Connecting Terminus with Salesforce: https://support.terminus.com/hc/en-us/articles/1500011236202-The-Terminus-Insights-Package-for-Salesforce
In Salesforce:
- Campaigns > Create New
- Campaign Name
- Best practice is to name it “Sendoso-Terminus (Item or Purpose)” - for example Sendoso-Terminus Q4-2020 Cupcakes
- Active Checkbox - Checked
- Type: Direct Mail (or Sendoso/applicable campaign type)
- Status: In progress > Save Campaign
- Advanced Setup > Edit Campaign Member Statuses (Processing, Shipped, Delivered, Undeliverable) > Save
- Use Terminus data to populate the Salesforce campaign!
In Sendoso:
- Go to touches page: https://app.sendoso.com/touches
- Create New Touch
- Choose Send Type>Items to Send>Next Step
- Enter Touch Name>Set Touch Type to “Triggered”>Choose Funding Source>Next Step
- Choose Terminus>Next
- Setup Trigger>Trigger Based On “Member added to Salesforce Campaign”>Choose Campaign>Next
- Map Recipient Address Information for Leads and/or Contacts>Next
- Edit Template with Custom Message (Set up note that goes out with package)>Save
- Choose who will receive Send/Delivery Confirmations and Error Alerts>Next
- Choose the Campaign we want to track status updates/ROI tracking to (Same as trigger campaign) and map statuses
- Additional Salesforce Tracking>Map Total $ Spent on Campaign to Campaign Object - Actual Cost in Campaign>Next Step
- Finish touch creation
Happy Sending!