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Import your Salesforce contacts to a list

 Our platform helps you quickly populate your email list with your Salesforce contacts without any fuss. 

All you have to do is select which list you want to import your Salesforce Contacts to, and we will take care of the rest. Your Salesforce contacts will be transformed into newsletter recipients with just a few clicks and your communication will be refreshed when your stylish campaigns find themselves in their inboxes.

There is another path to the Salesforce Plugin. Below we will be reaching it through the Email lists page:

A. Find the Salesforce plugin

1. At the top of your Dashboard page, hover your mouse over the Audience tab located at the top of your Dashboard page to reveal the drop-down menu, and then click on the Email lists option.import_salesforce_1.png

 

2. Click on the name of the email list which you want to populate with your Salesforce contacts. 

 

3. On the vertical menu on the left, tap on the Perform bulk actions button.

 

4. On the menu that appears, select the option Import Members into List.

 

5. Using the dots, navigate inside the pop-up window to find the Salesforce plugin option and then select it by clicking on the Select button below it.import_salesforce_2.png

 

B. Log in to your Salesforce Account

6. Click on the Login with your account button.import_salesforce_3.png

 

7. Fill in your Salesforce credentials to complete the authentication step and then click on the Allow button.import_salesforce_4.png

 

C. Select the Contacts

8. Toggle whether you want to handpick some or whether you want to import all of your Salesforce contacts. If you have the consent from all those subscribers via the Double Opt-In process, you should click the checkbox: Yes, add them as verified, I do have consent from these members.import_salesforce_5.png

Then, tap on Next.

 

9. If you opted to handpick which groups of contacts to import from your Salesforce account, you must now choose said groups (they will be indicated with a tick icon when clicked). Click on the Next button when you are done.

 

D. Map the data

10. Map the columns of data you uploaded to your email list fields by clicking on each drop-down list and selecting the custom field that fits best. The Email field is available by default.import_salesforce_6-new.png

 

11. If you want to map a specific column to a field, continue by toggling the Map to switch to On and then clicking on the Next button. If you haven't mapped all fields, a notification will appear asking if you want to ignore any columns that remain unmapped. Click on the Ignore and continue button.import_salesforce_7.png


E. Get notified

12. Choose if and how you want to be notified once the import process has been completed. Click on the  Import button when you are ready to start the process.

 

13. A pop-up message will be displayed at the bottom of your page, informing you that your requested import operation has been successfully queued. To view a report of your import's progress, click on the Go there on the right side of the pop-up message.

 

14. Alternatively, you can always go to the Import Members into List option inside your Perform bulk actions menu and tap on the View reports button next to it in order to check your reports.import_salesforce_8.png

You can find when each import process was Started On, when it was Finished On, the numbers of Added and Updated members as well as more detailed Reports and the Method used for the import process.