Published — v. 25

Salesforce connector: creating a campaign

Owned by Former user (Deleted)
Last updated: Aug 23, 2023 by Product team
7 min read

Aug 23, 2023 The MailUp for Salesforce connector for MailUp is no longer available

Create a new campaign

Let's start our campaign by creating a new one from the top-left drop-down Create new:



In this page you will be required to insert a few pieces of information: 

  • Campaign name

  • Type: email

  • Active: yes

  • Status

  • Start and end dates



Warning

You should not insert any information in the MailUp section, these will be compiled by the tool itself with the statistics of the sent item. 

Add members to your campaign

You will then need to add members to your campaign by clicking on the Manage Members button.

You will be able to select your campaign members using Salesforce filters.

Tip

You can also add campaign members from other reports you might be running in Salesforce, at any time.

After identifying the contacts you want to add to the campaign:

  • Click on Add with status 

  • Set it to Sent

  • You will see these contacts at the bottom of your campaign page in the section Campaign Members:

Export campaign members to MailUp

Buttons and actions

You can now export your campaign members to your MailUp account by clicking on the MailUp button on the top of your page.

The data will be "pushed" to the List within your MailUp account that you have specified in the Configuration.

Here is a description of the buttons that you will find on this page, and what they do:

Button

Action

Export members to MailUp

Pushes the contacts to MailUp, assigning them to a Group named after the Salesforce campaign

The data included in any mapped fields is exported to MailUp.

Contacts are pushed in batches of 700 recipients, details are available in Recipients > Import > Import status

Import statistics in Salesforce

Imports campaign statistics from MailUp to Salesforce

Create message from template

Creates a new message in MailUp using custom templates created with the WYSIWYG HTML editor.

This is needed to associate the message in MailUp with the Campaign in Salesforce. You will edit and send the messages from MailUp so that you can leverage all of its features.

A note will automatically be added to the message similar to the following "<MESSAGE ID> - Message generated from Salesforce campaign <CAMPAIGN ID> <DATE DD/MM/YYYY TIME>"

Create empty message

Creates a new, empty message in MailUp (i.e. a message not generated from a template).

This is needed to associate the ID of the message in MailUp with the Campaign in Salesforce. You will edit and send the messages from MailUp so that you can leverage all of its features.

Choose this option if you want to create the message from scratch using the WYSIWYG HTML editor in MailUp, or if you want to copy and paste your own HTML.

A note will automatically be added to the message similar to the following "<MESSAGE ID> - Message generated from Salesforce campaign <CAMPAIGN ID> <DATE DD/MM/YYYY TIME>"

Refresh message preview

Allows you to see the latest version of the message, retrieved from MailUp, without having to log into your MailUp account.

This is useful if - down the road - you want to see what email message was associated with this Campaign.

View report

Allows you to view campaign statistics directly in Salesforce, without having to log into your MailUp account. (These statistics are not the same as the statistics that get imported into Salesforce. These are higher level statistics and are static.)

For even more high-level campaign statistics, log into your MailUp account and visit the Statistics section in the navigation.

What happens after exporting to MailUp

Now log into your MailUp account.

  • Under Recipients > Groups you will find a new Group of recipients with the name of the campaign. Note: if a recipient already existed in MailUp prior to this campaign:

    • The recipient will be assigned to this new Group. The recipient remains assigned to any other group it had already been assigned to

    • The recipient's profile will be updated with the latest information coming from Salesforce. This applies to the data contained in the fields that have been mapped between Salesforce and MailUp in the configuration.

  • Under Messages > Email > Saved  you will find the message that you have associated with this Campaign after creating the empty message from Salesforce (see Create empty message or Create message from template in the table above)

Create a new message

Ready to create a new message? First, you must create a message in Salesforce which links to MailUp: in Salesforce on your campaign page, choose if you want to use a MailUp design (Create message from Template) or prefer an empty message (Create Empty message.)

As mentioned above, this step is needed to associate the message that will be sent from MailUp with the Campaign that has been created in Salesforce.

Now, to find the message in MailUp, log into your MailUp account and go to your saved emails:

  • The message is named after the Salesforce Campaign 

  • Campaign details are saved to the message Notes.

  • The message is not edited and/or sent from Salesforce, but rather must be sent directly from MailUp. This is because MailUp contains all the advanced features that you need to create, test, and execute a professional email marketing campaign.

 
Modify your message and see the changes in Salesforce

Whenever you change the message in your MailUp console you will be able to see it in Salesforce by clicking Refresh message preview, or simply by refreshing your browser.

This ensures that you are always one click away from seeing exactly the content that has been sent (or will be sent) to your campaign members.

Send your message from MailUp

If you are ready to go, send the message from MailUp and select your previously created Group in the Select recipients page.

Sync your statistics

After sending the message, you should easily import your statistics in Salesforce with the button Import statistics in Salesforce and you will be able to see the data in the campaign page in the MailUp section: 

And in the campaign members details page:

If a user unsubscribes in MailUp, the Email Opt-out field in your contact or lead page will be automatically checked.

Statistics can be updated on demand with the Import Statistics function or by scheduling the statistic synchronization (See Schedule Task).



Check your results

After sending your email, you will notice a new button View report in the MailUp section of your campaign



Leverage your data

The data that you imported are visible in each campaign member field and can be used to run a report in Salesforce and to create further campaigns.