Sending Emails with the ExactTarget for AppExchange Integration

Numbers in Personalization Substitution Strings

If the email includes a numeric personalization substitution string, the ExactTarget application follows these rules in displaying the number in the email:

• You can use AMPscript to format numbers in the substitution string
• The ExactTarget application displays negative numbers with the minus symbol, not with parentheses.
• The ExactTarget application does not use a separator in numbers, i.e. 10000 is displayed rather than 10,000
• The ExactTarget application strips trailing zeroes past the decimal point, i.e. if the Lead or Contact field contains 98.900, the email displays 98.9

Record Data in Personalization Substitution Strings

If a Lead receives an email from you and is converted into a Contact after the email has been sent, any personalization substitution strings in the email will still display data from the Lead record, not the Contact record, even if the recipient opens the email after having been converted into a Contact.

Email Content Format

All emails to your Salesforce Leads and Contacts are sent as multi-part MIME messages. If a recipient's email server refused the HTML version of the email, the recipient will still receive the text version. Contact your ExactTarget representative if you'd like more information.

Send Classifications

Emails sent through the Salesforce instance with a transactional send classification ignore list- and account-level unsubscription requests.

Transactional sends do not require profile center and unsubscription links. Commercial sends require these links, and the email validation process returns an error for commercial sends without these links, which prevents you from sending the email. However, transactional send-specific validation allows transactional emails to go out without those links being present in the email message.

De-duplication of Email Sends in the ExactTarget for AppExchange Integration

The ExactTarget application automatically de-duplicates email messages sent to Salesforce Reports or Campaigns via a guided send in ExactTarget or user-initiated send from Salesforce. Each email address will only get one message as part of the send to a Salesforce Report or Campaign. ExactTarget can disable the de-duplication feature for Salesforce if necessary. Contact your ExactTarget representative if you have any questions regarding this feature.

If you send a user-initiated email to a data extension through the ExactTarget application interface, you can click the De-duplicate by email address checkbox under the Data Extension Audience Options heading to prevent sending duplicate messages to the same email address.

NOTE: Your account must be configured to use data extensions in conjunction with mass sends to Salesforce records from within the ExactTarget application. Please contact your ExactTarget representative for more information.

Valid Characters in the From Name

You cannot use a vertical delimiter (pipe) as a valid character in your Salesforce send's From name.

Canceling a Send

You must cancel any sends from the Salesforce application in the ExactTarget application. If that send involves a user-initiated interaction inside a program, you must cancel the program.

Sends to a Salesforce Report

If you are sending to a Salesforce Report, ExactTarget recommends that you include Lead Owner or Contact Owner as part of your criteria.  This will ensure the email will only be sent to the specific records you or a designated user owns.

All sends conducted to a Salesforce report via the ExactTarget application MUST include contactID or leadID in the fields pulled back into the report in order to conduct a successful send. Otherwise, the send fails without notice.

Excluded Campaigns and Reports

Leads or Contacts that appear on the excluded Report or Campaign will not receive the send, even if they also appear on the Report or Campaign you send to. To use this functionality, you must launch the email from within ExactTarget or from the ExactTarget tab in Salesforce.

Security Settings

Depending on how your Salesforce and ExactTarget user security records are set up, it is possible that the list of Leads and Contacts who receive the email is not the same list that you see when you view the Campaign members or run the Report. When configuring the ExactTarget for AppExchange integration, your administrator set up a Salesforce login for the ExactTarget application to use when it retrieves information from and posts information to your Salesforce database. When sending an email to a Campaign or a Report, the ExactTarget application uses this login (not yours) to retrieve the appropriate set of records.  If this login's record access rights differ from yours, it may find more or fewer Leads/Contacts. The list that the ExactTarget application retrieves with its login is the list that will receive the email.