From the Salesforce side, create a campaign within Salesforce.
- Campaigns > Create New
- Campaign Name
- Best practice is to name it “Sendoso-Demandbase (Item or Purpose)” - for example Sendoso-Demandbase Q2-2020 Cupcakes
- Active Checkbox - Checked
- Type: Direct Mail (or Sendoso/applicable campaign type)
- Status: In progress > Save Campaign
- Advanced Setup > Edit Campaign Member Statuses (Processing, Shipped, Delivered, Undeliverable) > Save
From the Sendoso side:
- Go to campaigns page: https://app.sendoso.com/manage/campaigns
- Create Campaign
- Choose Send Type>Items to Send>Next Step
- Enter Campaign Name>Set Campaign Type to “Triggered”>Choose Funding Source>Next Step
- Choose Demandbase>Next
- Setup Trigger>Trigger Based On “Member added to Salesforce Campaign”>Choose Campaign>Next
- Map Recipient Address Information for Leads and/or Contacts>Next
- Edit Template with Custom Message (Set up note that goes out with package)>Save
- Choose who will receive Send/Delivery Confirmations and Error Alerts>Next
- Choose the Campaign we want to track status updates/ROI tracking to (Same as trigger campaign) and map statuses
- Additional Salesforce Tracking>Map Total $ Spent on Campaign to Campaign Object - Actual Cost in Campaign>Next Step
- Select Finish
From the Demandbase Side:
- Identify a list of people who you’d like to take action with, check all that apply.
- Take Action > Salesforce Campaign > Choose “Sendoso-Demandbase Q2 2020 Cupcakes”
- OR set up rules to populate campaign https://docs.engagio.com/en/articles/409-add-to-salesforce-campaign