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 tab on the top left and then click the orange box "Create New Touch":
2. Select what you plan on sending from Touch Offerings and then hit Next Step on the bottom right:
3. Enter in the Touch name and details and select 'Trigger sending based on Integration':
4. After clicking Next then click on Salesforce:
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.
6. If you select "Member added to a Salesforce Campaign" then you can select which Campaign to send to.
NOTE: If you want to send to existing members in the campaign, you must choose which status they should be in. Please see Salesforce Campaign Best Practices for additional tips.
Or.... You can select the "Salesforce field" and then select which SFDC object and field will trigger the touch:
7. Next, you must map the Salesforce fields where the recipient or companies information lives to Sendoso:
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:
- Select "Edit Template with custom message."
- Insert your messaging for Leads or Contacts or both, if you are planning to trigger to both, on the next page. You can select "Insert Salesforce Field Variable" to pull fields from SFDC. Then click "Save" at the bottom of the window.
9. Then, specify who receives the delivery email alerts and who receives the errors if a trigger fails, then select "Next":
10. Lastly, you can select which Salesforce Campaign and Member Status' are updated when items are processing, shipped, delivered, undeliverable, or failed:
If you need any help or have questions send your Customer Success Manager an email or refer to the Salesforce Campaign Best Practices guide.