Postal customers can leverage their Demandbase data to create automation with Postal.
Before you start!
You’ll need:
- Admin access in Postal
- Access to manage SFDC Campaigs
- Salesforce setup with Postal
- Access to Demandbase
Create a Salesforce Campaign
Step 1 - Campaigns > Create New
Step 2 - Campaign Name
- Active Checkbox - Checked
- Type: Direct Mail
- Status: In progress
- Verify your campaign member statuses
- Save
Now let’s move to Demandbase
In Demandbase
Step 1 - Identify a list of contacts you’d like to take action on
Step 2 - Take Action > Salesforce Campaign > Choose the Salesforce campaign you wish to tie to
In Postal
Note you can tie Demandbase data and SFDC Campaigns in Engage or ABM Campaigns.
Here’s how to get it done by tying items 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 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
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.
That's all folks. Postal + Demandbase is good to go!