Automations: Setting up a Salesforce Automated Campaign in Sendoso

Introduction

Leveraging Salesforce, we can automate the sending process to make gifting even easier! This can be done by having Leads/Contacts added to a campaign, or based on a field being updated within Salesforce.

Be sure to first sync your Salesforce instance by following the directions in this article before moving forward.

To set up an automated campaign, we first have to create a Campaign. Head to the Campaigns tab at the top of Sendoso, then click the orange Create Campaign button on the right-hand side.

Follow the prompts to set up your Sendoso Campaign, and at the end, you’ll see an option to Activate and add Automation.

*If these buttons are grayed out, this means your campaign is already active and you’ll need to proceed to the Adding an Automation to an existing campaign section of this article. 

Setting up an Automated Campaign

Once you click Activate & Add Automation, you’ll be asked to choose which integration to configure the automation with. Choose Salesforce.

After selecting Salesforce, you'll have to choose how you want to trigger the send. You can select New Campaign Member, or Field Logic.

1. New Campaign Member: Leads/Contacts added to the specified campaign will trigger Sendoso to send them a gift.
2. Field Logic: Selecting this trigger method will tell Sendoso to send a gift once the specified field(s) have been updated.

New Campaign Member

If you select this Automation Type, Leads/Contacts added to the specified campaign will trigger Sendoso to send them a gift.

First, select which campaign in Salesforce you want to automate off of. Then you’ll select the status that triggers Sendoso. Keep in mind that a Lead/Contact can be added to the campaign, but if the status doesn't match what you select here, it will not trigger Sendoso.

After that, you will see an optional checkbox: Only check this box if there are existing contacts/leads in your campaign that meet the criteria that you want to trigger a gift to.

Here you can select whether or not you want to trigger to Leads, Contacts, or both!

Select the checkbox(es) that apply for this automation. If you’d like to edit the default mapping, click the links to expand to show all of the fields. 

You can also setup these default settings at the global level in the Salesforce Integrations Settings page. Click here to learn more.     

Once you’ve mapped these fields, click Save & Continue.

Field Logic

Selecting this trigger method will tell Sendoso to send a gift once the specified field(s) have been updated.

Click Edit Automation Logic to begin.

There are four drop-downs you have to update:

Salesforce Object: This is the object in Salesforce we want to trigger off of. You can choose Contact, Lead, or Opportunity. You can NOT choose multiple objects when building the logic.

Trigger Field: The field you want Sendoso to check for an update.

Operator: The operator is based on the field type. 

Input Field: This is the "update" Sendoso is looking for on the specified field

Logic: Select AND or OR if you’d like to build more complex triggers

Here’s an example of triggering off of intent data:

If you are going to use a Date/Time field, the format is as follows: YYYY-MM-DDT00:00:00+00:00

Templates & Notifications

If the gift you are sending includes the ability to send a personalized message, you'll see text to Edit template with a custom message. 

At the top, you can switch between Lead and Contact to edit the templates.

You can select Insert Salesforce Field Variable to pull fields from SFDC when constructing these templates.

Then, you will specify who receives the delivery email alerts and who receives the errors if a trigger fails. You can choose yourself, enter in an email, the Contact/Lead Owner, or the Account Owner.

Click Save & Continue at the top to move on to the next step.

On the Summary page, you’ll review everything configured in the Automation before you can click Save & Activate.

Adding an Automation to an Existing Campaign

If you would like to create an automation from an existing Sendoso campaign, follow the steps below:

Click Automations under the Configure drop-down menu.

From there, click the + Create Automation button in the top right corner. Once you click that button, your page will refresh with a list of Sendoso campaigns you can choose from. Click the checkbox next to the campaign you’d like to automate and click Next.

On the next page, you’ll choose which integration you’d like to use to automate this campaign. Click Save &

Continue to go through the remaining steps.

Best Practices

Here are some best practices for setting up Automated Campaigns:

Require Approval: This will enable you to add an extra layer of safety for triggered sends. Read more about our required approval feature here. 

Campaign Funding Source: We recommend all automated campaigns pull from 1 dedicated funding source to avoid any confusion or issues with funding automated sends. Choose which Funding Source to pull funds from when the Sendoso Campaign is configured.

Check out our Resources: Connect with your Success Resource for some best practices and use cases for automated sending. Additionally, check out these digital resources:

• Playbook: Build Prospect and Customer Relationships Using Sendoso & Salesforce
• Webinar: Salesforce Integration Workshop

FAQs

I turned off Address Confirmation. Why are my recipients still receiving the Address Confirmation email?

If the Sendoso campaign has more than one gift (recipients can choose their gift from multiple options), then the Address Confirmation step will be automatically included in the email outreach asking the recipient to choose their gift.

If the Sendoso campaign only contains one gift, there will be the option to turn off Address Confirmation emails. Learn how to configure your global address confirmation settings here.

What is the correct format for triggered sends that reference date and time?

The format is as follows: YYYY-MM-DDT00:00:00+00:00

• Example: you want to trigger a gift to be sent for opportunities closed after 1/1/2026 you would add 2026-01-01T00:00:00+00:00

When I did a test send, why did the automation include my name and signature in the email and on the landing page?

This is because you will want to change your ‘Send As’ Settings in your Sendoso User settings to come from ‘Myself’. You will also want to look at the theme you are using in the campaign and make sure the theme setup doesn’t include a signature on the landing page.

I created an automation but nothing has triggered yet - what happened? 

Double check the ‘Contact’ and ‘Lead’ field mappings within the automation. A lot of customers forget to map required fields like ‘First name’, ‘Last Name’ & ‘Email address’ which causes the integration to not be able to trigger.

Also, check out the Trigger Errors page if your mappings are set up correctly. On this Trigger Errors page you will see if any sends were successfully triggered or if there were errors. 

Which Operators work for which SFDC Field types?

Below are guidelines on which Operators work for which SFDC Field types. 

Additional Resources

• How to build a custom field in SFDC
• How to build SFDC Flows
• How to enroll Leads and Contacts in a SFDC Campaign
• How to Add Campaign Members with Manage Members