Using the 6Sense Integration

  • Updated

Postal customers can leverage their 6Sense data to create automation with Postal. You can leverage this integration in both Postal ABM and Postal Engage. We'll discuss how later in this guide.

Before you start!

 

You’ll need:

  • Admin access in Postal
  • Access to manage Salesforce Campaigns
  • Salesforce needs to be integrated with Postal
  • Access to create Orchestrations in 6Sense
 

Create a Salesforce Campaign

 

Start by creating your Salesforce Campaign.

Step 1 - Navigate to Campaigns > Create New

 

Step 2 - Campaign Name

  • Active Checkbox - Checked
  • Type: Direct Mail
  • Status: In progress
  • Save


Now let’s move to 6Sense

In 6Sense

Step 1 - Create an orchestration

 

Step 2 - Add your audience to a Salesforce Campaign

 

Step 3 - Choose your Segment

 

Step 4 - Adjust your filters and Push Settings as necessary

  • Limit your Record Types to Contacts
 

Step 5 - Save / Preview / and Run Now when you are ready!

 

From here we have a couple of options.

  1. Set up a Postal ABM Campaign tied to 6Sense + Salesforce
  2. Associate items/Collections within Postal Engage with Salesforce and leverage 6Sense


Let's talk about Postal ABM first.

Postal ABM Campaign


Start in Postal ABM > Campaigns

Step 1 - Select Create Campaign (top right under your profile pic)
Step 2 - Work through the following options:
  • Campaign Name - the name of the campaign for your reference
  • Campaign Budget -  the maximum amount of funds you wish to spend on this campaign
  • Spend As - the user that will be spending funds.
    • Note! The user you select will determine the team(s) that will be available to choose in the next option. A team cannot be used if the user you select is not part of that team.
  • Send As - the Postal user that will be identified as the sender of this campaign.
  • Meeting Request - Add a meeting request to each send. Shows up in the acceptance workflow for the recipient.
  • Team - select the team and therefore the Budget and Funds that will support this campaign.
  • Salesforce Campaign - The SFDC Campaign you wish to tie this ABM Campaign to (this where the magic happens)
    • Status Mapping can be set to equal the same statuses in your Salesforce Campaign
  • Only trigger send when Salesforce Campaign Member Status Equals - When does the Postal ABM Campaign get triggered?
    • Sent
    • Responded
  • Length of Campaign - add a start and end date
  • Choose an Item
    • This is similar to the standard Postal send flow. Start by finding and selecting an approved item.
    • Existing Collections can be sent using the filter option, Category, and then selecting Collections. 
    • Update the email and landing page then review the end result before approving.
Step 3 - Start the Campaign


As long as the Postal ABM campaign has a budget and the end date has not been met Postal will check your Salesforce campaign for new members every 15 minutes.

When creating a Postal ABM campaign, you can elect to trigger the Postal send based on a Salesforce Campaign Member Status.

To learn more, check out our How to Create ABM Campaigns article to learn more!


Read on to learn more about tying items/Collections to Salesforce Campaigns.


Postal Engage

In Postal Engage, you can link items/Collections to Salesforce campaigns which will work together with 6Sense. Whether you send personalized emails, MagicLinks, or use Triggers, if your items are linked to a Salesforce Campaign, you can leverage your 6Sense data. Here’s how to associate individual items/Collections to your SFDC Campaigns.

 

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 within the Collection.

 

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
 

Step 5 - Edit Status Mapping

 

We recommend mirroring the statuses if possible and being consistent across all items. 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.

To learn more, check out our Associating Items with Salesforce Campaigns article.

 

And you’re all set. Postal + 6Sense is that easy!
 

 

Was this article helpful?

0 out of 0 found this helpful