Salesforce Triggers

You can set up triggers to automate sending direct mail or eGifts via Salesforce. You can set up triggers based on a contact/lead being added to a Salesforce Campaign or based on a Salesforce field update.

 

1. To get started, click on the Touches section:

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2. Click Create New Touch:

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3. Enter in the Touch name and details and select 'Trigger sending based on Integration':

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4. After clicking Next then click on Salesforce:

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5. There are two options for triggering Touches. You can set up triggers based on a contact/lead being added to a Salesforce Campaign or based on a Salesforce field update.

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6. If you select "Member added to a Salesforce Campaign" then you can select which Campaign and what Campaign Member Status:

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Or.... You can select the "Salesforce field" and then select which SFDC object and field will trigger the Touch:

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7. Next, you can map the Salesforce fields to Sendoso: 

 NOTE: You must map email for status notifications to update.

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8. If you are including a custom printed-on-demand (POD) notecard or a custom handwritten note then you can write out the message and customize the message with custom variables inserted from Salesforce:

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9. You can specify who receives the delivery email alerts and who receives the errors if a trigger fails:

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10. Lastly, you can select which Salesforce Campaign and Member Status' are updated when items are processing, shipped, delivered, undeliverable, or failed:

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If you need any help or have questions send your Customer Success Manager an email or ping us at hello@sendoso.com.

 

 

 

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