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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. 

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.

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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 Sitecore Scheduled Task. This can be configured to fire as often as required but is typically constrained by 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 S4S Analytics package to be installed in Salesforce.

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

Create a marketing list in a Salesforce report or campaign1. Create a Salesforce Report or Campaign

This is the marketing list contacting the required email recipients.

2. Import the Campaign Members into Sitecore

Use S4S List Builder

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 to create a new

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Contact List in Sitecore.

3. Send out an Email the Data SourcesSelect one report or several campaigns with an Active status. Note the campaign list from Salesforce shows the number of contacts, leads and converted leadsDispatch the Emails with Sitecore EXM

Create a new Sitecore EXM campaign, attach the Sitecore Contact List and dispatch the emails to the recipients.

4. View the Summary Data

After selecting at least one item, users can click the next button and come to step 2. This allows users to edit the name of the Sitecore Contact List they are about to create and add a description. The "Total Size" field shows the count of members expected to be created in Sitecore if each Salesforce entity has the prerequisite data.

5. Import the List

Depending on the list size, the import processing time will vary.

After creating the new Sitecore contact list in xDB, users have the option to use the Sitecore List Manager to remove duplicates, filter members and create segmentationsRecipient Behavior in Salesforce

S4S EXM transparently pushes the recipient behavior to all Salesforce lead and contact records on a schedule. The up-to-the-minute behavior of an individual can also be requested from the Salesforce lead or contact record.

Installation

S4S List builder comes as standard Sitecore Package. Users can install it from

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