Limiting a Campaign by Salesforce Criteria

  • Updated

You can set up advanced Salesforce validation rules for situations where you only want the Campaign to show up or not show to senders based on Salesforce Lead/Contact/Account/Opportunity data. Note this only applies to sends submitted via Salesforce. 

For example, you may only want the sales team to be able to send a Premium Finance Industry eBook to Leads that have the Industry field = Finance. Or you may only want to send an expensive swag kit to existing customers. There are a lot of use cases and we can help you identify and set up advanced touch settings. 

Create a new Campaign and then click on +Additional Details:

After syncing Salesforce you can then decide if you want the Campaign to ONLY display or DO NOT display:

Next, select which Salesforce Object you want to set the validation criteria on:

After selecting the object, you'll specify which field you want Sendoso to look at (ie. Industry)

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You can also include Logic like AND and OR to have even more advanced Salesforce validation rules.

Additional Best Practices: 

You cannot use commas in the Input Field (i.e. "prospect, customer")

Let us know if you have any questions or need help!

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