropdown selection, and you need this action to then remove or add a Tag in Mailchimp.  

Enter the Full Sync Add-On.

This feature allows you to easily automate your workflow around cleaning up your Marketing Automation Lists/Groups. You can scale your growth and spend less time on repetitive tasks using it.

Full sync depends on list/segmentation functionality, so it will be processed for these scenarios:

  • CRM or eCommerce Segmentation: List, Campaign, List View, Tag, Tearsheet, NetSuite Saved Search or Subscriptions, in Step 1 of your integration.
  • SyncApps Segmentation: Filtering + Segmentation feature in Step 5 of your integration.

This Add-On is applicable to CRM and eCommerce platforms using segmentation to control data flow.

Grab our Full Sync from your Add-Ons tab inside SyncApps to get started.  Full Sync is available on our Plans and also available to try out on our Free Trial!

You can set up your Full Sync schedule in Step 3, and Contacts or Leads removal from CRM list(s), eCommerce Segmentation(s) will be removed from each type below during a Full Sync.

  • Act-On List
  • Sendinblue List
  • ActiveCampaign List or Tag
  • Constant Contact List
  • Infusionsoft by Keap Tag
  • Mailchimp Group, Tag or Audience
  • VerticalResponse List
Note: Please also note that "Full Sync" and "Reset Sync Profile daily" features should not be used together.

Currently, Full Sync is available to set up in Step 3 of your Set Up when the following segmentation methods are selected in your integration:

  • ActiveCampaign List or Tags
  • Sendinblue Lists
  • Zoho Campaigns
  • Zoho List Views
  • NetSuite Saved Searches
  • NetSuite Contact and Customer Subscriptions
  • Bullhorn Tearsheets
  • Highrise Tags
  • Salesforce Campaigns and List Views
  • 365 Dynamics Marketing Lists
  • SugarCRM Target Lists
  • SuiteCRM Target Lists
  • Step 5 Filters and Segmentation 

For Salesforce integrations, Full Sync is applicable under the following conditions:

  1. Will work with Campaign or List View enabled.
  2. Will work if no Campaign or List View is enabled in Step 1, but Segmentation is enabled in Step 5.
  3. Will work with Checkbox Field Segmentation Add-On.
Note: If Campaign as List View is enabled in Step 1 and the Marketing List package from AppExchange (deprecated) is also installed in Salesforce, please first uninstall the Marketing List package from Salesforce for the Full Sync feature to work correctly.

To automatically remove records from your Marketing Automation solution, when they are no longer a part of any synced CRM Marketing List, subscribing to our Full Sync Add-On is a great solution as it is the only way to automatically remove a CRM member from a synced external Constant Contact List, Mailchimp Group, Mailchimp Tag.

Using Filtering and Segmentation with Full Sync?

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Mailchimp Notes:

The Full Sync Add-On will not remove a record from a Mailchimp Group or Tag if it does not match the filter in Step 5 unless using a segmentation method in Step 1 or the "Enable Segmentation" feature in Step 5 of your integration.

Example Segmentation Method in Step 1 and Step 2:

Sync Salesforce Campaign/List Members and selected Mailchimp Group or Tag as the Segmentation Method

Example Segmentation Method in Step 5:

If you want to sync all Contacts in Step 1 and just filter against your entire database, yet, still remove records from a Mailchimp Group or Tag, be sure to enable the segmentation feature on filtering in Step 5. Each "Segment Name" will be synced to a Mailchimp Group or Tag depending on your choice in Step 2.

Important:  The Full Sync Add-On is needed to remove a record from a Mailchimp Group or Tag if it does not match your Filter & Segmentation criteria set up in Step 5 of your Set Up.

If you would like to remove a record from a Mailchimp Audience each time the Full Sync Add-On runs, please enable this feature in Step 2 of your integration.

If you enable segmentation on filtering in Step 5, use the Full Sync Add-On, and if contact or lead is no longer part of a segment, SyncApps will remove the contact from the Mailchimp Group or Tag.

Full Sync Add-On for NetSuite to Act-On or our other marketing automation integrations?

Need to test our Full Sync Add-On for NetSuite to Act-On? 

See our use case below to help you get an idea of how to do it:

1. Create a NetSuite Saved Search named "Customization Test" and let’s say it was initially 5 entries. Create an Act-On Marketing List named "Customization_Test" and set the NetSuite Saved Search to sync with that Act-On List. After this, press Sync, and all 5 expected entries will be synced in the Act-On list.

1_-_NetSuite_Saved_Search.jpg

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2. Remove 1 entry in the NetSuite Saved Search and then next, trial or purchase the Full Sync Add-On from the Add-On tab inside your dashboard.

5_-_Removed_1_item_in_NetSuite_Saved_Search.jpg

Once Full Sync is enabled, the Full Sync option will appear in Step 3.

Note: Full Sync will remove Records(s) from Act-On if the Record(s) is no longer a member of the NetSuite Saved Searches.

All CRM and eCommerce that support Segmentation and List sync will feature the Add-On as an option in the Add-Ons tab.

Supported Marketing Automation solutions for NetSuite:

  • Act-On
  • Sendinblue
  • ActiveCampaign
  • Constant Contact
  • Drip
  • Mailchimp Groups and Tags
  • Klaviyo
  • Infusionsoft by Keap
  • VerticalResponse

3. Press the Reset Sync Process button from the dashboard and run the Sync again. The result will show that the customization really works as the Act-On List now has only 4 entries, a complete replica of the NetSuite Saved Search.

6_-_Act-on_content_after_full_sync.jpg

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Check out how to map Constant Contact custom fields in your integration.  

Let's start with the basics real quick!

Basic Fields Premapped

Additional field mapping is optional. Basic Contact fields such as all below are already mapped for you;

  • Email address
  • Name
  • Address
  • Account name
  • Phone
  • Email Opt Out

The phone number is pre-mapped. If having multiple phone numbers in a CRM record, then only the number under "Phone" will be synced to the Constant Contact "Work Phone" field. 

If the "Phone" number field is blank, even if other phone numbers are filled in, no phone number will be synced to Constant Contact "Work Phone."

To override the premapped fields, just enable this option in Step 4.

For other Custom Fields, just map each in Step 4, and if you do not see any in the dropdown, hit the Refresh Fields button on the page.

Note: Here are some Constant Contact Version 3 API limitations

Maximum number of custom fields in a Constant Contact user’s account = 100
Maximum number of custom fields per Constant Contact contact = 50
Maximum characters in a Constant Contact custom field name = 50 

Updating existing data in CRM is not available on the API, so only new records will bring back field data to CRM from Constant Contact upon creation.

Mapping back Bounce Reason and Bounce Date to CRM

Are you trying to write back the bounce fields from Constant Contact to CRM?

Constant Contact does not explicitly have a "Hard Bounce" field. Instead, they have a "Bounce Reason" field populated with both soft and hard bounces. To map this field, head to Step 4 and use a Text Field Type. For Bounce, Date uses a Data Type field.

Reporting Tab and Hyperlinked Bounce Count

Note: Sync Campaign Response must be selected in Step 1 for these fields to be available for Field Mapping and synced back to CRM.

If you run into issues, be sure to check the field type in CRM and if using an existing field, then try changing your field on the CRM side to a Text field to capture "Bounce Reason," which is the text type in Constant Contact and Bounce Date is a Date field type in CRM.

Do you need to use a Custom Unsubscribe field in CRM?

If you do, then that’s fine; just use our Add-On just for this feature in your Add-Ons tab, and once subscribed it will instantly turn this feature on to map in Step 4 today. Simple, right?

It gets even better.

Check this out.

You can also choose to do Additional field mapping or not.

We’ve made it easy for you by mapping the Basic Contact fields, including Email Address, Name, Address, Company Name, and Phone.

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This makes it convenient.

Here’s another interesting bit.

Do you wish to use Custom Fields in Constant Contact?

No worries, we’ve got you covered! Listen to this - 25 custom fields for you to choose from! Now that’s a whole lot to choose from, which is great.

MultiSelect Fields

If using this type of field in CRM, please note to use the Constant Contact Text Field type to make sure the format flows correctly. 

Example:

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This field, when mapped, will flow into Constant Contact like below. 

Contact Type = Buyer;Out-of-State Buyer

Birthday & Anniversary Support

Constant Contact supports the birthday and anniversary properties in the contact object. This means integration users can take advantage of autoresponder messages to send birthday and anniversary email campaigns.

Also, when using Step 4 Field Mapping, the birthday field is read-only, so can only be mapped to your CRM, Financial, or eCommerce software.

Since Constant Contact only supports Birth Month and Day, if you need to have Birth Year, a good workaround is to create a Custom Field in Constant Contact to house this full Birth Date information and map it back to your target software in Step 4.

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Check out how to see your favorite marketing automation solutions metrics back in NetSuite.

Marketing_Automation_Solution_Metrics_in_Netsuite.png

How it works:

  • Activate the "Sync Email Marketing Data"  in Step 1 of the integration setup for NetSuite integration with your Marketing Automation software.
  • Once you send a Campaign to your specified Main List or Audience then SyncApps will automatically sync back the Marketing Metrics back to NetSuite.

Sync_Email_Marketing_Data.gif

  • A Custom Record with the name “(Your Email Marketing Software) Email History” and “(Your Email Marketing Software) Emails-Cust” is created automatically.

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  • For individual Contact or Customers, SyncApps will automatically create the "Custom" sub-tab and under that, you can see the "(Name of your Marketing Automation Software) Email History" with the Campaigns and metrics received.

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  • Email Marketing Data will sync to any NetSuite Contact or Customer Record Custom Subtab when selecting in Records to Sync, "All Contacts."
  • For testing or for targeted Campaigns, first, create a Contact or Customer Saved Search configured in your Set Up if you are using the Saved Search option. What this does is facilitate the placement of your marketing metrics in the subtab.
Note: If you select Record Type to Sync, "All Contacts," and need Marketing Metrics back to NetSuite, please also select "Create a Contact" for New Subscriber Object Type in order to have SyncApps automatically sync the metrics back to Contacts.

If this option for "Sync Email Marketing Data" is checked in Step 1, Email Marketing data (Opens, Clicks, and URLs Clicked) will be synced to a custom record in NetSuite. 

The URLs Clicked should be visible in the Email Events field as shown below on the Contact custom subtab:

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The custom record will be created automatically by SyncApps and capture data starting with the date of creation and on a rolling 30 days basis after a Campaign is initiated.

Email Marketing Campaign metrics land on the custom subtab on the NetSuite Customer/Contact record.

You can change the NetSuite custom subtab name to meet your needs in NetSuite.

If you need a longer rolling basis for Campaign metrics flowing back into NetSuite just reach out to our 24/7 Support so we can enable it.

Troubleshooting:

If SyncApps logs display Campaigns are synced, but no email history records are created in NetSuite follow the steps below:

  • Open menu Setup > Integration > Web Service Process Status
  • Download recent requests and response files. Your download should be similar to the screenshot below:

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  • Send both the request and response files (the latest one) to our 24/7 support team along with your Set Up ID or URL. We’re always here to help you make the most of our solution! 

Need some help?

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Both types of bounces, hard and soft, land in the Campaign Member status and in the Campaign Response field coming from Mailchimp to Salesforce.

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Mailchimp "cleans" any Hard bounces from your Audience and prevents emailing to the same address.  However, soft bounces (which could be caused by a full mailbox, or other reasons) are permitted to be mailed to again, up to 7 soft bounces.

Soft vs. Hard Bounces

For Campaign Response coming from Mailchimp, there are no separate soft bounce, and hard bounce calls as the API does not differentiate that information.

However, for hard bounce (cleaned) status it can be synced back to a custom field (checkbox type), so you can see if a contact is in hard bounce status.

Please map the field Hard Bounce from Mailchimp to Salesforce today in Field Mapping in Step 4 in your Set Up.

Need some help?

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Need some guidance on viewing and/or organizing Marketing Automation Solutions metrics over in Dynamics 365? 

Well, you have definitely come to the right page!

By default, SyncApps automatically creates the Dynamics 365 Campaign and also populates the description field in Dynamics 365 Campaign Response with the campaign metrics from your Marketing Automation solution.

You can now gain insight into your Dynamics 365 Campaign Links your prospects and customers are clicking too!

If you would like more reporting capabilities within Dynamics 365 and Mobile updates on your campaigns then please take a few minutes to create the fields needed on the Campaign Response object in 365.

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Let’s get started with setting up your 365 default Campaign Metrics Field Mapping! 

Campaign Responses: 

First things first.

You'll need to create custom fields on the 365 Campaign Response object with the following exact field names:

  • _clicks
  • _opens
  • _bounces
  • _forwards
Note: A new_ prefix is automatically appended by Dynamics 365 with the correct data type.

The opted-out field is also available. The field name should end with _opted_out (like new_opted_out) with type boolean.

Note that for Opens, Clicks, Bounces they must be an integer (whole number), and Opted Out must be boolean.

SyncApps finds the field name that ends with "_opens", "_bounces", "_clicks", "_forwards" so your custom fields should be fine even if you have any company-like prefix before xxx_new_opens, xxx_new_bounces, xxx_new_clicks.

If you would also like to see URLs clicked in each email, then what you need to do is create new_email_events (custom field type should be "Multiple Lines of Text")

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The fields then will be populated with email marketing metrics with each scheduled sync.

See how to Customize the Campaign Response from the view below!

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For Event Marketing Sync, the following fields can be created on the Campaign Response object to store registration status, attendance status, payment status, and guest count information. We map all 4 fields by default back to the Campaign Response object in CRM when an Event is created and sent to your Main List in Constant Contact.  

  • _registration_status
  • Data Type: Single Line of Text 
  • _attendance_status
  • Data Type: Single Line of Text
  • _payment_status
  • Data Type: Single Line of Text
  • _guest_count
  • Data Type: Whole Number (Integer)

Dynamics 365 has an "Out-of-Box" field called response code "responsecode". You'll be noticing that this is getting populated with "interested" or "not interested". The action that is performed by the email recipients to populate this response code field are the following below:

Marketing Automation Solution

Dynamics 365
Unsubscribe Do Not Send Marketing Materials
Open/Click/Forward Interested
Bounce  Bounced or Error 
Others Not Interested

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Campaign Level

By default, SyncApps will bring over the Marketing Automation Software's Campaign metrics such as opens, clicks, and bounces back to your CRM in a rolling 30 days. SyncApps will create a CRM Campaign under Marketing with the same name as the Marketing Automation Software's Campaign.

Need to sync back the historical data that is more than 30 days ago to your CRM? Send a note to our 24/7 Support team today!

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Contact/Lead level:

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Need to see the Marketing Campaigns on the CRM Timeline in the Contact Record? 

Try the following steps:

  1. Open up the Contact Entity Form
  2. Double click inside the Social Pane
  3. Under Activities Tab Properties, change from "Show All" to "Show Selected," then select all that applies. Save and Publish.

Hope you find this article helpful enough with the step you’re on now!

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Want to know more about where to see your Marketing Metrics in Bullhorn CRM from your Marketing Automation software?

Great! Well, here's the right article for you!

This is how it works as best practice:

1. In Bullhorn, place the records inside your Tearsheet. This Tearsheet will be specified in Step 1 of the Set Up. Contact/Lead/Candidate>Select an Action>Manage Tearsheets

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Now that the Tearsheet is successfully created, you can also use an existing Tearsheet based on your preference.

2. In Step 1 of the Set Up select the specific Bullhorn Tearsheet(s). These Tearsheet(s) will be created as separate Email Lists/Groups under your specified Main/Audience then enable the "Want to sync opens, clicks, and bounces from your Constant Contact Campaigns to Bullhorn?".

Want_to_sync_opens__clicks__and_bounces_from_your_Constant_Contact_Campaigns_to_Bullhorn_.png

3. Once the sync is done, the records are now in your Marketing Automation as List(s)/Group(s).

Create a Campaign in your Marketing Automation software and make sure that the recipient is your Main List/Audience or the List(s)/Group(s) under your specified Main List/Audience.

Run the Campaign.

4. After the sync is done, the Campaign Response Marketing Metrics will now be reflected under the Contact/Lead/Candidate Notes as seen in the screenshot below:

bh1.png

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Need to map the Mailchimp Member rating back to your CRM / Financials Software?

You can map to a Text field works fine as the Contact Rating (Member Rating) is a negative number to a positive number based on Stars given.

Head to Step 4 of the Set Up then map the Member Rating from Mailchimp to your CRM / Financials Software. Make sure that the mapping direction will be from Mailchimp to your CRM / Financials Software.

See Mailchimp help article here...

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Need some help?

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Looking to see how Salesforce integration works with your marketing automation solution? 

You’ve come to the right place!

Let's take a Salesforce Integration with Constant Contact as our example of how it works and how it is setup:

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We’ve put together a clear guide that will help you through the entire setup process. We strongly believe that once everything is up and running, you’ll be in a better position to manage your customer databases and eventually achieve your goals.  

Here are just some of the many platforms supported by our “Built on Salesforce” software: 

See What You Can Do:

  • Sync your Contacts, Leads, Person Accounts, and Campaign Members to Act-On, Constant Contact, Delivra, ExactTarget, Salesforce Marketing Cloud, Mailchimp, Sendinblue & VerticalResponse.
  • Integrate Accounts, Person Accounts, Contacts & Leads | Sync Campaign Metrics | Sync Lists, Groups, Segments | Add/Remove from Lists/Groups based on rules | Opt-outs synced bidirectionally | Custom Opt-outs supported | Custom Field mapping | Scheduling & real-time integration and much more.

Get started with your 4-week trial!

Let's take a look at Step-by-Step how to integrate Salesforce using Constant Contact as an example:

Use case below is for a Constant Contact subscriber, and the same process will apply to Mailchimp, Delivra, Klaviyo, Drip, and other marketing automation solutions supported. 

SALESFORCE INTEGRATION ROLE PERMISSIONS:

  1. API Enabled permission to access any Salesforce API
  2. Object permissions for all needed
  3. Page layout assignments for all required by your role
  4. Record type assignments if using record types
  5. Contacts
  6. Leads
  7. Accounts
  8. Campaigns
  9. Campaign Members
  10. Campaign History
  11. Custom Fields
  12. External data source access
  13. The detail and edit pages
  14. Related lists
  15. List views
Note: For integration, make sure that "View All Data" is checked on the user's profile.
Profile > Administrative Permissions > View All Data

Step 1: Salesforce   

  • First, you need to create a Set Up, just another term for integration, which can also include Full Sync Add-On, Field Mapping, and more.
  • Then enter your Profile Name. The Set Up Name is just a description for you to remember the Set Up that you created.
  • Next, enter Salesforce credentials. Grab your Salesforce credentials, and if you have questions, please hover over any SyncNotes tooltip to get more information.
  • Next, enter your Salesforce Security Token. To find your Security Token, go to your Salesforce account, then Settings, and find “Reset My Security Token” on the left side. Press the “Reset Security Token” button. The security token will be sent to your inbox.
  • Then, copy the token and paste it into the Security Token text box. You can hover over SyncNotes if you are uncertain.
  • Next, select Object Type to Sync. If you’re satisfied with your settings, you can proceed to Step 2.

Step 2: Constant Contact  

  • Enter Constant Contact credentials. Connecting to Constant Contact is super simple. Press the button to log in to the account to validate your Set Up. Hover over SyncNotes to learn what Main List is all about. To check your Main List, you can go to your Constant Contact account and choose your preferred Main List. You can copy and paste it to the Main List text box.

Step 3: Full Sync Add-On  

The Full Sync Add-On is applicable to CRM and eCommerce platforms and can be used in our trials and plans. The CRM must have List integration to be able to use Full Sync.

Read more about how the Full Sync Feature can automate your contact management today in our article here.

The Full Sync can be scheduled in Step 3 to Manual, Daily, or Weekly.

It allows you to keep your systems trued up with ease.

Step 4: Field Mapping  

  • Field mapping from your chosen software one and software two allows you to update existing records or new records with ease.

Step 5: Filtering and Segmentation  

  • Filtering takes CRM records, filters them based on specified criteria, and syncs your records into your target application.
  • Segmentation sync records from each defined segment into separate lists or groups.

Step 6: Sync Scheduling  

  • Sync Scheduling can be set up on Free Trials and all plans.
  • Sync on Demand is available on all trials to allow quick testing of your software integration.

Set Up Page

  • Press the Sync Now button from the Set Up screen to sync your data immediately.
  • Wait until the Sync Process is complete.
  • After that, you can view Sync Summary in Sync Logs.
  • Visit your Salesforce Contacts to see if they are Synced 

You’re all done!

If you get stuck and need help, please feel free to reach out to our support team 24/7.

Once you set up your Set Up, these are the next steps.

Best Testing Practices for Your 4-Week Free Trial

1. Ensure that you have created 2 Set Ups if you are using both Leads and Contacts. Select Accounts as the object type if you are using Salesforce Accounts.

2. Create one Salesforce Campaign or List View for testing purposes. You can use our Filter and Segmentation feature in tandem with each Salesforce Campaign or List View. Please note to have test records in it

3. Head to the SyncApps and select your test Salesforce Campaign or List View.. If you chose to use Filters, select the specific records from the precise Salesforce Campaign or List View.. Please review this link if you want to add Salesforce Person Accounts.

4. Ensure that the “Email Opt-Out” field is visible on the Salesforce Account, Contact, or Lead Page Layout. It facilitates easy testing of unsubscribes from your Marketing Automation Solution or CRM through frequent manual inspection.  SyncApps uses the default Email field in Salesforce for syncing email records between systems unless using a custom email field.

5. Go back to your Marketing Automation Solution to create and use an empty list to integrate into the Main List mentioned in Step 2 of your integration process. SyncApps creates the list automatically or there is an option to use an existing List. This list will be used for the integration of all your Contacts in your Marketing Automation Solution. Press next until you get to the ‘Finish’ option.

6. Press “Sync Now” on your Set Up page.

7. Head back over to check your Marketing Automation Solution Lists for the Salesforce Campaign or List View synced from Salesforce. The Main List will now contain the records you placed into the Salesforce Test Campaign or List View or those records from the Filter you are testing against the Salesforce Test Campaign or List View.

Note: Sync on Demand is available in the Free Trial. Sync unlimited records, Opt-outs, and Campaign(s) per Free Trial period.

Once completed, you can now remove the settings for testing and keep the features you need like Campaigns, Marketing Lists, or Filtering.

Salesforce Supported Editions

The ability to subscribe to Salesforce SyncApps is available for Salesforce Professional (API Enabled), Enterprise, Performance, Unlimited, and Developer editions. Check out the Salesforce Lightning editions supported.

Please note that due to restrictions on Salesforce Professional Edition, the ability to look up Salesforce information and post back from applications requires adding API access to your Professional Edition organization. It will attract an additional cost to the Professional Edition.

Getting Started/Basic Concepts

Sign up for a SyncApps Account and review this help center article in detail.

Let’s get started with the basic concepts:

Opt-Out Field:

The "HasOptedOutEmail" must be accessible by API and placed on each Salesforce Layout.  You also need to make sure that the HasOptedOutEmail is visible and editable in both Contact & Lead layouts.

SyncApps does support custom Opt-Out fields if you need this feature, please enable it on Step 4 Field Mapping.

Campaigns:  

For Campaign Responses flowing back to Salesforce, there are two methods that can be synced:

  • Individual statistics: synced to the Campaign Member Object. Custom fields for Sends, Opens, and Clicks are auto-created by SyncApps. Fields need to be placed on the Campaign Member layout, so they are accessible by the Salesforce API. 
  • Summary statistics: synced to Campaign Object. Custom fields for total Sends, total Opens, and others must be manually created in Salesforce. They also need to be mapped in each Set Up. All newly created fields to be mapped in Step 4 of your Set Up under the Campaign tab need to be placed into the Salesforce Campaign layout.  Please enable this feature for Campaign Response Type. 

Step 4 Field Mapping:

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Salesforce:

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Activities:

If you select to create an Activity in your SyncApps configuration, you need to make sure that each event, such as Opening and Clicking, will create a new Activity (Task) in Salesforce.

Note: Place Activity CazoomiID under Activity History on our Salesforce Layout and URLs Clicked.

Edit_Page_Layout__2_.png

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Campaign Member's custom fields are created when "Sync Campaign Responses" in Step 1 of any Set Up is selected, and the "Next" or "Save" buttons are pressed or clicked in a Set Up configuration.

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Getting Started - Campaign Layout Fields

Once you have created a Set Up (see above) from your dashboard and are on Step 1, selecting "Sync Campaign Response," check your Salesforce layouts to make sure all the fields created by SyncApps are dragged into the layouts for your Salesforce organization before continuing to Step 2.

Sync Campaign Responses feature is required in Step 1 of your Set Up setup before SyncApps automatically create fields.

In Lightning Salesforce:

Clint_Wilson___S__1_.png

Did we mention that we also support your Marketing Automation Solution Drip Email Campaigns to help your Salesforce metrics and in various ways to meet your requirements? Well, we do!

Email metrics flow back to Salesforce based on your choice in Step 1 of your Set Up Setup.

What type of metrics do you want to bring back into Salesforce?

  1. Campaign in Salesforce
  2. Activity in Salesforce
  3. Both Campaign & Activity
  4. Note + HTML Template
  5. Sync Marketing Metrics only

Please also be sure to place the Activity fields created by SyncApps on your Contact or Lead layouts.

Using Accounts Object (Person accounts) and need to see Campaign Metrics?

See here...

Three layouts need to be edited to work for Salesforce Professional Edition with API Enabled:

  • Campaign Page Layout: Add Campaign CazoomiID (optional for Enterprise Edition, but make sure the username has access to the fields)
  • Campaign Member Page Layout: Add Campaign CazoomiID, Clicks, Bounces, Forwards, etc. (optional for Enterprise Edition, but make sure the username has access to the fields)
  • Contact or Lead Page Layout: Add Clicks, Bounces, and Forwards to the Campaign History-related list (optional, but needed to see the metrics in the Contact or Lead layout.)

Salesforce layouts check:

  • Drag Campaign CazoomiID into the Email Campaign Page Layout

Edit_Page_Layout__3_.png

  • Drag CampaignMember CazoomiID into the Email Campaigns Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards, and Bounces

Edit_Page_Layout__4_.png

  • The Campaign metrics fields placed in the Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" in the email into Salesforce from your Marketing Automation solution.
  • Campaign Response is synced every 24 hours. If needing Campaign metrics to sync back more frequently, then please enable this feature from the Scheduling Tab in your integration.

campaign_layout_setup.png

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Note:

For Salesforce Campaign Member Status, we always sync with the latest status, one of the following:

  • Clicked:  If the recipient clicked 
  • Opened: If the recipient opened
  • Bounced: Email Bounced
  • Unsubscribed: opted out of an email campaign
  • Sent: If the recipient is a member of the Email Marketing Campaign and none of the above statuses applied.

Email_Campaign__Test_Campaign_Activity___Salesforce_-_Developer_Edition.png

Note: Mailchimp API does not have an efficient way to update for "Sent" in the Campaign Member Status for Automation Campaigns (not regular Email Campaigns) as Mailchimp does not give a timestamp when the actual sending is done.  This status can sometimes not always be 100% correct.

Individual Contact Record:

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If you need to use Salesforce Campaigns, only then the Full Sync Add-On is required.

So mainly, if you want to use Salesforce Campaigns and want to remove members automatically, this feature "Full Sync" will manage automatic Contact and Lead record removal features for Campaign members to Email Marketing Lists and Groups on each Full Sync schedule. 

This means that anytime a record is added to or removed from a synced Salesforce Campaign, created by SyncApps, it will always be in sync with the Marketing Automation Software you use today.

Need some help?

Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations. 

Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled  

FAQs 

Check out these Help Desk articles for answers to frequently asked questions.

Get Started | Login Issues | Pricing

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