...
In this page you will be required to insert a few pieces of information:
- Campaign name
- Type: email
- Active: yes
- Status
- Start and end dates
...
You will be able to select your campaign members by using the Salesforce filters.
| Tip | ||
|---|---|---|
| ||
You can also add campaign members from other reports you might be running in Salesforce, at any time. |
After identifying the contacts you want to add to the campaign:
...
Button | Action |
Export members to MailUp | Pushes the contacts to MailUp, assigning them to a Group named after the Salesforce campaign The data included in any mapped fields is exported to MailUp. |
Import statistics in Salesforce | Imports campaign statistics from MailUp to Salesforce |
Create message from template | Creates a new message in MailUp , using one of the 400+ available templatesusing custom templates created with the WYSIWYG HTML editor. This is needed to associate the message in MailUp with the Campaign in Salesforce. You will edit and send the messages from MailUp so that you can leverage all of its features. A note will automatically be added to the message similar to the following "<MESSAGE ID> - Message generated from Salesforce campaign <CAMPAIGN ID> <DATE DD/MM/YYYY TIME>" |
Create empty message | Creates a new, empty message in MailUp (i.e. a message not generated from a template). This is needed to associate the ID of the message in MailUp with the Campaign in Salesforce. You will edit and send the messages from MailUp so that you can leverage all of its features. Choose this option if you want to create the message from scratch using the message WYSIWYG HTML editor in MailUp, or if you want to copy and paste your own HTML. A note will automatically be added to the message similar to the following "<MESSAGE ID> - Message generated from Salesforce campaign <CAMPAIGN ID> <DATE DD/MM/YYYY TIME>" |
Refresh message preview | Allows you to see the latest version of the message, retrieved from MailUp, without having to log into your MailUp account. This is useful if - down the road - you want to see what email message was associated with this Campaign. |
View report | Allows you to view campaign statistics directly in Salesforce, without having to log into your MailUp account. (These statistics are not the same as the statistics that get imported into Salesforce. These are higher level statistics and are static.) For even more high level campaign statistics, log into your MailUp account and visit the Statistics section in the navigation. |
...
After sending your email you will notice a new button on the Salesforce page of your campaign. Click on MailUp: View report. The pop up it opens is the copy of your MailUp Summary report.
| Note |
|---|
The pop-up may be empty because your browser is preventing a script from running. Just authorize the script to see the statistics. |
Synch your statistics
A couple of days after After sending the message, you should easily import your statistic statistics in Salesforce with the button Import statistics in Salesforce and you will be able to see the data in the campaign page in the MailUp section:
...