Register

The Salesforce Plugin and how you can use it

Moving your contacts to one of your email lists in our platform is now fast, easy and can make a huge difference to your effectiveness by using our advanced personalization options to take advantage of all the information you have gathered on Salesforce. Our Salesforce Plugin brings all your contacts over to our platform where you can really achieve great things.

There are two paths to the Salesforce Plugin. Below we will be reaching it through the Integrations page:

A. Choose a target list for the Salesforce Plugin

1. Click on the Integrations option, located on the Account button on the right top corner of your page.salesforce_plugin_and_use_1.png

 

2. Once inside your Integrations page, tap on the Select button next to the Salesforce plugin.salesforce_plugin_and_use_2.png

 

3. On the pop-up window appearing, select the name of the email list which you want to populate with your Salesforce Contacts from the drop-down list. Then, click on Continue.

 

B. Log in to your Salesforce Account

4. Click on the Login with your account button.salesforce_plugin_and_use_3.png

 

5. Fill in your Salesforce credentials to complete the authentication step and then click on the Allow button.salesforce_plugin_and_use_4.png

 

C. Select the Contacts

6. 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.salesforce_plugin_and_use_5-new.png

Then, tap on Next.

 

7. 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

8. 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.salesforce_plugin_and_use_6.png

 

9. 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.salesforce_plugin_and_use_7.png

 

E. Get notified

10. 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.

 

11. 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.

 

12. 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.salesforce_plugin_and_use_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.