Documentation for SalesForce and Enthusem Integration

Transcription

1 Documentation for SalesForce and Enthusem Integration Presented by Enthusem Digital Marketing By Prospect Smarter, Inc. A video walkthrough can be viewed at enthusem.com/salesforce Enthusem Digital Marketing by Prospect Smarter, Inc.

2 Objective SalesForce users can send offline to online marketing campaigns using Enthusem and trigger follow up activity instantly in SalesForce when leads respond.

3 How it Works MAILER SENT VIA SF LEAD ENTERS CODE WATCHES VIDEO WATCH YOUR VIDEO enthusem.codes/advisor Access Code ABC123 Please visit enthusem.com/advisor and enter your access code shown above. Bob, Best, Jim Advisor LEARN New Purchase Refinance REFER MEET Have a friend or family member that might benefit from financial planning? Let s schedule a time for a call. Let me know what time works best! Personal Loan Business Loan STATUS UPDATED

4 Administrator Setup - Add Custom Button/Link ADD CUSTOM BUTTON OR LINK In order to send Enthusem cards from SalesForce, an administrator has to setup either a Custom Button or Link. From Setup Choose Customize>Leads>Buttons, Links and Actions Click New Button or Link Enter a Label and a Name Choose Detail Page Link or Button Enter the following URL into the box firstname={!lead.firstname}&lastname={! Lead.LastName}&company={! Lead.Company}&address1={!Lead.Street} &city={!lead.city}&state={!lead.state} &zip={!lead.postalcode}&externalid={! Lead.Id}&phone={!Lead.Phone}&title={! Lead.Title} Click Save Note: if you wish to use the Lightning Experience, you must use the Custom Link option.

5 Administrator Setup - Add to Layout ADD TO LAYOUT Next, we ll add the Custom Link or Button to the Lead Layout. From Setup Customize>Leads>Page Layouts Click Edit next to the layout Click Buttons Click and drag the button into the Custom Buttons section on the lead layout. Click Save

6 Administrator Setup - Connect Accounts CONNECT ACCOUNTS This step enables the lead status to update in SalesForce when a lead responds with their Enthusem access code. Log into your Enthusem account (must be an administrator). 1.Go to Menu>Integrations>SalesForce and click the edit icon. 2.Click Validate Credentials. This will bring you to SalesForce to login and allow Enthusem access to your SalesForce account. 3.Click Validate Credentials to pull a list of your lead statuses from SalesForce into the Existing Statuses box. 4.A lead status will only be updated if the current status is selected in the Existing Status box. Choose the statuses* you d like to include. 5.Select the status from the Update Status dropdown box that you would like the lead updated to upon response (Responded to Enthusem) 6.Click Save + Enable Note: you can disconnect the integration at any time by clicking the Disable button.

7 Marketing Process - Send Card SEND CARDS FROM SALESFORCE In this step, you will choose a lead from SalesForce and send a card via Enthusem. Navigate to a lead in SalesForce. Click the Send Enthusem button you previously created. Notice all contact info (including the SalesForce LeadId) is carried over to Enthusem. Complete your mailer by selecting an image, message and attachment.

8 Marketing Process - Recipient Experience MAILER SENT LEAD ENTERS CODE WATCHES VIDEO WATCH YOUR VIDEO enthusem.codes/advisor Access Code ABC123 Bob, Best, Jim Advisor bob@advisor.com Please visit enthusem.com/advisor and enter your access code shown above. LEARN New Purchase Refinance REFER MEET Have a friend or family member that might benefit from financial planning? Let s schedule a time for a call. Let me know what time works best! Personal Loan Business Loan

9 Marketing Process - Status Updated SEND CARDS FROM SALESFORCE This step essentially passes the lead over to the Sales process where further SalesForce activities and updates can occur. Lead Status has been updated to the status you chose in configuration. You can use SalesForce Workflow Rules or Processes to trigger further events to ensure timely follow up: Automatic Outbound Dial Create Tasks Add to Call List

10 10 About Enthusem Digital Marketing The Enthusem offices are located in Tampa with a beautiful view of Tampa Bay to help fuel our creativity and just a quick five minute drive from Tampa International Airport. Address Website 2502 N Rocky Point Dr. #500 Tampa FL enthusem.com support@enthusem.com Phone Fax Facebook facebook.com/enthusem