SFDC Campaign Sync for Email Blast and Webinars | Community
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Amy_Goldfine
Amy_Goldfine
Level 9
June 20, 2017
Question

SFDC Campaign Sync for Email Blast and Webinars

  • June 20, 2017
  • 1 reply
  • 1857 views

I haven't used the SFDC Campaign Sync feature very much (I usually just do it with Smart Campaigns). I have a question about how it works with Email Blast (mailbox) programs. Does it sync the people with status "Sent"? Or just "Opened" and "Clicked"? We don't necessarily want to include the "Sent" people in the SFDC campaign.  Similarly, we don't want everyone who is "Invited" to a webinar to be included in the SFDC campaign, just "Registered" and then "Attended" or "No-Show."

Can this be accomplished with the Salesforce Campaign Sync feature, or do we need to continue to use Smart Campaigns?

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
June 20, 2017

You mean auto sync the Program to the SFDC Campaign Sync?

If you do not do this, then you can use Smart Campaigns with flow steps. Well documented.

If you do do this, then yes, Marketo will create the matching Member Status in SFDC....BUT you do need smart campaigns to assign the Status when the Open or Click occurs.

Amy_Goldfine
Amy_GoldfineAuthor
Level 9
June 20, 2017

Yes, I mean the auto-sync that's set at the program level. So if I set it up like this, Sync an SFDC Campaign with a Program - Marketo Docs - Product Docs , it will push over "Sent"? What about webinar invitees?

Amy GoldfineMarketo Champion & Adobe Community Advisor
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