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Documentation Wiki > ExactTarget > Integrations > ExactTarget for Appexchange > How to Update Campaign Member Status Based on Links Clicked in Salesforce

How to Update Campaign Member Status Based on Links Clicked in Salesforce

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    This document contains conceptual and procedural information on updating a contact's campaign member status based on whether they clicked a link included in an email send.

    Prerequisites

    You must have a Salesforce instance integrated with your ExactTarget application in order to use the information contained in this document. You must also be a Salesforce administrator to set up the custom report, and you must be a Salesforce user group leader to create the email and link necessary to change the status.

    Why Use Clicked Links to Update Campaign Member Status

    When a subscriber clicks a link, it means that subscriber has taken action in your email campaign. This information can be critical in determining who next needs to contact this subscriber and with what information. By receiving these automatic status updates, you can use Salesforce and the ExactTarget application to best serve your interests and the customer's needs.

    How to Update Campaign Member Status Based on Links Clicked

    This procedure requires two steps for completion. You must build a custom report and use that report to import campaign member status information.

    How to Build a Custom Report Type

    The custom report type gathers the necessary information for Salesforce. Follow the instructions below to create your custom report type.

    NOTE: You must be a Salesforce administrator to complete this task.
    1. Log in to your Salesforce account and click Setup.
    2. Click Create and select Report Types.
    3. Create a new report type called "Contacts with Links Clicked." Configure that report type with the information below:
      • Set the Primary Objects dropdown menu to Contacts.
      • Enter Contact With Links Clicked in the Report Type Label field.
      • Enter Contact_With_Links_Clicked in the Report Type Name field.
      • Enter your description in the Description field.
      • Set the Report Type Category dropdown menu to Accounts & Contacts.
      • Click the Deployed radio button.
    4. Click Save.
    5. In the Object Relationships screen, configure the object relationships with the information below:
      • Box A - Contacts are the primary object
      • Box B - For Individual Email Results, click the Each A Record Must Have At Least One Related B Record radio button.
      • Box C - Set the dropdown menu to Link Details and click the Each B Record Must Have At Least One Related C Record radio button.
    6. Click Save.

    How to Create and Import the Campaign Member Status Report

    Follow the instructions below to create the link to be tracked and create and import the report with the campaign member status information.

    NOTE: You must be a Salesforce user group leader to complete this task.
    1. Create your email in the ExactTarget application, including the link you want to track. Give the link a name that describes the action taken by the click, such as "Registration."
    2. Click the Reports tab.
    3. Click Create New Custom Report.
    4. Create a new report in Salesforce with the information detailed below:
      • Choose Accounts & Contacts in the Select Category field
      • Select Contacts with Links Clicked in the Report Type field
    5. Click Create.
    6. Select All Contacts in the Show drop-down menu.
    7. Select Created Date in the Date Field drop-down menu.
    8. Enter your selected range and dates in the Range drop-down menu and date fields.
    9. Enter any filters you wish to include.
    10. Drag the ContactID checkbox under the Contacts heading in the Report columns.
    11. Click Run Report.
    12. If you wish to summarize the report on any details, choose that detail in the Summarize Information By drop-down menu.
    13. Click Export Details and save the file in a comma-separated value (CSV) format.
    14. Click Export and save the file.
    15. Click the Campaign tab in Salesforce and click the Campaign you want to use.
    16. Click Manage Members.
    17. Select Update & Add - Import File and navigate to the location where you saved the CSV file.
    18. Choose the member status you want those that clicked the link to receive in the Use This Default Member Status dropdown menu.
    19. Map Column ID to Record ID. Leave the Status dropdown menu alone and click Next. Ignore the warning message about the Status dropdown menu.
    20. Click Import Now.
    21. Click View Members at the campaign level verify the correct status by viewing the standard Campaign Call-Down report.

     

    This page was last updated by Ryan Williams on Tue, 06 Sep 2011 14:04:07 GMT.

    If you require assistance with the ExactTarget application, please contact Global Support. If you wish to send Ryan direct feedback, fill out the form below:

     

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