Items in the Postal Marketplace can now be associated with your campaigns in Salesforce. This guide walks you through how to accomplish this.
Note: To associate items with your SFDC campaigns you will need Admin access to the Postal software and an active Salesforce Integration.
In Postal, start in the Marketplace.
Step 1 - Select the item or collection in the Marketplace you wish to associate with your campaign.
Note: a collection is mapped as a single item, not the individual items themselves.
Step 2 - Map to external campaign
You can find this option when approving an item. Look for the option shown in the image below.
Step 3 - Select the Salesforce integration
Step 4 - Select the desired campaign from the new drop-down
If it’s the first time you've selected this campaign, the Edit Status Mapping option will automatically pop up. This can be edited later. We recommend mirroring the statuses if possible and being consistent across all items.
Here is an example from a Salesforce Campaign we used to test this part of the integration.
Ok, back to your Postal workflow. On the left, the Postal status will be populated. You will want to map them to your Salesforce statuses available on the right. Once you are done select Save Mapping.
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Note: Only Member Status setup within your SFDC Instance will show as an option. Please configure your SFDC Member Status prior to mapping if changes are needed Note: the status will advance accordingly as the campaign moves forward.
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Step 6 - Select Save this item, and you're done! This item will now be associated with your selected campaign.
Pro-tip: You can also bulk-add items to an SFDC campaign with the Bulk Editing feature.
Explore the Postal + Salesforce integration by checking out our Salesforce Integration Hub article !