Salesforce Professional Quick Start Guide

Creating a Campaign in Salesforce

  1. Go to the 'Campaigns' tab.
  2. Click on 'New'.
  1. Give the campaign a name
  2. Click on 'Save'
  1. Select 'Manage Members'
  2. Choose ' Add Members - Search'.
  1. Select Contacts or Leads.
  2. Run a search using the drop down fields.
  3. Select 'Go'.
  4. Check all contacts to be added.
  5. Choose 'Add with status of sent'.  
  6. Click 'Back to Campaign'.

This example shows adding audience members by using a search within the campaign. It is also possible to run a report within SF to segment your audience members and then ‘add to campaign’.

Once you have set up your Campaign and Audience in CRM login to your Single Sign On (https://signon.communigator.co.uk/) and go into GatorMail

  1. Select the Tools Tab
  2. Go to Integration
  3. Select your campaign from the drop down list
  4. Click Upload
  1. Now select ‘Campaigns’ within the CommuniGator app where your campaign will be.
  2. You should now build the rest of the campaign in the usual way.
  1. Select the Type of Campaign you would like to use - Quick Campaign or Campaign
  2. Select the Campaign Strategy, what data is this campaign for?
  3. Click 'Use Campaign' to complete the set up

After Set Up you will be taken in to the campaign where you can add the rest of the details, creative and test before initiating

Results in CRM

Once you start getting opens and clicks for your email activities, these will populate in CRM and become visible. Whether looking at them in Gator or Salesforce you will be able to see how effective your email campaigns are for your marketing efforts.

  1. Go into the contacts tab
  2. Search the contact
  3. All CommuniGator Results are stored under 'CommuniGator Results'
  4. Including a live URL of the email creative
  1. Under the Reports Tab
  2. Click CommuniGator Reports
  3. We create a CommuniGator Results report on set up for you to run, including additional reports to view website visitors.