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Introduction

S4S EXM pushes Sitecore email engagement analytics and response information to Salesforce. The module requires packages to be installed in Sitecore and Salesforce. Please note the following. 

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IMPORTANT: S4S EXM requires Sitecore Email eXperience Manager (EXM) to be installed. S4S EXM uses S4S List Builder to import Salesforce reports and campaigns into Sitecore Contact Lists. These are the email recipient lists used by Sitecore EXM.

Sending bulk emails and tracking the recipient response behavior in Salesforce typically requires the following steps:

1. The primary push action is trigger by a a Sitecore Scheduled Task. This can be configured to fire as often as required but is typically constrained by API limits the number of available API calls (imposed by Salesforce).
2. The Sitecore xDB interactions associated with emails are pushed to the "Sitecore Email Campaign Messages" related list in Salesforce lead and/or contact records.
3. The Sitecore xDB interactions related to clickthroughs are pushed to the "Sitecore Analytics"  related lists in Salesforce lead and/or contact records. Visibility of clickthrough behavior requires the the S4S Analytics package  package to be installed in Salesforce.

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IMPORTANT: S4S EXM requires Sitecore Email eXperience Manager (EXM) to be installed.

S4S EXM uses S4S List Builder to import Salesforce reports and campaigns into Sitecore Contact Lists. These are the email recipient lists used by Sitecore EXM.

Usage

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Usage

The following outlines the entire process of sending mass emails:

1. The primary push action is trigger by a Sitecore Scheduled Task. This can be configured to fire as often as required but is typically constrained by API limits imposed by Salesforce.
2. The Sitecore xDB interactions associated with emails are pushed to the "Sitecore Email Campaign Messages" related list in Salesforce lead and/or contact records.
3. The Sitecore xDB interactions related to clickthroughs are pushed to the "Sitecore Analytics"  related lists in Salesforce lead and/or contact records. Visibility of clickthrough behavior requires the S4S Analytics package to be installed in Salesforce.

1. Create Salesforce Reports and Campaigns

• Campaigns: One or more active Salesforce campaigns, each comprising leads or contacts (or both), can be the data source for S4SLB
• Reports: Only one report can be used. It needs to have the following required fields:
  • Email address
  • First Name
  • Last Name
  • Email address

2. Open S4SLB from the Sitecore Launch Pad

3. Select Create a marketing list in a Salesforce report or campaign.

2. Import the Campaign Members into Sitecore

Use S4S List Builder to create a new Sitecore Contact List

3. Send out an Email the Data Sources

Select one report or several campaigns with an Active status. Note the campaign list from Salesforce shows the number of contacts, leads and converted leads.

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