Email campaigns to be sent through Maropost for Marketing can be created entirely within the Salesforce Classic user interface. Use Salesforce Campaigns and Salesforce Reports to define the target audience of your email campaign. This section includes the following key items:
- Create and Schedule an Email Campaign
- Email Campaign Reports
Create and Schedule an Email Campaign
When you create and schedule an email campaign in the Salesforce user interface, it will immediately appear within Maropost as a scheduled, Priority Send campaign. On the scheduled date/time, Maropost for Marketing will retrieve the latest targeted audience from Salesforce.
Within the Salesforce Classic user interface, click on the 'Maropost Campaigns' menu tab then click the [New] button to display the 'New Maropost Campaign' screen.
The information for the Mailing Address section defaults to that of your Salesforce organization. You can change it here for the email campaign.
Click [Save] to save the email campaign. You'll immediately see the email campaign displayed in View mode so that you can proceed to the next step.
Click the 'Select Content' link in the 'Content/Brand Information' section of the screen. A new page will appear showing you 1000 of the most recently created email content sorted in alphabetical order for you to choose from.
Click [Save] to return to the original screen. You'll note that your campaign is now in DRAFT mode. At this point, the Maropost campaign only exists in your Salesforce organization. It has not yet been created within Maropost for Marketing.
Scroll down to the 'Salesforce Campaign List Builder' section to add a Salesforce campaign and/or a Salesforce report as the targeted audience for your email campaign. Click the (+) icon to search and add the campaign or report.
You can add any combination of Salesforce Campaigns and Salesforce Reports to define your target audience - including which campaigns and reports to use for inclusion and which to use for exclusion.
You can remove your selection by clicking the (X) icon.
Scroll back up to the 'Email Message Information' section of the screen.
Click the 'Schedule Campaign' link for the Campaign Action. After the screen refreshes, you'll see that the Campaign Status has changed from 'Draft' to 'Scheduled', and that the Campaign Action link has changed to 'Cancel Campaign.'
The campaign now appears in Maropost as a scheduled campaign.
When you look at the campaign details, you'll see that each Salesforce campaign and Salesforce report that you've selected for inclusion are listed separately as Lists. Each campaign and report that you've selected for exclusion are listed separately as Suppressed Lists.
The count of contacts will show '0' contacts because the campaign hasn't yet been sent. At send time, Maropost for Marketing will make an API call to your Salesforce organization to transfer over the selected Leads and Contacts. That is when the true count of the lists will be displayed.
Regardless of whether the record is a Lead or a Contact in Salesforce, it will always map to a Contact record in Maropost for Marketing.
Editing a Scheduled Campaign
You can make any changes you want to a Maropost Campaign until 15 minutes before the scheduled send time. To make changes to the campaign, you will first need to Cancel it, and then Reschedule it.
View the campaign's detail screen and click the 'Cancel Campaign' link for the Campaign Action. After the screen refreshes, you'll see that the Campaign Status has changed to 'Canceled,' and that the Campaign Action link has changed to 'Reschedule Campaign.'
If you look in Maropost for that same campaign, you'll see that its status is now changed to 'Draft.' This safeguard is in place to prevent a campaign from being sent before you've had the chance to complete your changes.
Once you've made your changes, click the 'Reschedule Campaign' link for the Campaign Action. After the screen refreshes, you'll see that the Campaign Status has changed back to 'Scheduled,' and that the Campaign Action link has changed to 'Cancel Campaign.'
If you look in Maropost for that same campaign, you'll see that its status is now changed to 'Scheduled.'
Email Campaign Reports
Consolidated email campaign delivery and response metrics will appear in the Email Message Statistics section of the Maropost campaign. Maropost for Marketing refreshes all email campaign summary metrics every 10 minutes.