Tuesday, 17 July 2012

Retrieving Campaign Summary Information to Salesforce

The campaign snapshot page on Campaign Monitor provides very useful information to marketers, such as the number of recipients, opens, clicks, unsubscribes, etc to date. 

The latest version of SNB Apps Campaign Monitor Connector for Salesforce can retrieve this information into Salesforce, and this is especially helpful for Salesforce users to create reports such as campaign ROI reports or campaign revenue reports, something like this:

Getting the summary information of your Campaign Monitor campaigns is easy. Make sure that you have the latest version of the Connector installed on your Salesforce org, and you have the Get Summary button on your ecmCampaign Layout as below:

Once you click the button, the Connector will retrieve the latest summary information from Campaign Monitor and populate the following fields as below:

If you do not see the fields above, you may have to add these fields from the page layout editor... Also make sure you have installed the latest version of the Connector!

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