Configuring advertising permissions

  • Updated

This topic is for administrators and developers with administration access rights in Salesforce.

The Salesforce add-on supports the administration of advertising permissions for the marketing channels of print, email and text message in your Salesforce Org. It is also possible to import double opt-ins from Optimizely Campaign.

The configuration of advertising permissions consists of the following steps:

  1. Create Boolean reference fields (true/false) for the marketing channels you use (email, text message, print) for your leads, contacts, and personal account. The reference fields will later be displayed in the personal information of your leads, contacts, and personal accounts as check boxes (Advertising permission present or Advertising permission not present).
  2. In Salesforce, configure your Optimizely Campaign clients.
  3. Assign the created reference fields to an advertising permission with the corresponding marketing channel.
  4. Enable automatic import to import completed double opt-ins from Optimizely Campaign.
  5. Alternatively, you can assign double opt-ins manually.

Creating reference fields

  1. Go to the Setup area in Salesforce.

    Image: Setup

  2. In the left menu bar, click Objects and Fields > Object Manager.

    Image: Object Manager

  3. In the Object Manager window, select the entity that you want to create a new reference field for, such as Contact.

    Image: Reference field Contact

  4. In the Object Manager window of the selected entity, click Fields & Relationships.

    Image: Fields & Relationships

  5. Click New.

    Image: New reference field

  6. In the New Custom field window, select the Checkbox option under Data Type.

    Image: Zuordnung

  7. Click Next.
  8. Enter a name for the new field in the Field Label field, for example Newsletter.

    Image: Field name

  9. Under Default value, leave the option on Unchecked.
  10. The selected field name will automatically be added in the Field name field. Optionally, enter another field name.
  11. Optional: Enter a description in the Description field.
  12. Optional: Enter a help text in the Help Text field.
  13. Click Next.
  14. Configure the field level security according to your requirements.

    Image: Step 3. Set up field level security

  15. Click Next.
  16. Add the page layouts according to your requirements or remove unneeded page layouts.

    Image: Step 4. Add page layouts

  17. Click Save.

Repeat the steps for the other marketing channels you use and for the corresponding entities (leads, contacts, personal accounts).

Create identical fields for leads, contacts, and personal accounts. In this way, advertising permissions will be automatically transferred if a lead becomes a contact, for example. If you create different fields, you need to use Rules to transfer the advertising permission (such as from a lead that has become a contact).

Storing client IDs and SOAP API user data

If you do not have a SOAP API user account, contact customer support.

  1. Log in to Salesforce CRM.
  2. Open the Mandators (Episerver Campaign) tab.

    Image: Clients (Episerver Campaign)

  3. Click New to create an Optimizely Campaign client in Salesforce.

    Image: New client

    If you would like to change the settings of a previously created client, click the respective client and then Edit. The list views in Salesforce may hide clients. If necessary, click All in the list views.

  4. In the Optimizely Campaign Client window, specify the following fields:
    1.  Name. Name of the client (as it should be displayed in Salesforce). You can chose the name freely. For greater clarity, use the same name as in Optimizely Campaign.
    2.  Client ID. Client ID. To see the client ID, open the Optimizely Campaign menu and select Administration > API OverviewREST API.
    3.  API User. Your SOAP API user name.
    4.  Password. Your SOAP API password.
    5.  Active. Select the check box.

    Image: Episerver Campaign client

  5. Click Save.

Repeat these steps for additional clients to connect to Salesforce CRM.

Assigning reference fields

  1. Open the Opt-Ins (Episerver Campaign) tab.

    Image: Opt-ins (Episerver Campaign)

  2. In the Opt-Ins (Episerver Campaign) window, click New.

    Image: New advertising permission

  3. In the Configure advertising permission window, specify the following fields:
    1. Name. Name for the advertising permission (for example Product newsletter).
    2. Mandator. Optimizely Campaign client to which the advertising permission is to be assigned.
    3. Opt-In Type. In the drop-down list, select the marketing channel for which the advertising permission applies (for example Email).
    4. Reference field. In the drop-down list, select the reference field that you want to assign the advertising permission to (the Boolean field that you have created the advertising permission for, see Creating reference fields).

    Image: Configuring advertising permission

  4. Click Save.

Importing opt-ins from Optimizely Campaign

  1. Select the check box Episerver Campaign Synchronization.

    Image: Synchronization with Episerver Campaign

  2. In the DOI list Id field, enter the ID of the recipient list containing the double opt-ins. To see the recipient list ID, open the Optimizely Campaign menu and select Administration > API overviewRecipient lists.

    Image: Double opt-in recipient list ID

  3. In the DOI process Id field, enter the ID of the opt-in process. To see the opt-in ID, open the Optimizely Campaign menu and select Administration > API overviewOpt-in processes.

    Image: Opt-in ID

  4. Click Save.

Manual assignment of double opt-ins

If a double opt-in advertising permission via Optimizely Campaign has not been assigned – because it has multiple contacts or leads for the same email address, for example – you need to assign it manually. Perform the following steps:

  1. Open the DOI Stage Objects (Episerver Campaign) tab.

    Image: Unassigned double opt-ins

    The DOI Stage Objects (Episerver Campaign) window shows you the advertising permissions that were unable to be assigned automatically.

    Image: Unassigned advertising permissions

  2. To see detailed information about an advertising permission, click the unassigned advertising permission.
  3. To assign the advertising permission, click the downward-pointing triangle on the upper right.

    Image: Assign advertising permission

  4. Select Assign DOI manually in the drop-down list.

    Image: Manual assignment of the double opt-in

    Image: Manually assigning  double opt-ins window

  5. Under Select Contact or Lead, search for the person to whom you want to assign the double opt-in advertising permission.

    Image: Select contact or lead

  6. Click Assign DOI.

    Image: Assign double opt-in

Repeat the steps for every advertising permission that has not been assigned.

Check regularly whether marketing permissions are unable to be assigned and then assign them manually. This keeps your database updated at all times.