Terminus Integration

  • Updated

Connecting Terminus with Salesforce: https://support.terminus.com/hc/en-us/articles/1500011236202-The-Terminus-Insights-Package-for-Salesforce 

In Salesforce:

  • Campaigns > Create New
  • Campaign Name
    • Best practice is to name it “Sendoso-Terminus (Item or Purpose)” - for example Sendoso-Terminus Q4-2020 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
  • Use Terminus data to populate the Salesforce campaign!

In Sendoso:

  • Go to touches page: https://app.sendoso.com/touches
  • Create New Touch
  • Choose Send Type>Items to Send>Next Step
  • Enter Touch Name>Set Touch Type to “Triggered”>Choose Funding Source>Next Step
  • Choose Terminus>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
  • Finish touch creation

For additional training on the platform, we recommend checking out Sendoso University courses. These courses are designed to help you be as successful as possible using Sendoso.

For troubleshooting or answers to frequently asked questions, check out our Help Center. And, of course, should you run into any issues or if you have any questions, feel free to contact our Support Team!

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