One of the different import options in Moosend lets you populate your email marketing email list using the Salesforce Plugin. You can import your existing Salesforce contacts to Moosend and transform them into your email recipients easily.
Note: Another way to access this plug-in is through Integrations.
To import your Salesforce contacts using the plugin:
- In the top navigation bar, hover your mouse over the Audience tab, and then click Email lists.
- Click the name of the email list you want to import your Salesforce contacts to.
- In the menu, click Perform bulk actions.
- On the Choose Bulk Action page, navigate to Import Members into List and click Select.
- In the pop-up dialog box that appears, click
to navigate to the Salesforce plugin option and click Select.
- Click Login with your account and enter your Salesforce credentials.
- Click Allow to complete the authentication step.
- On the Data selection tab, select which contact fields to import.
- If you have consent from an external source, select Yes, add them as verified, I do have consent from these members.
- Click Next.
- On the Data Mapping tab, click each drop-down list and select the default fields or a custom field. If you want to map a specific column to a field, click the Map to drop-down list, then click the field to use, and click Next.
Note: When mapping your data to a custom field, you can select an existing custom field, or you can create a new custom field in each column. - If you have not mapped all uploaded data to their corresponding fields, a pop-up message asks you to confirm that you want to ignore any unmapped columns. Click Ignore and continue.
- On the Notification tab, select your preferred import completion notification and click Import.
- A pop-up dialog indicates that the import operation has been successfully queued. To view a report of the import operation, click Go there.
- Click View reports to see the details of when the import operation started or finished, how many members were added, updated, or ignored.
