Saturday, 12 February 2011

Integrating Salesforce Leads with Campaign Monitor

Connector for Salesforce + Campaign Monitor not only connects Salesforce Contacts and Person Accounts with Campaign Monitor, but can also integrate with Leads. Before you proceed, you must have installed the latest version of the Connector in your Salesforce org.

Configuring the Lead Page Layout

To subscribe a Salesforce lead to a subscriber list, you need to add a button ("Add to Subscriber List") to your lead page layout. Also, in order to view the email activity data (email opens and clicks) retrieved from Campaign  Monitor, you must add a related list called "Email Activities" to your person account layout.

These components are already included in the Connector package, so you only need to add them to your relevant page layout. To do that:
  • In your Salesforce org, navigate to Setup > App Setup > Customize > Leads > Page Layouts.
  • Click the Edit button next to the page layout you want to add the button for (e.g. "Lead Layout"). 
  • Select Related Lists from the top-left sidebar, and add the List Subscriptions and Email Activities related lists to the page layout as the following screenshot:

  •  Click the wrench button for the List Subscriptions related list, and click the [+] sign in the bottom that has the label "Buttons". This will bring up the hidden section for the buttons, where you can select the "Add to Subscriber List" button, which comes with the Connector's package.

  • Add the two custom buttons, Add to Subscriber List and Refresh Subscriptions, to the page layout.
  • Click OK and then don't forget to click Save on the page layout editor as well. 
Now let's see this in action! Go ahead and navigate to a normal lead detail page by selecting any lead record in your Salesforce app. Now you will notice that you have the "Add to Subscriber List" button in the page detail button area and the "Add Lead to List" button in your List Subscriptions related list. Click either button, and you will see something similar to this:

Of course, the items listed in the select box should be the subscriber lists you have in your Campaign Monitor app. As you probably know, this is similar to the screen to the ones you should see when you click the "Add to Subscriber List" button in your Contact detail page.

If everything worked so far, your person account page should look something similar to this:

The data in the Email Activities related list will show up after you refresh recipient activities from the appropriate Campaign page or after your scheduled refresh runs. 

You may also want to add a custom link on the lead detail page to access a subscriber's detailed information stored in Campaign Monitor. For this, refer to the section 1.7 Adding Custom Link for More Subscription Info in the installation and configuration guide, which should be very similar to what you have to do to add the link to the person account page layout.

Adding Multiple Leads to a Subscriber List

Similar to Contacts, you can add multiple Leads to a subscriber list by using the List View Button provided by Connector for Salesforce + Campaign Monitor. To configure this:

  • Setup > App Setup > Customize > Leads > Search Layouts
  • Click the Edit link for the Lead List View item.

  • Add the custom button Add to Subscriber List and click Save.

That's it! Now to try this:

  • Navigate to the Leads tab, and select a List View which has the leads you wish to add to a Subscriber List.
  • In the List View, select the records using the checkboxes on the left. Now click the Add to Subscriber List button.

  • On the next screen, choose which Subscriber List to add the leads to. Click the Add to List button.
  • After the leads are successfully added, the screen will show the results, including the errors if any.

If you want to add subscribers that cannot be listed as a Salesforce list view as above, please refer to the section Exporting/Importing Multiple Contacts to a Subscriber List Using a Report (CSV) in our installation and configuration guide.

On Campaign Monitor, you should be able to see the leads added from Salesforce, similar to the following:

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