This topic is for administrators and developers with administration access rights in Salesforce.
This topic describes how to automatically import the response data of your recipients (openings, clicks, unsubscribes, bounces, and direct replies) to Salesforce.
After sending a campaign, you need to enable synchronization of the response data by starting the data exchange. Once you have enabled synchronization, you will be able to view the response data and use it for additional marketing activities.
If you have set up at least one client in Salesforce (see Configuring advertising permissions), start the data exchange between Salesforce and Optimizely Campaign. Perform the following steps:
- Log in to Salesforce CRM.
- Open the Administration (Episerver Campaign) tab.
The Administration (Episerver Campaign) window opens.
- Under Response data synchronization > Scheduler control, click Start scheduler.
The Start scheduler button will be grayed-out when data synchronization is enabled. In addition, the icon next to Response Data Sync Scheduler will light up green.
Click Stop scheduler to interrupt synchronization of the deleted data sets. This may be necessary, such as if the configuration is faulty and you need to correct it.
Click Start data synchronization under Synchronize manually to perform (one-time) manual data synchronization. A manual start lets you limit the period of access between Salesforce and Optimizely Campaign in the log files, thereby helping to diagnose any errors.
After an mailing has been sent, the Salesforce add-on automatically imports the response data from your contacts and leads to your CRM. The detail pages of the CRM campaigns, campaign members, and contacts/leads provide you with access to the following data:
- Dispatch status of the mailing
- Direct replies
The response data of your contacts/leads is not transferred to Salesforce in real time. This data import may be delayed by several hours.