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. |
Sending bulk emails and tracking the recipient response behavior in Salesforce typically requires the following steps:
- 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).
- The Sitecore xDB interactions associated with emails are pushed to the "Sitecore Email Campaign Messages" related list in Salesforce lead and/or contact records.
- 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:
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