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 they've taken action in your email campaign. This information can be critical in determining who next needs to contact this subscriber and with what information that subscriber is interested in. 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.
- Log in to your Salesforce account and click Setup.
- Click Create and select Report Types.
- 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.
- Click Save.
- 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.
- 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.
- 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."
- Click Create New Custom Report.
- Create a new report in Salesforce with the information detailed below:
- Choose Accounts & Contacts in the Select The Type of Data You Wish To Report On dropdown menu
- Select Contacts with Links Clicked in the next dropdown menu
- Click Next.
- In the Select Report Columns screen, check the following boxes:
- Check the ContactID checkbox under the Contacts heading in the Report columns
- Select your report criteria, including All Active Contacts and a data range for the created date that includes all contacts
- Click Next.
- Select the summary fields you want to include and click Next.
- Order the columns and click Next.
- Enter any filters you want include.
- Click Export Details and save the file in a comma-separated value (CSV) format.
- Click Export and save the file.
- Click the Campaign tab in Salesforce and click the Campaign you want to use.
- Select Manage Members.
- Click Update Status - Import File.
- Select Update & Add Campaign Members and navigate to the location where you saved the CSV file.
- Choose the member status you want those that clicked the link to receive in the Use This Default Member Status dropdown menu.
- Map Column ID to Record ID. Leave the Status dropdown menu alone and click Next. Ignore the warning message about the Status dropdown menu.
- Click Import Now.
- Click View Members at the campaign level verify the correct status by viewing the standard Campaign Call-Down report.
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