Help Center

Are you running into Storage issues on Salesforce?

Are you running into Storage issues on Salesforce?  Make sure you are on Marketing List Package Version 1.38 today!

You have 2 options to accomplish this:

  1. Update to the new Marketing List package 1.38 (Best practice)
  2. Uninstall the package and update to Marketing List package 1.38

OPTION 1:

To solve storage usage issues without having to recreate your Marketing Lists in Salesforce, best practice is to delete the unneeded records using Salesforce data loader so you do not need to uninstall the package (Option 2 above). Just update to the new package 1.38

  • So the steps would be:
    1. Update to the new Marketing List package 1.38. You can directly go here to install it
    2. Delete "Campaign Member history" records using Salesforce Data Loader
    The new 1.38 package makes sure that Campaign Member History is populated only if "Campaign as List" feature is selected in Step 1 of a Sync Profile.

Salesforce data loader usage to delete records:
https://www.shellblack.com/data/deleting-records-using-the-data-loader/

OPTION 2:

  • To check your installed current version, click menu Setup > Installed Packages
  • If you see that it is not the newest 1.38, uninstall the package first so it will delete all data including cazoomi_Campaign_Member_History_c
  • Install version 1.38. You can directly go here to install it

Note:  Be sure to check "Do not save a copy of this package's data after uninstall" option when uninstalling the package?

Please see screenshot below:

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If you didn't check that option, you will need to wait 48 hours before Salesforce permanently removes the package data.

 

 

Automatically remove a record from your Marketing Automation solution

Does this scenario sound familiar? 

Your marketing team needs to make sure that when Sales removes a record in CRM from a Tag, Tearsheet, Saved Search, Marketing List, List View or Campaign, it is removed from the List in Constant Contact, Drip, Klaviyo, Act-On or Mailchimp Audience and/or Group.

Enter the Full Sync Add-On.

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This feature allows you to automate your workflow around cleaning up your Marketing Automation Lists/Tags/Groups easily. You can scale your growth and spend less time on repetitive tasks using it.

Full sync depends on list/segmentation functionality, so it will be processed for these scenarios:

  • CRM or eCommerce Segmentation: List, Campaign, Tag, Tearsheet, etc. in Step 1 of your integration.
  • SyncApps Segmentation: Filtering + Segmentation feature in Step 5 of your integration.

This Add-On is applicable to CRM and eCommerce platforms using segmentation to control data flow.

Grab our Full Sync from your Add-Ons tab inside SyncApps to get started.  Full Sync is available on our Paid Plans and also available to try out on our Free Trial!

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Once you purchase the Add-On, you can set up your Full Sync schedule, and Contacts or Leads removal from CRM list(s), eCommerce Segmentation(s) will be removed from matched Act-On/Constant Contact/Infusionsoft by Keap/Mailchimp/VerticalResponse List(s)/Tag(s)/Group(s) during a Full Sync.

Please also note that "Full Sync" and "Reset Sync Profile daily" features should not be used together.

Currently, Full Sync is only available to set up in Step 3 of your Sync Profile when the following segmentation methods are selected in your Sync Profile:

  • Zoho Campaigns
  • Zoho List Views
  • NetSuite Saved Searches
  • Bullhorn Tearsheets
  • Highrise Tags
  • Salesforce Campaigns
  • Dynamics CRM Marketing Lists
  • SugarCRM Target Lists
  • SuiteCRM Target Lists 

For Salesforce integrations, Full Sync is only available/applicable under the following conditions:

  1. Will work if Campaign as List Sync is enabled in Step 1 but only if Cazoomi Marketing List package is not installed.
  2. Will work if no Marketing List mode is enabled in Step 1 but Segmentation is enabled in Step 5.
  3. Will not work with Cazoomi Marketing List package.
  4. Will work with Checkbox Field Segmentation Add-On.

Note:  If Campaign as List Sync is enabled in Step 1 and Cazoomi Marketing List package is also installed on your CRM, please first uninstall the Marketing List package from CRM for the Full Sync feature to work correctly.

To automatically remove records from your Marketing Automation solution, when they are no longer a part of any synced CRM Marketing List, subscribing to our Full Sync Add-On is a great solution as it is the only way to automatically remove a CRM member from a synced external Constant Contact List, Mailchimp Group, and others.

Using Filtering and Segmentation with Full Sync?

Mailchimp Limitations:

The Full Sync Add-On will not remove a record from a Mailchimp Group if it does not match the filter in Step 5, unless using a segmentation method in Step 1 or "Enable Segmentation" feature in Step 5 of your integration.

Example Segmentation Method in Step 1:

Sync Salesforce Campaign/List Members to Mailchimp Group

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Example Segmentation Method in Step 5:

If you want to sync all Contacts in Step 1 and just filter against your entire database, yet, still remove records from a Mailchimp Group, be sure to enable the segmentation feature on filtering in Step 5. Each "Segment Name" will be synced to a Mailchimp Group.

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Please note:  The Full Sync Add-On is needed to remove a record from a Mailchimp Group if it does not match your Filter & Segmentation criteria set up in Step 5 of your Sync Profile.

If you would like to remove a record from a Mailchimp List each time the Full Sync Add-On runs, please enable this feature in Step 2 of your integration.

If you enable segmentation on filtering in Step 5, use the Full Sync Add-On, and if contact or lead is no longer part of a segment, SyncApps will remove the contact from the Mailchimp Group.

Full Sync Add-On for NetSuite to Act-On or our other marketing automation integrations?

Need to test our Full Sync Add-On for NetSuite to Act-On? See our guide/use case below to help you get an idea on how to do it:

1. Create a NetSuite Saved Search named "Customization Test" and let’s say it was initially 5 entries. Create an Act-On Marketing List named "Customization_Test" and set the NetSuite Saved Search to sync with that Act-On List. After which, press Sync and all 5 expected entries will be synced in the Act-On list.

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2. Remove 1 entry in the NetSuite Saved Search and then next, trial or purchase the Full Sync Add-On from the Add-On tab inside your dashboard.

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Once Full Sync is enabled, the Full Sync option will appear in Step 3.

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Note: Full Syncing will remove Records(s) from Act-On if the Record(s) is no longer a member of the NetSuite Saved Searches.

All CRM and eCommerce that supports Segmentation and List sync will feature the Add-On as an option in the Add-Ons tab.

Supported Marketing Automation solutions:

  • Act-On
  • Constant Contact
  • Drip
  • Mailchimp
  • Klaviyo
  • Infusionsoft by Keap
  • VerticalResponse

3. Press the Reset Sync Process button from the dashboard and run the Sync again. The result will show that the customization really works as the Act-On List now has only 4 entries, a complete replica of the NetSuite Saved Search.

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Check out our Subscriber’s Story Here on how SyncApps helped them save time!

Experiencing issues or difficulties during testing? Reach our 24/7 team for assistance, and we’ll throw in a free Sync Profile Setup Review today!

How do I sync Salesforce Person Accounts to Marketing Automaton list(s) or Group(s)?

Hi, there!

Are you having trouble in setting up Salesforce Person Accounts to Marketing Automation List(s) or Group(s)?

That's very easy! Check the few steps below on how to achieve it.

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Salesforce  Check

By default, Person Account record type shares the same type with Contacts. Person Accounts cannot be synced without using Salesforce Campaign(s) or Marketing List(s), meaning, you'll need to manually place the Person Account Record inside of a CRM Campaign(s) or Marketing List(s).

If you have lots of Person Accounts to transfer rather than doing it one by one placing them into a CRM Campaign or Marketing List, please reach out to Salesforce Support team on how to do it.

For Converted Leads, move a Lead > converted Person Account > Campaign just ask your Salesforce team to write a workflow to add to a Campaign.

So now, let's say that "Person Account A record" is now placed in the CRM Campaign name: "Person Accounts Test". Also, double check if the CRM Campaign "Person Accounts Test" is set to ACTIVE.

SyncApps

In Step 1 of the Sync Profile, the Object type should be set to "Contact". Next, select the option "Sync Salesforce Campaign/List Members to Constant Contact List" and select "Use Salesforce Campaign as List" and tap the "Browse" button. Look for the Campaign "Person Accounts Test" or the Campaign where you placed the Person Account record.

For Converted Leads, make sure that you also have enabled the "Delete Converted Leads in Constant Contact", this feature will remove the Lead Type record in Constant Contact so that the new Person Account record will be created in Constant Contact/Marketing Automation List.

Hit update then "Next" button.

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In Step 2 of the Sync Profile, specify the Marketing Automation Master List/Audience on where you want this record to land.

Hit "Save", then Reset Sync Process and resync.

Once the sync is done, "Person Account Record A" will now be in the Marketing Automation List (the same name with the CRM Campaign where you placed "Person Account Record A") under the email list or Group named "Person Accounts Test".

Below is a use case from one of our subscribers that might have the same snag as you're on. (Salesforce to Constant Contact)

Subscriber:

I found a thread in the Cazoomi Support which has the same question I do, but my integration is Salesforce to Constant Contact. I can't Enable Additional Field Mappings - not all of them seem to be showing up. Please advise.

Cazoomi:

Thanks for the note and can you share the fields and what object they are on?

Subscriber:

In our Person Accounts, we have a field called Relationship with pick-list values. This is how we'd like to sort.

Cazoomi:

Thanks, and I think the best approach is not field mapping as your SyncApps is pulling from Salesforce Person Accounts, and in which you could select members based on the Relationship drop-down list using the Marketing List feature.

Salesforce Configuration 
Sync email marketing data: false 
Object type: Contact 
Unsubscribe opted-out Contact: true 
Sync campaigns/list: true 

Marketing List mode: List

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Now that you have 1 Sync Profile using Marketing Lists, feel free to set up individual Marketing Lists for each Person Account criteria for the drop-down list called Relationship.

Each Marketing List in Salesforce will auto-create the list in Constant Contact, as well as populate those members into the Master List you have specified in SyncApps setup screen for Constant Contact.

If you are on our free trial, you can also try out integrating Person Accounts using either Campaign in Salesforce synced to Lists in Constant Contact or using our Marketing List feature as well.  Both work the same way as Person Accounts can be added to either a Campaign or Marketing List in Salesforce.

Check out our in-depth video below by our integration experts!

Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!nacd.png

CRM Checkbox Fields to Mailchimp Groups

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Hey there! Thanks for stopping by!

If you are here, then you are probably wondering how new or existing records in Mailchimp flows back to CRM and brings with it the subscription preferences they chose on your Sign Up Form or Update Profile Forms.

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ref: Website forms and Mailchimp Update Profile forms

 

Well, you have come to the right place!

Keep in mind that Checkbox Fields are applicable to the following CRM’s:

  • Salesforce
  • Dynamics 365
  • Zoho CRM
  • NetSuite

Below is a best practice flow on how to Migrate Mailchimp Groups to Salesforce Checkboxes:

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Let's see how Mailchimp for Salesforce works below:

Use Case Scenario

Your landing page (which is a Mailchimp contact form) has a lot of checkboxes. The checkboxes are handled in Mailchimp as Groups.

Want to sync these Groups exposed on our MailChimp form directly from the checkboxes and sync these subscribers to Salesforce?

Yes! You can also create each of your Groups (checkboxes on your Mailchimp form) as checkboxes on the Lead or Contact record in Salesforce and then set up in your Sync Profile to match them in Step 1 of your integration in SyncApps.

Updating subscriber and grouping data from Mailchimp for Salesforce is done in real-time (using webhooks), so Sync on Demand or Sync Scheduling is not needed for this action to take place.

To get started in using Checkboxes feature, please see your Dashboard > Add-Ons to enable this feature on your integration. 

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Checkbox Fields for Segmentation will take precedence over any Campaign/List selection in Step 1 of each Sync Profile once selected.

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Note that for Checkbox mapping, the Group information from Mailchimp should also be synced to CRM checkbox if properly configured, so there is a way to accomplish your flow from a Mailchimp form to Salesforce requirement today.

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Mailchimp Segmentation Method in Step 2 must use Mailchimp Groups in the drop-down menu and not Tags when using our Checkbox feature, yet you have selected our newest feature Tags.

Groups are interdependent to our Checkbox fields feature while Tags are not.

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Group Title - The Groups in Mailchimp must be in one Group title and named "Group Title to Use" in the Sync Profile. If you have existing Groups just be sure the Salesforce Campaign Names match the Group Names 100% before integrating.

Note and try out our BEST PRACTICE for success:

If you have existing records in Groups in Mailchimp that need to be synced back to Salesforce Checkbox fields, then ask our support about the feature to sync Mailchimp Group members to Salesforce Campaigns.

Example of Mailchimp Group members which are preexisting and can be synced back into CRM Checkboxes using your SyncApps integration.

 

Check out our Subscriber’s Story below on how SyncApps helped them save 100s of hours each year integrating today!

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How to Fix Error Code: 4834 and Generate New Zoho CRM API Auth Token

Hey there! Are you having trouble resolving this Error code: 4834 while generating your Zoho CRM API Authentication Token? OR just trying to update existing integrations with a new token?

No problem; we are here to help you get that sorted out today.

So, let’s get right to it.

This is how to resolve the error while you generate the authentication token or update integrations with a new token.

See the image below for the ERROR:

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Please note that before generating your token, you should make sure that you have permission to access the API service. If you do not have permission, please contact your CRM administrator.

To double check, please go to Zoho Accounts to see your "Active Authtokens."

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To generate your Zoho CRM Auth Token, you will need to follow the steps below:

  1. Login to your Zoho CRM
  2. Open a browser and put the URL [https://accounts.zoho.com/apiauthtoken/create?SCOPE=ZohoCRM/crmapi&DISPLAY_NAME=SyncApps] in the browser address bar
  3. Only use the alphanumeric code after AUTHTOKEN=
  4. Place the Auth token into the Sync Profile in Step 1 "Authentication Token" space
  5. Save Sync Profile and press "Sync Now" to restart your integration

Below is a sample Response for Zoho CRM Auth Token you will get after completing the steps above.

#Wed April 11 03:07:33 PST 2018

AUTHTOKEN=bad18eba1ff45jk7858b8ae88a77fa30

RESULT=TRUE

Last Step, so you are almost there.

Head back to your integration and in Step 1, reenter the new Authentication Token.

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Note: If using multiple integrations, then use the same Zoho Authentication Token in all Sync Profiles, Save, then Resync.

Important note if using Zoho CRM Allowed IPs feature:

  • Users: From the list, click on the users to move them to the Selected group.
    Select users whom you want to only allow CRM access through certain specified IPs.




SyncApps Server IP Addresses for Trusted IPs and Firewall whitelist 

Check out our Subscriber’s Story below on how SyncApps helped them save time!

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If you still have any errors, just email our 24/7 Support team today.

Filtering records bidirectionally using specific criteria

Hey there, want to set up automation in your CRM or eCommerce platform to send emails in your marketing automation solution when you create new leads or other criteria?

Well, you’ve definitely come to the right page!

Are you filtering from MINDBODY, Dynamics CRM, Salesforce, Highrise CRM, NetSuite, Zoho CRM or others that are only syncing those CRM records who meet specific criteria?

If it happens that you are using Salesforce, test out this way on our trial using a subset of your database as shown here.

Also, filtering specific records into CRM from your Marketing Automation solution like Mailchimp, Constant Contact, Pardot, Salesforce Marketing Cloud, Delivra, Klavio, Drip, and others?

If you want to filter into your CRM, this feature is also available for use cases where what you want to happen is that, any matching contact that opened or clicked, an active campaign within the last sync cycle (set to 24 hrs), would be updated in CRM with an entry in the Campaign Response field, or added to CRM if they aren’t.

 

Filtering is one of our most subscribed features which can be found in Step 5 of your setup.

Note: If using Filtering & Segmentation feature and need to automatically remove records from your Marketing Automation solution once the records do not meet your criteria any longer please also grab the Add-On for this feature explained here.

Note that if using Filtering and Segmentation feature, it is a must that you must not use the CRM List feature in Step 1 such as Campaigns, Marketing Lists, List Views, Saved Search, or Tags as when using Filtering and Segmentation with these features enabled, only the records inside those CRM List(s) will be filtered by SyncApps. When those features are disabled then it will filter out the records from your whole CRM database.

EXAMPLES:

Please see below an example of how to filter records from Highrise CRM to Constant Contact.

Filtering settings are optional. If filtering criteria are specified, then only records which match any of the filter criteria (AND/OR) within a segment will be synced from Highrise to Constant Contact. Each segment will be synced to the Master List in Constant Contact.

Check it out in your SyncApps dashboard today!

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In a more complex example for those who integrate with Mailchimp, below you could sync each Sync Profile to a separate Mailchimp Audience

The existing Lists in Mailchimp will be the Audience for each Sync Profile. In this example each profile uses an existing List, no new List is created in Mailchimp.

Sync Profile 1 Checkbox A is checked Mailchimp Audience: Existing List A
Sync Profile 2 Checkbox B is checked

Mailchimp Audience: Existing List B

Sync Profile 3 Checkbox C is checked Mailchimp Audience: Existing List C
Sync Profile 4 Checkbox D is checked Mailchimp Audience: Existing List D
Sync Profile 5 Checkbox E is checked  Mailchimp Audience: Existing List E

Important note:

If on a Free Trial best practice is to place Leads or Contacts into a CRM Campaign, Saved Search or Marketing List then use Filtering, and then sync, after the syncing process you can then see how it works.

Please see use case below:

After enabling Filtering and Segmentation as shown below, the Sync Details are showing after a sync:

12 Dec 2017 13:01:41

DEBUG

First filter criteria: ((hasProperty("fields", map containing [OwnerName->a string containing "Justin"])) or (hasProperty("fields", map containing [OwnerName->a string containing "Kyle"])) or (hasProperty("fields", map containing [OwnerName->a string containing "Erika"])))

12 Dec 2017 13:01:41

DEBUG

Segmentation criteria: {Kyle=(hasProperty("fields", map containing [OwnerName->a string containing "Kyle"])), Justin=(hasProperty("fields", map containing [OwnerName->a string containing "Justin"])), Erika=(hasProperty("fields", map containing [OwnerName->a string containing "Erika"]))}

If you're on a Free Trial, please note that we sync unlimited records to match your criteria so best practice is to place at least 100 test Leads or Contacts into a CRM Campaign, Saved Search or Marketing List then use Filtering, and next sync, then you can see how it works.

In this case, no records have matched the filtering criteria in the first 100 records that we have come across in the trial which looks at the first 100 records in your CRM which might not contain the filter criteria:

To rectify this issue a Campaign in Salesforce is needed to test out the Filtering feature. 

12 Dec 2017 13:01:43 DEBUG Not matched record: Contact [id=0036100001IAQKIAA5, 
12 Dec 2017 13:01:43 DEBUG Not matched record: Contact [id=0036100001IAQKKAA5

To test out this feature is super simple by just setting up a Salesforce Campaign, select it in Step 1 of your Sync Profile, then using it with 100 records to test your Filter against in Step 5.

Once testing is completed next remove the Campaign/Saved Search/Marketing List checkbox in Step 1 and then keep the Filter on a paid plan which then does look at all records and Filters based on your criteria. 

Okay, we'll have another common use-case. See below:

Subscriber:

To whom it may concern:

Greetings! I work for "Company X" in El Salvador, Central America.

At the end of last year, we finished the integration of Salesforce and Constant Contact (trial version). We updated 11,536 records which means the update included all Company X global database.

However, as we are a country office we need access only to our contacts in El Salvador. Our technical team in headquarters took a glance at the app in Salesforce and unfortunately there is nothing on our end that we can do to stop the app from editing other Contacts. 

Cazoomi:

To meet your requirement, you will need to use our Powerful Filtering and Segmentation Feature as seen in the screenshot below.

Example:

The filtering criteria are set to Country > Is Equal To > El Salvador. This means that only the Salesforce Contacts with country El Salvador will be synced to Constant Contact and will be placed under the automatically created List( Segment Name) El Salvador Contacts.
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Once this is done then please hit save then Reset sync Process and resync so that the new configuration/changes will be applied in the next sync.

See our Wednesday Walkthrough replay here!

Check out our Subscriber’s Story below on how SyncApps helped them save 100s of hours per year in the manual effort! 

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SugarCRM to Mailchimp Integration for Customer Relationships Best Practices

SugarCRM has been helping businesses in establishing exceptional customer relationships with its flexible, innovative and affordable CRM solution, unlike any other in the market.  It enables businesses to become immersive, intuitive and engaging that drive customer excellence and loyalty.

Meanwhile, Mailchimp has been a superstar when it comes to email marketing.  With their integrations that allow one to send marketing emails, automated messages, and targeted campaigns, enough to attract small businesses to grow with them.

Integrating this two powerful software allows you to:

  • Sync SugarCRM accounts, contacts, leads and targets to Mailchimp Audience.
  • Update SugarCRM if subscribers update their profiles in Mailchimp.
  • Connect multiple CRM instances to multiple Mailchimp Accounts.
  • Filter and Sync only those records which meet specific criteria from CRM.
  • Sync specific Target List members to Mailchimp Group.
  • Add new contacts from Mailchimp Group(s) to SugarCRM Target List(s) automatically.
  • And more

Following are just some of the points to know which other subscribers have encountered while they were using SugarCRM to Mailchimp SyncApps integration.

Can a SugarCRM user select, inside SugarCRM, if a Target List can be synced or not?

  • Now, this is because SyncApps is not a plugin solution. Thus it’s not part of the platform.

Is it possible to let your users access SyncApps and instead manage their accounts for them?

  • SyncApps has an Enterprise plan for this where you can manage your client's solutions.  You just have to set it up for them and then control it.

If a new subscriber is added to Mailchimp, will a new lead be created in SugarCRM?

  • Wondering how SugarCRM to Mailchimp integration works?  Earlier, we have provided some of the features of this specific integration.  To add is the said integrations feature which a new lead will be created in SugarCRM once a new subscriber is added to Mailchimp.  How to achieve this?
  • Notice the selection in your Steps as the Module Type to Sync?  In the case below Contacts would be created if you land them in the Mailchimp List in Step 2.

  • The first sync that is run after new email address subscribed will create the record (if contact profile, it will create contact; if a lead profile, it will create lead)
  • We would suggest that you enable one-way sync for one profile.  So if you want SyncApps to always create Lead for a new subscriber, make Contact sync profile as one-way sync.

We hope that this has helped you a lot.  But if ever you have questions, don't hesitate to drop us an email 24/7.

Zoho CRM Specific List Views integrated to your Marketing Automation Software

What are Zoho CRM List Views?

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A List View is a grouping of records based on a defined set of criteria.  List Views are beneficial for displaying customer specific data according to your business requirements.  

Now imagine all of your List Views in Zoho CRM available to sync to the likes of Mailchimp Groups or Segments, Constant Contact Lists, Pardot, and many others!

SyncApps now has List Views feature rolled out!

Watch a walkthrough video below:

For example, you may be interested in following up on the leads created during the last week or review overdue tasks, or you may want to filter out big deals.  The best way to handle these scenarios is to filter the records using the list views. You can also use the List Views for changing record owners, deleting records in bulk and sending mass emails.

Zoho CRM provides a set of Standard list views that are ready to be used by all the users in your organization. In addition, you can also create list views and share with colleagues in your organization.

  • Standard List Views: You can modify the standard views and sort the order of the columns in the list. You cannot delete these list views.
  • Custom List Views: You can create, modify and delete the custom views and you can also sort the order of the columns in the list.

List views are categorized under Created By Me and Shared With Me. You can also mark list views that you often use as Favorites, and those will be listed first in the List View drop-down.

Just tap the Star next to a list view, and it will be available under Favorites.

Please see here for more information on Zoho CRM Help

Are you using Zoho CRM Tag(s)?

 Zoho CRM is not quite prime time yet with their Tags API yet when they release it we will support it.
 

How does it work with SyncApps?

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  • In Step 1 of your Sync Profile, you will need to select "Sync Specific List Views" under the Sync Mode feature.  This will then create a Group/Segment or List under your specified Master List, Audience in Step 2 of the Sync Profile.
  • Please note that only the records under this Specific List View(s) will be synced to your marketing automation solution.  If wanting to sync all the List Views then just leave all the checkboxes inside of the pop-up menu for the Sync Specific List Views unchecked.
  • Then tap "Sync Now," or if you have finished updating your Sync Profile configuration, then you have to finally, Reset Sync Process and Resync.

 

 

Why don't my records, Lists, information sync to Constant Contact from my CRM?

Hi! Worried on why don't your records, Lists, information sync to Constant Contact from my CRM?

You will just need to reset your Sync Profile anytime you make changes to any Dynamic CRM Marketing List criteria.

Please just press the "Reset Sync Process" & "Sync Now."

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Once the Sync is completed, you can check "Details" to review how the sync details turned out to verify all the lists and record information synced correctly to Constant Contact.

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How does Pipeliner CRM works with your Marketing Automation Software?

Many of our fans have asked if what are the following benefits of using Pipeliner CRM. Check the information below:

Here is one of our most powerful features on this integration explained in detail.

Checkbox sync with Pipeliner to your Marketing Automation Software

Also, many of our subscribers on Pipeliner integrate to save time and resources so based on our metrics internally, and with our vendors, the average company can save 13 days a year in manual efforts.

Here is a good video of it

To see more of our cool features just head here to signup for our free trial which includes 10+ pages of SyncNotes to explain all the cool features you might need for your company.

Sync Person Accounts from Salesforce to Constant Contact?

Hey there, thanks for stopping by!

You happen to use Salesforce and need to see the Marketing Metrics on the Account Layout?

Great! As this is super simple! Just select Account as the Object type then selects the option “Campaign Response for Person Accounts”.

Please note that:

If Sync Campaign Responses is enabled on your Sync Profile, then custom fields in Salesforce will be automatically created for placement on the Campaign Members (Campaign History) object to store email marketing metrics such as the number of opens, clicks, and bounces. On a 2 weeks free trial, best practice is to create test Campaigns and test records to sync.

Getting Started!

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After creating a Sync Profile with Account as the Object Type. Check Salesforce layouts to make sure all fields created by SyncApps are dragged into the layouts for your Salesforce organization.

Do these super simple steps for Salesforce layouts check:

  • Drag Campaign CazoomiId into the Campaign Page Layout
  • Drag CampaignMember CazoomiId into the Campaign Member Page Layout and any fields you want to report on like Opens, Clicks, Forwards and Bounces
  • The Campaign metrics fields placed in Campaign History layout (related lists) + Email Events will bring in the "URLs clicked" into Salesforce upon each scheduled sync

 

By default, custom fields will not be displayed on any Salesforce layouts. To make the custom fields visible, please update your layout for Campaign Response.

 

Syncing Campaigns from your Email Marketing Automation to CRM

Syncing existing Campaigns from your Email Marketing Automation software such as Constant Contact, Mailchimp, Act-On, Drip, Klaviyo, others to existing CRM Campaigns is not supported.

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The way it works is simple. You can send multiple Email Campaigns to 1 List in your Marketing Automation software so SyncApps create a tracking campaign to track all metrics. The Campaign created by anyone in CRM is just that, a Campaign that will create a List, Group or Segment.

If using Campaign a List feature in SyncApps then each Campaign needs to be created first in CRM to sync with your Marketing Automation software as Lists, Groups or Segments.  After that, any email Campaign sent to these Lists, Groups or Segments will create a CRM Campaign of the same name as the email and track all the Campaign metrics from your Marketing Automation Software back to the CRM Campaign.

Please also note that CRM record data is synced from your Email Marketing Automation only if the email address doesn't exist in CRM at the time of syncing.  An exception to this rule is Mailchimp and others which use webhooks to update existing CRM record data.

Checkbox sync with Pipeliner to your Marketing Automation Software

Do your requirements call for syncing Checkboxes from Pipeliner records to Constant Contact, Mailchimp or Act-On?

By using our powerful Filtering and Segmentation feature, this can now be achieved!

Individual Checkbox Field

Head to Step 5 of the Sync Profile then set the criteria for Filters to (Name of Checkbox) and select the operator to "Is True (Checkbox Checked).

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Once the changes have been made, then please press Save, then Reset Sync Process and Sync Now. 

Multi Checkbox Field

In this case, please use the "Contains" operator. For example, you want to create a segment that contains all records which have ACME checked you can use criteria:
"Tradeshow 2017 Contains ACME"

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Error Code: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY

This error is caused when your role in Salesforce is set to be a "Non-Marketing User".

To overcome this error, log in to your Salesforce account and change the permissions for the user in Salesforce which is using SyncApps by enabling the Salesforce "Marketing User" on the user's record.

 

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Please let us know if the error still persists and we will help you troubleshoot 24/7.

Using Checkbox Field Mapping for Mailchimp for Zoho CRM integrations

Hi, there! Thanks for dropping by!

Our Checkbox Field Feature is now available for Mailchimp for Zoho CRM integrations!

*Available as a paid Add-On in Basic and Professional Plan. However, this feature is included in our Enterprise Plan.

Using our Checkbox Field feature lets you control which CRM Contact or Lead record can be integrated into your specific Mailchimp Group(s). Also, you can use the Mailchimp Update Profile form to control checkboxes back to CRM for ultimate control.

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To have this option exposed in Step 1 of the Sync Profile, our Add-On purchase is needed.

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Please note that using Checkbox Fields for Segmentation will supersede Campaign or List selection in your Sync Profile in Step 1.

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Mailchimp Segmentation Method in Step 2 must use Mailchimp Groups in the drop-down menu, not Tags when using our Checkbox feature yet you have selected our newest feature Tags.

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Groups are interdependent to our Checkbox fields feature, and Tags are not.

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Group Title

The Groups in Mailchimp must be in one Group title and also named in the "Group Title to Use" in the Sync Profile. 

Checkbox field feature FROM Mailchimp to Zoho CRM, this will only take effect on new records. For existing records, you need to update Zoho CRM Checkbox fields, then export these records and import into CRM to make sure the Checkboxes are updated in CRM first thru CSV's.

Example of Mailchimp Group members which are preexisting and need to be exported into CRM first then Checkboxes will work moving forward using your SyncApps integration.

 

  

If you encounter any snags, don't hesitate to drop an email to our 24/7 Support team. We'd love to help you out.

Syncing Mailchimp Hard Bounces to Salesforce

Hello there, thanks for dropping by!

If you’re here, then probably you are wanting to sync Mailchimp Hard Bounces to Salesforce.

You can do a few simple steps to set this up successfully!

Please note that if using Campaign Responses, then the field called Bounces will automatically come back into the custom field the integration creates called "Bounces." This applies to all marketing automation solutions we support today.

If "Bounces" goes from 0 > 1 > 2, then you can assume it is a Hard Bounce from the Campaign History metrics.

Mailchimp's API also supports mapping back "Hard Bounce" to Salesforce. You can see this in Step 4 of your Sync Profile. You can use a simple CRM Checkbox field or Hard Bounce custom field to map from the Mailchimp *Hard Bounce field, and that’s it!

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Finally, if wanting to remove those in CRM, here are a few easy steps you can do:

  1. If using Mailchimp, you can run a report on the custom field “Hard Bounce”
  2. Then completely remove Hard Bounce records in Salesforce

If you encounter any snags, difficulties, or have any burning questions during the setup, don’t hesitate to reach out to us at support@cazoomi.com

Integration from Mailchimp Audience and Groups to CRM

Subscriber:

Hi, I have a few questions regarding Mailchimp and CRM integration using landing pages.

It's kinda complicated setup so bear with me. 

In Mailchimp, I have created a single Audience which has multiple groups created so that I can send specific emails to specific groups.

For CRM, I have set up a Sync Profile known as Leads (For example) and Contacts.  If I have a single Master Audience in Mailchimp when I sync CRM with Mailchimp, how do I define which Group in Mailchimp the Lead or Contact in CRM belongs to?

Also, if I were to say manually export the Leads to Mailchimp from CRM and manually imported those leads into Mailchimp and manually updated the Group on the import file into Mailchimp when I run the sync, would this cause duplicates to be created in Mailchimp?

Cazoomi:

Thanks, and for your Lead Sync Profile I would select a Target List with only Leads in it which would sync and create a Group of the same name as the Main Audience in Mailchimp.

The same holds true for Contacts.

SyncApps used our proprietary email based algorithm for integration, so duplicates are not possible to create using SyncApps in your CRM or in your target application, in this case, Mailchimp.

Subscriber:

Thank you for such a prompt response.

I am trying to understand here, perhaps what the best practice is for people who use CRM & Mailchimp with Cazoomi as there seem to be some gaps between the 2 in terms of what I can see:

1. In CRM, we are able to add the campaign source to the lead and then send specific campaigns to those leads.

2. In Mailchimp, they allow the user to create multiple groups within an Audience and then send segmented info to those groups.

3. From what I am seeing here, there is no mechanism between CRM & Mailchimp using Cazoomi where I can segment the Lead in CRM with a Group from an Audience in Mailchimp, is this correct?

4. How would you suggest (or what have you seen) users segment lead sources between CRM & Mailchimp and manage this?

5. It is easy enough to create multiple Audiences within Mailchimp, but then I am not sure how this would work with the Leads Module in CRM as I assume you are syncing one profile being leads to Mailchimp and cannot have multiple profiles for leads syncing with Mailchimp, is this right?

6. So that you understand what I was trying to do with Mailchimp is I was using that to create a Master Audience which then has multiple Groups.

Each Group has its own landing page, and all leads which come in from that are then automatically tagged as belonging to that Audience.

I guess if I am managing the lead coming in via Mailchimp and the Campaigns sent via Mailchimp, would I be correct in assuming that CRM will just record all of the campaigns sent to the Lead, and in essence I am not managing the Source in CRM, and the only downside I can see would be the reporting within CRM of the different Campaigns since this is all done via Mailchimp? Is this right in my understanding?

7. If I wanted to record the Source between the 2 systems, is this something which you could add as customization?

Cazoomi:

Thanks and let us answer these below:

Cazoomi:  Ok, works as you designed via CRM.

"In CRM, we are able to add the campaign source to the lead and then send specific campaigns to those leads.

In Mailchimp, they allow the user to create multiple groups within a Audience and then send segmented info to those groups."

Cazoomi:  Yes, we match this via the API created Groups from your choices in Step 1 of your Sync Profile so best practice is to use Mailchimp Segments in Audiences and Groups.

"From what I am seeing here, there is no mechanism between CRM & Mailchimp using Cazoomi where I can segment the Lead in CRM with a Group from a Mailchimp Audience, is this correct?"

Cazoomi:  Sure, you can use Filtering & Segmentation in your Sync Profile to further segment yet no you cannot use the Mailchimp Segments API yet.  It's just not that efficient.

"How would you suggest (or what have you seen) users segment lead sources between CRM & Mailchimp and manage this?"

Cazoomi:  Mailchimp best practice is to use Mailchimp Segments within your Audience and Groups.

OR use Filtering & Segmentation in your Sync Profile to further segment a Target List in CRM to Mailchimp Audience/Groups.

"It is easy enough to create multiple Audiences within Mailchimp, but then I am not sure how this would work with the Leads Module in CRM as I assume you are syncing one profile being leads to Mailchimp and cannot have multiple profiles for leads syncing with Mailchimp, is this right?"

Cazoomi:  Best Practice is using 1 Audience in Mailchimp with up to 60 Groups for segmentation. Leads and Contacts can sync to the same Audience in Mailchimp.

Be sure to not exceed 60 Groups in Mailchimp on an Audience as the integration will error out.

Error details: Mailchimp Error: Cannot have more than 60 interests per Audience (across all categories). [instance: 11e8f685-fda9-471f-bd91-317981dd045a] (HTTP Status Code: 400)

If you encounter this type of error then please follow this best practice below:

  • Best practice to solve an issue like this is thru deleting the Group Title (all Groups) In Mailchimp and then next Reset Sync Process on the Sync Profile so SyncApps will recreate the Mailchimp Groups.

    Please do this method to see the new Groups recreated, and numbers sync up to under 60 Groups in Mailchimp.

If you need another Mailchimp Audience to sync, then you would set up another Sync Profile.

"Just so you understand what I was trying to do with Mailchimp is I was using that to create a master Audience which then has multiple Groups.

Each Group has its own landing page, and all leads which come in from that are then automatically tagged as belonging to that Audience. I guess if I am managing the lead coming in via Mailchimp and the Campaigns sent via Mailchimp, would I be correct in assuming that CRM will just record all of the campaigns sent to the Lead, and in essence I am not managing the Source in CRM, and the only downside I can see would be the reporting within CRM of the different Campaigns since this is all done via Mailchimp?

Is this right in my understanding?"

Cazoomi:  You might use our Static Text feature for each Sync Profile to manage this process as we have tons of consultants how to use 100s of Sync Profiles like this to tag every lead from Mailchimp flowing into a landing page to Mailchimp Audience as "XYZ" lead source static text field for example.

For each Landing page, you would need a separate Sync Profile and 1 Group for the "XYZ" lead source static text field.

"If I wanted to record the Source between the 2 systems, is this something which you could add as customization?"

Cazoomi:  Static Text could do this for you per Audience.  Per Group is not possible unless you map a field in Mailchimp on the Audience yet it would apply to each Group so not really an ideal solution.

For your use case, you would use our Enterprise SyncApps, set up each Landing page with a separate Sync Profile plus 1 Group under it to be able to see the source of each Campaign.

OR

On an Email Campaign in Mailchimp just use a URL in the email that then if they click on it, it shows up in CRM then you can aggregate that data with your our workflow.

The report showing "X" URL Link clicked Leads.

Error 400 : Your merge fields were invalid
01 Nov 2017 05:44:36 ERROR Error for the record: john@cazoomi.com, message: Your merge fields were invalid.[{field=JOBTITLE, message=Please enter a value}], code: 400

*Sample error only

The error above occurs when the required field in your CRM is blank when synced to Mailchimp.

How to overcome this issue?

 

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Option 1: Fill in the required field in CRM then Reset Sync Process and Resync.

Option 2: Make the field as "not required" in CRM so that the error will not appear in Mailchimp.

Option 3: In some cases, the errored field in Mailchimp might be required so you will also need to map that field in Step 4 of the Sync Profile so that the error will be fixed. Save, Reset Sync Process and resync.

Side note:

For any boolean/checkbox field type you add in the future just provide both options in the dropdown: true-false, or yes-no in Mailchimp to then map to CRM which will work great.

After updating dropdown values be sure to refresh field mapping so SyncApps knows the values to match.

Another error Code 400 under Mailchimp:

Time Error Message
30 May 2019 17:57:29 Error for record: xyz@abc.com, message: xyz@abc.com has signed up to a lot of lists very recently; we're not allowing more signups for now, code: 400

This is a common error that Mailchimp gives you and unfortunately, it is beyond us as to why as it must hit up against their algorithm.

There is no fix on the SyncApps side only a call or email to your MailChimp account support who can fix it.

MailChimp is denying these like:xyz@abc.com ( or the stated email addresses) so might ask them and provide a List for them you’re needing to move over or upload via CSV to see if they accept them.

NetSuite Dynamic Discovery Method used in SyncApps Integrations

SyncApps uses dynamic Data Center URL discovery which is the appropriate NetSuite service discovery method in our web services integrations to ensure all API requests are sent the correct location where your NetSuite account is hosted. Dynamic discovery methods also return your account-specific domain See the following help topic from NetSuite:


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If you have more concerns around the NetSuite Dynamic Discovery Method then please reach out to our 24/7 Support Team today!

Email Campaigns synced to Zoho CRM Custom Modules

Hey there, thanks for stopping by!

Are you using Zoho CRM Enterprise Edition? If so, then this article is made exactly for you!

Modules in Zoho CRM let you organize and keep track of various aspects that help run your business. Now, you want your Email Marketing Metrics synced back to these Modules, right? With SyncApps, you can choose to sync Campaign Responses to Custom Modules in Zoho CRM.

This means that you can use Zoho Custom Records to store all Campaign Responses from Mailchimp, Constant Contact, Act-On or other Marketing Automation solutions you use that we support.

Please note that Zoho’s Custom Module feature is only available in Zoho CRM’s Enterprise Edition.

If you wish to use Custom Modules for Campaign Responses, first you will need to select Sync to Custom Modules option on the Campaign Response Sync Method field in the Zoho CRM SyncApps configuration.

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  • Also, note that your CRM administrator will also need to create 2 Custom Modules for this feature.

    1. Email Campaigns Custom Module to store Marketing Automation Campaign information; and
    2. Campaign Responses Module to store the details of subscribers Campaign Metrics such as the number of opens, clicks, etc.

    After your Custom Modules are created, you will then need to create Custom Fields for each Module:

  • Custom Module: Email Campaigns
Custom Field Name Data Type
Sent Date DateTime
  • Custom Module: Campaign Responses
Custom Field Name Data Type Related List Label
Email Campaign Lookup - Email Campaign Campaign Responses
Contact Lookup - Contact Campaign Responses
Lead Lookup - Lead Campaign Responses
Opens Number  
Clicks Number  
Bounces Number  
Email Events TextArea (Large)  
Sent Date Date Time  
  • Note - mapping Forwards works only for Constant Contact API
Forwards Number  

In your SyncApps configuration, you will need to enter the custom module id (not module label) so SyncApps will know which module to be used.

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In the above screenshot, the Custom Module name to use for Email Campaigns and Campaign Responses are CustomModule2 and CustomModule1 respectively.

The Custom Module name is not displayed name, usually, it is in the format: "CustomModuleX".

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Note that, Custom Field names and data type must match the above table otherwise the sync will not work properly. 

To add Custom Modules please open the following URL:

https://www.zoho.com/crm/help/customization/custom-modules.html

To add custom Fields please open the following URL:

https://www.zoho.com/crm/help/customization/custom-fields.html

WFtrigger or Zoho CRM Workflow support for Contact/Lead update (opt-out, bounce, etc) is supported in Step 1 of your Sync Profile.

Zoho CRM Workflow Triggers are explained here.

Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!

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You can always reach out to us if you encounter any problems as we are online 24/7, to make sure you get the most out of your integration.

Update mailing address fields to and from Mailchimp

To map the CRM Address and Mailchimp Address fields, there are two ways to go about it based on company preference.

  1. Mailchimp Address Data Type fields
  2. Text Data Type fields 

1) Mailchimp Address Data Type fields

If using Mailchimp Address Data Type fields, please follow the rules below as Mailchimp Address Fields all need to be mapped for CRM data to flow to the Mailchimp Address.

If one field is incorrect, then the whole record will fail to sync to Mailchimp as per their API rules.

So you need to use the following mapping: Field label and type are important here.

  1. Address <> Street Address
  2. City <> City
  3. State <> State
  4. Country <> Country
  5. Postal Code <> Zip 

The 5 fields above mapping rules are only applied if you are using Address Data Type fields in Mailchimp. 

Please see here for Mailchimp address rules.

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The address data type can be distinguished in field mapping with like the screenshot below:

 

2) Text Data Type fields 

Mailchimp Address fields are quite strict so the best practice is to use a text field for each address component for the 5 merge text fields for street, city, state, zip, and country.

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EXAMPLE:

 

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If you're needing subscribers to be able to update their existing address in CRM from Mailchimp then after mapping the fields just select in Step 2 of the Sync Profile this feature below.

*Update YOUR CRM if subscribers update their profiles in Mailchimp

Mailchimp Update Profile Form is used to accomplish updating CRM records with changed fields.

This will use mapping configuration to update data. Please make sure you configure the mapping correctly. A webhook will be set up in the specified Mailchimp Audience by SyncApps if this option is enabled.

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Dynamics 365 Authentication Methods and Supported Versions

Hi there! We're glad you could join us today! We’ve received tons of questions about Microsoft Dynamics and Dynamics 365, and we thought it’s time we simplify these two platforms for you in terms of integration.

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First, let us understand the simple framework of Microsoft Dynamics for an easy transition or flow.

What Is Microsoft Dynamics?

It is basically a branding platform used by the Microsoft Company.

It incorporates both the Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) software applications.

The aim is to create a medium for specialized services.

Which Versions Are Supported By SyncApps?

  • All versions including 4.0, 2011/2013/2015/2016 Online & On-premise
  • Dynamics 365 (CRM, Dynamics 365 Enterprise) Online & On-premise

Here are the sync and integration options that can use Microsoft Dynamics for Leads, Contacts, and Accounts.

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Now, let us dig into the features of both versions:

  1. Microsoft Dynamics CRM 4.0
  • On-Premise using Windows Integrated Authentication (Active Directory)
  • On-Premise with Internet Facing Deployment (IFD) enabled
  1. Microsoft Dynamics CRM 2011/2013/2015/2016 and Dynamics 365, Dynamics 365 Enterprise
  • Microsoft Dynamics CRM 2011/2013/2015/2016 & Dynamics 365 Online (hosted by http://crm.dynamics.com/) (Office 365 Authentication and Federated Identity are supported)
  • On-Premise with Internet Facing Deployment (IFD) enabled. Authentication uses Active Directory Federation Services (ADFS) including ADFS chaining. 

Using Active Directory for Dynamics CRM Authentication

Currently, SyncApps only supports Dynamics CRM Online and ADFS authentication.

For example, you could try using our Microsoft Dynamics CRM 4.0 as an alternative for Dynamics 2011 that supports Windows authentication. It can connect to the legacy endpoint available.

Note:

  • CRM 4.0 web services endpoint will be deprecated if you upgrade using Windows authentication to Dynamics CRM 2013 or above. It means that our Dynamics CRM 4.0 SyncApps will not work after the upgrade.
  • Dynamics 365 Enterprise SyncApps versions for 2013/2015.2016 only supports Active Directory Federation Services (ADFS) authentication for on-premise CRM currently.
  • We also do not support Windows authentication for Dynamics CRM 2011.

Here is an example of how your CRM 4.0 web service URL for your site will look like.

Do You Need To Find Out Your Web Services URL?

You can easily find out your web services URL by trying our feature that is featured in Step 1 of your Sync Profile setup.

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In case you are having any trouble or your system does not use the above configuration, contact our support team with authentication type and test credentials for connection testing.

We’re always happy to help!

Note: if you host your CRM with a vendor other than Microsoft, try our URL checker in step 1 of your Sync Profile set-up.

*Web Service URL (Organization Service)

*SyncApps supports Federated Authentication for Dynamics CRM Online.

Microsoft Dynamics CRM 4.O Configuration

You’ll be glad to know that we offer various authentication approaches to help with configuration.

  1. Windows Integrated Authentication

Expose your CRM server to the internet so that SyncApps can access it. Ask your IT team to expose your server to the public internet if you are using an internal facing CRM server. Then, you will be able to use our SyncApps.

Our SyncApps will only support authentication on Dynamics CRM 4.0. If you are having trouble accessing your hostname, switch from using VPN (your PC is part of the company network) to ping it. Consult with your IT team if you still encounter the error after you ping it. They will open your CRM server enabling public access without a VPN.

Configure your company’s firewall to allow secure connection from our SyncApps server only (SyncApps Trusted IP addresses).

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  1. Internet Facing Deployment (Form-Based Authentication)

For this type of authentication, you will need to specify two URLs:

  • Web service URL

The URL ends with /mscrmservices/2007/CrmService.asmx

  • Discovery Service URL

The URL ends with /mscrmservices/2007/SPLA/CrmDiscoveryService.asmx

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Microsoft Dynamics CRM 2011/2013/2015/2016 Configuration

It includes the following authentication:

  1. Claims Based Authentication (Active Directory Federation Services -ADFS)

You will need to specify 2 URLs:

  • Web Service URL
  • Security Token Service (STS) URL

Consult with your IT support in case of any challenges.

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  1. Dynamics CRM 2011 Online or 2013/2015/2016 & Dynamics 365, Dynamics 365 Enterprise

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Finding a unique organization name for CRM 2011/2013/2015/2016 & Dynamics 365, Dynamics 365 Enterprise and 4.0

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  1. Go to CRM.
  2. Select Settings on the menu
  3. Select Customizations under Settings menu, then click Developer Resources

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  1. The unique organization name is listed.

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Be sure to check out our Subscriber’s Story below on how they saved 100s of hours per year using 365 and Mailchimp integration!

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Managing Custom Fields in Constant Contact

Hey there, thanks for stopping by!

UPDATE:

Constant Contact subscribers are limited to only the 15 Custom Fields allowed on V2 API of Constant Contact. Once V3 API of Constant Contact is released with all features like Email Campaign functionality we will support their new 25 custom field limit instead of the 15 preset custom field current limitation.

If you are here then you’ve probably been having a bit of trouble setting up your own Sync Profile with SyncApps, right?

Well, you’ve come to the right place!

Granted, the process does seem a bit tricky, but with the right guidance, it really can be a walk in the park.

So stick around and let us walk you through this painless process.

What we’ve done is put together an easy-to-follow step-by-step guide that will ultimately enable you to sort out your main issue as well as other queries, such as:

  • Which custom fields specifically in Constant Contact can be mapped in Step 4 of your Sync Profile
  • Which custom fields created in Constant Contact do not show up over in SyncApps Constant Contact Field list even after refreshing fields.
  • How to see the Constant Contact custom fields in the additional field mapping while trying to map custom fields in both systems. This could be giving you problems even after refreshing so that the newly created fields do not show up.
  • What to do when Fields are being displayed with Standard Naming in Cazoomi (custom_field_1-- custom_field_15) but not with the name you used to create in Constant Contact.
  • How to import Custom Fields from the signup form, back to the Contact/Account/Lead/Targets
  • What to do when a Custom Date Field you named "Subscribed Date" in Constant Contact is not available in the Cazoomi Field Mapping Section to map it to Salesforce.
  • How to change the labels of the custom fields when performing the field mapping as you set up a Sync Profile (example: instead of using Custom Field 01, Custom Field 02, Custom Field 03, you want to customize it to your liking, for example using labels like Channel for custom field 01, and Record Type for custom field 02)

Well, we heard you, and we’ve got answers to these questions and more.

Don’t worry; it’s really not that complicated.

We want to take you through a step-by-step process. Trust me; it’s going to be a breeze after this.

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Let’s start off with looking at the pre-mapped fields from to Constant Contact below shown in blue.  The red #7 field is how Custom Fields 1-15 will be shown when designated which we will explain coming up.

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For Custom Fields let’s start off with mapping back Bounce Reason and Bounce Date to CRM.

Are you trying to write back the bounce fields from Constant Contact to CRM?

Constant Contact does not explicitly have a "Hard Bounce" field. They instead have a "Bounce Reason" field which is populated with both soft and hard bounces. To map this field head to Step 4 and use a Text Field Type. For Bounce Date use a Data Type field.

Reporting Tab and Hyperlinked Bounce Count

Note: Sync Campaign Response must be selected in Step 1 in order for these fields to be available for Field Mapping.

If you run into issues be sure to check the field type in CRM and if using an existing field then try changing your field on the CRM side to a Text field to capture "Bounce Reason" which is text type in Constant Contact and Bounce Date is a Date field type in CRM.

Do you need to use a Custom Unsubscribe field in CRM?

If you do, then that’s fine, just use our Add-On just for this feature in your Add-Ons tab and once subscribed it will instantly turn this feature on to map in Step 4 today. Simple, right?

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It gets even better.

Check this out.

You can also choose to do Additional field mapping or not.

We’ve made it easy for you by mapping the Basic Contact fields including Email Address, Name, Address, Company Name, and Phone.

This makes it convenient.

Here’s another interesting bit.

Do you wish to use Custom Fields in Constant Contact?

No worries, we’ve got you covered! Listen to this - 15 custom fields for you to choose from! Now that’s a whole lot to choose from, which is great.

However, if you choose to add a custom field in Constant Contact, it will not add any functionality to the 15 already available Custom Fields that the current constant Contact API allows.

In Constant Contact, only 15 Custom Fields are allowed.

However, it’s not all gloom and doom for those willing to add since you can map the 15 fields to match your fields in CRM.

In order to get this rolling, this is what you need to do:

Here are the steps:

  1. Add a new Custom Field and name it Custom Field 1
  2. Add a new Custom Field and name it Custom Field 2 and continue as needed

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When doing all this, make sure you jot each field label (COMM STEM = Custom Field 1) down to be used in your Sync Profile.

This will help map the 1-15 custom fields available to your CRM field(s).  You will need them as Constant Contact only supports the naming of custom fields 1-15 as shown above.

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Note: 

Birthday is also not a standard field available in Constant Contact v2 API for the Contact (https://developer.constantcontact.com/docs/contacts-api/contacts-resource.html) and is not synced by default.




However, the v3.0 API https://v3.developer.constantcontact.com/api_guide/index.html will include these fields and also many more features.

Birthday & Anniversary Support

The V3 API now supports the birthday and anniversary properties in the contact object. This means integration users can take advantage of autoresponder messages to send birthday and anniversary email campaigns.

Learn more.

Once it is live and available for SyncApps you will be able to map Birthday field.

Check out our Subscriber’s Story below on how SyncApps helped them save time!

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Did we answer your question? I hope we did.

Have you tried setting up your own Sync Profile with SyncApps?

Let us know if you hit any more snags by emailing us at support@cazoomi.com. We are ready 24/7 to answer all your questions.

 

How can I schedule & automatically sync my integration?

I've just upgraded my account to the Basic Plan, so that I can schedule automatic syncs, but I'm having trouble. It still won't let me schedule the syncs. Suggestions?

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Yes!

You just need to edit your Sync Profile and tap "Sync Scheduling" to schedule down to a 6-hour timeframe.

Need more control over your scheduling options?

Try our Professional or Enterprise plans which allow up to real-time scheduling.  To upgrade please see your "Upgrade" tab when logged into your SyncApps dashboard.

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Get expert advice on your integration scheduling today from our 24/7 Support.

Required Level of Permissions for NetSuite Integration

Any challenges with your NetSuite integration and sync procedures when it comes to permissions? 

Be sure to check out the latest NetSuite Permissions XLS attached to this article to review each if you get errors in the integration which state you need specific permissions for a role or person.

Let's check out the subscriber's questions below. The following might help shed some light on your question too:

Subscriber:

What level of permission does this account need? It does not update customer/contact/transaction info, so I assume view only for those records is fine. For case records probably edit permission?

If I am going to use the Enterprise plan and need to integrate Salesforce for NetSuite too what permissions do I need to add? 

Cazoomi:

NetSuite will not allow using Administrator/Full access role for API starting 2019.1 but still allow the use of a custom role with Full permissions on some objects (Contacts, Customers, etc.). Note that after adding NetSuite permissions to a role or employee it can take up to 24 hours to take effect in NetSuite.

Try out the Best Practice for SyncApps integration setup for NetSuite role/permissions below:

  1. Create a NetSuite Custom Role
  2. Assign required permissions to the NetSuite Custom Role (Permissions List based on integration)
  3. Assign the role to NetSuite username used in your SyncApps integration
  4. Specify the Role ID in Sync Profile configuration (This step is not needed if using Token Based Authentication)

Getting the hang of it? Now you need to have the specific PERMISSIONS LIST for the role:

Please assign the following permissions (Full) to the NetSuite Custom Role.

Do note that after adding new permissions in NetSuite, they can take up to 24 hours to take effect.

REQUIRED

1) Lists - Customers

2) Lists - Contacts

3) Lists - Marketing Campaigns

4) Setup - Customer Status

5) Setup - Custom Fields

6) Setup - Custom Body Fields

7) Setup - Custom Entity Fields

8) Setup - Custom Record Types

9) Setup - Custom Lists

10) Setup - CRM Lists

11) Setup - Deleted Records (for Deleted Customer/Contact sync)

12) Setup - Setup Campaigns (for Subscription sync)

13) Setup - Web Services

14) Setup - User Access Token (for Token-Based Authentication)

15) Find Transaction - Transactions (if using this type of Saved Search)

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16) Transactions - Sales Order, Return Authorization (if using these type of Saved Searches)

17) Lists - Partners (if using this type of Saved Search)

18) Lists - Vendors (if using this type of Saved Search)

19) Lists - Employees (if using this type of Saved Search)

Please continue scrolling down as you might have other integrations with SyncApps that require to permit more lists.

For Zendesk for NetSuite SyncApps, you will also need to assign the following NetSuite Permissions to Full:

1) Lists - Case

2) Lists - Employees

3) Lists - Employee Record

4) Setup - Support Case Status

5) Setup - Support Case Type

6) Setup - Support Case Origin

7) Setup - Support Case Priority

8) Lists - Events

9) Setup - Custom Event Fields

10) Lists - Track Messages (for Comment sync)

For the Zendesk App for NetSuiteyou will also need to assign the following NetSuite Permissions to Full:

1) Transactions - Sales Order

2) Transactions - Cash Sale (for some Customized apps)

3) Transactions - Item Fulfillment

4) Transactions - Fulfill Sales Orders

5) Transactions - Return Authorization (for RMA creation feature): Full

For NetSuite to Handshake SyncApps and Mailchimp eCommerce Sync Feature, the following NetSuite Permissions are also needed:

1) Transactions - Sales Order

2) Lists - Items

3) Setup - Custom Item Fields

4) Setup - Custom Transaction Fields

5) Transactions - Find Transactions

6) Setup Accounting Lists

7) Custom Record - Customer type 

8) Lists - Currency 

9) Lists - Locations 

10) Lists - Documents and Files

Note:

For Handshake SyncApps, "Standard Customer Form" should be enabled for NetSuite role that is used for SyncApps connection. 

SyncApps uses the standard form only for updating Handshake external id field so the Standard Form should not be disabled.

You can always use a custom form as your preferred form as in NetSuite, you can have more than one enabled forms.

All custom fields that need to be updated by SyncApps such as Handshake Customer/Product ID must be displayed and editable in the preferred form. If the custom field default access is View please add Edit permission to the role that is used for integration.

Also, SyncApps will not integrate NetSuite inactive or Soft Opt-Out records.

Field Mapping:

Do you have custom fields to map between NetSuite and Zendesk?

Additional Field Mapping is optional in your Sync Profile as basic ticket fields such as subject, description, type, status, priority is already mapped.

Try out in edit mode in your Sync Profile in step 4 which is Field Mapping.

Enable Additional Field Mappings

If you happen to get an error like the one below, then please add 'Custom Event Fields' permission to your NetSuite record to get around this hurdle.

  • Permission Violation: You need the 'Custom Event Fields' permission to access this page. Please contact your account administrator. (Error code: INSUFFICIENT_PERMISSION)

Need NetSuite Customer to Zendesk Organization fields to map over?

See here…

Saved Search Error:

If your NetSuite SyncApps is unable to get a specific saved search ID, which you entered in your profile setup or you have any Custom Record creation issues, then the SyncApps will produce the following errors:

  • Marketing Metrics related error (ERROR Unable to get or create a custom record for email marketing history)
  • A saved search with the internal ID xxx does not exist. (Error code: INVALID_SAVEDSEARCH)

These errors are returned by SyncApps due to one of the following cases:

  • The specified saved search is not a Contact or Customer or Transaction Saved Search
  • The invalid object type is selected in the configuration
  • The specified id is not a saved search Internal ID (Internal ID must be a number)
  • The saved search is not set to public
  • Insufficient permission for saved search or custom records

NetSuite Check:

To quickly resolve this issue with your NetSuite Administrator or on your own, please try these following steps:

  1. Make sure that the saved search type is either Contact or Customer
  2. The saved search object type in the configuration must match the object type of the saved search object Type in NetSuite; otherwise, you will get invalid saved search error.
  3. In the saved search definition, please make sure the "Public" checkbox is checked for the specified saved search. Please also change the saved search owner to the NetSuite username used in your SyncApps setup on Cazoomi.
  4. Please try to run the sync to see if it works, if the error still persists, please proceed with the next steps.
  5. Please assign NetSuite "Publish Search” global permission to the username that is used in SyncApps. Once the permission has been assigned, try to re-run the sync.

If you still get the same error, please try to recreate a new saved search based on the current saved search in your NetSuite account.

You can also try to use another NetSuite username to test.

Employee Error:

Please add "Employee Record" permission.

The Employee Record permission is a part of the Advanced Employee Permissions Enhancements for release 2018.1. The Employee Record permission replaces the Employee Search and Employee Navigation permissions introduced in NetSuite 2017.2.

Roles assigned with this permission, in combination with an employee specific permission, can search for employees and see employee menus (List > Employees) within NetSuite.

12 Dec 2018 14:08:09 ERROR Unable to find support employee for xyz@me.com. You cannot perform this search because you do not have permission to access employee data. For more information,  contact your system administrator. (Error code: USER_ERROR)

Note: Adding permissions to a NetSuite role might not apply immediately so to remove the permission cache you will need to remove the role from the NetSuite user.

Next, save the user then re-add the NetSuite role permission again. Please note it takes up to 24 hours for new permissions inn NetSuite to take effect.

Check out our Subscriber’s Story below on how SyncApps helped them save 100s of hours per year!

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Hope our support was helpful as we strive to provide the best subscriber experience in all integrations.  Feel free to reach us 24/7 here.

Getting Started with Act-On to Zoho CRM

Act-On for Zoho CRM combines the wildly popular Zoho CRM with a fast growing marketing automation company, Act-On.  

You can automate the interactions with your site visitors, email marketing fans and give your small business an edge with Act-On.

View the guide inside our trial with over 10+ pages of notes to get started today as well as check out these Guides to see how to integrate Act-On Lead Score back to CRM and Lead Status to NetSuite.

Act_On_integrated_to_your_CRM_in_minutes_not_months.png

 

 

How can I map a multi-select field from CRM to Mailchimp?

Subscriber:

I have a multi-select field in NetSuite called "Registered Club" which I want to map to Mailchimp. My ultimate goal is to drive segmentation from NetSuite to Mailchimp easily for automations we have on our Audience.

I understand that the Mailchimp Audience cannot have a multi-select field. I have read a blog post which addresses the issue:

The answer says to "note in Mailchimp you will need to map each value to the CRM value of the pick-list since Mailchimp does not have this multi-select concept."  I do not understand what the process is.
In NetSuite, the field "Registered Club" has values such as "Abbotsford" "AFC - Albion FC " etc.

How would I map each value to Mailchimp? I can only see how to map one-to-one.

Cazoomi:  Yes, correct as Mailchimp does not support multi-select so you can map the "Registered Club" field to an individual Mailchimp text field. SyncApps will then sync it as comma-separated text like [Abbotsford, AFC - Albion FC].

Steps to get this setup:
Use 1 Text type merge tag, not a dropdown field but text field for "Registered Club".

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Next, in SyncApps, go to your integration. While in Edit Mode, head to Step 4 of the Field Mapping area. Map the Multi-Select field in NetSuite to the Mailchimp merge tag just created as an individual text field.

Makes sense? Be sure to Reset Sync Process once done and ReSync.

If you need any assistance, be sure to reach out to our 24/7 Support Team now.

Marketing List - Updates

Enhancement Release Features 2015-2019

Most up-to-date release here...

  • Enhancements to large volume data processing, lead score & custom field mapping retrieval, has been built into Cazoomi Marketing List.  

The enhancements to large volume data processing allow our large list of subscribers to quickly move lists from Salesforce to their Marketing Automation solution of choice more efficiently. 

  • Add/Remove feature enhancements for Campaign/List membership in CRM to Marketing Automation Lists/Groups/Categories.

This enhancement adds SyncApps add/remove features with the use of Salesforce Campaigns to your Marketing Automation solution of choice.  If using Salesforce Campaigns, you can now automatically manage if a subscriber is added/removed in your Marketing Automation Lists/Groups/Categories back to Salesforce Campaigns or a Cazoomi Marketing List.

  • Storage limits in Salesforce enhancement

Only Campaigns selected in a Sync Profile (if using Campaign as List feature) will be tracked in the Campaign Member History object. Previously all Campaign Members removal are recorded so caused some storage issues.

Version 1.38 - August 2015 - 2018

  • Enhancement to 10,000 records maximum limit in a VisualForce page copied from a Salesforce Campaign to a Cazoomi Marketing List 

  • Unlimited records allowed to be added to a Cazoomi Marketing List from a Salesforce Campaign

Version 1.37 - July 2015 

  • Enhancement for Storage issues on Salesforce. Now only Campaigns selected in a Sync Profile (if using Campaign as List feature) will be tracked in the Campaign Member History object [Previously all Campaign Members removal are recorded so caused some storage issues]

Version 1.36 - April 2015 

  • Spring Salesforce Updated version released

Version 1.35 - 08 Sept 2014

  • Remove All button enhancements for easy Campaign/List membership control in CRM to Marketing Automation Lists/Groups/Categories

Version 1.34 - 18 Aug 2014

  • Enhancements to field mapping retrieval 
  • Remove All button added for easy Campaign/List membership control in CRM to Marketing Automation Lists/Groups/Categories

Version 1.29 - 30 Dec 2013

  •  Enhancements to large volume data processing, lead score, custom field mapping retrieval
  • Add/Remove feature enhancements for Campaign/List membership in CRM to Marketing Automation Lists/Groups/Categories

Version 1.27 - 23 Dec 2013

  •  Enhancements to search criteria for large list customers (100k+)

Version 1.24 - 16 Nov 2013

  •  Enhancements to search and official AppExchange Listing Approval

Version 1.21 - 20 Aug 2013

  •  Enhancement to add/remove (EmailOptOut) SyncApps tracking campaign member

Version 1.18 - 29 July 2013

  • Person account contacts searchable using contacts option
  • Corrected search error issue for the multi pick-list field

Version 1.16 - 29 June 2013

  • Added some enhancements on Campaign as List sync

Version 1.15 - 17 June 2013

  • Fixed ViewState error issue to allow up to millions of records in Campaigns to be copied to a Marketing List

Version 1.13- 2 May 2013

  • Changed search result criteria for better search
  • Added record counts per list (Lead and Contacts total subscribed fields)
  • Updated campaigns drop-down in add members page to display all campaigns per page with the scroller

Version 1.12- 6 Feb 2013

  • Modified Visualforce requirements 

Version 1.11 - 12 Dec 2012

  • Changed maximum search result in add member page from 1K to 10K records
  • Updated campaigns drop-down in add members page to display active campaigns only

Version 1.10 - 3 Dec 2012

  • Added support for adding members directly from Salesforce Campaigns 
  • Added support searching contacts/leads using DateTime/Date Literals

Version 1.9 - 13 Oct 2012

  • Fixed error when searching for contacts/leads using Boolean field criteria.
Would like to sync all Contacts based on their Account criteria. Possible?

Subscriber:

We track accounts as companies in Salesforce and want to sync to Constant Contact. Each account may have multiple contacts. Would like to sync all contacts based on their account criteria, ex: "sync all contacts where account: status = 'active.'" The account.status is a custom field at the account level. Possible?

Cazoomi:

On your requirement, yes, you can do it but first, have some Salesforce work to do (1 hour).  If you select Accounts as the Object Type to Sync, it might work but don't think that is the right approach for 1 Account to many Contacts.

You can just use Contact as the Object Type to Sync and filter Contacts with Account status "active" as you will just need to surface this field also on each Contact which should be easy enough to do using formula fields. (link to Pardot article on it is great)

Contact    Lead    Account

Enable Filtering and Segmentation

Filter records from Salesforce to Constant Contact

Filtering settings are optional. If filtering criteria are specified then only records which match the specified filter criteria will be synced from Salesforce to Constant Contact.

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Subscriber:

WORKING!

OK, here are the steps;

1. Expose the account field at the contact level; create a custom field called Account Status on contact, data type = formula, formula = ‘TEXT(Account.Status__c)’. The TEXT() part is important as my Status__c field is a pick list which won’t work as a custom field without the TEXT()

2. In SyncApps select Object Type ‘contact’ (everything appears to work if you select Account as suggested but then it only grabs one contact per account, selecting at the contact level is the correct way – which makes perfect sense)

3. In step 5 of the Sync Profile Setup, enable filtering, and you will see the exposed account field as a contact formula field as set up in step 1 – “Account Status (Account_Status__c)”

Works perfectly – multiple contacts are synced per account, previous unsubscribes are obeyed – simply great.

Thanks for all your help pointing me in the right direction here!!

Another happy customer!

How to choose the correct "Campaign Response Sync Mode" to bring back Campaign metrics to Salesforce

 

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Sync Campaign Response means that we will bring back the metrics to CRM from your Marketing Automation solution such as opens, clicks, bounces, forwards, and clicked links from any marketing sent to the List named in Step 2 of your integration.

Here is a video on how to place the fields above in Salesforce (Constant Contact example)

 

SyncNotes:

For Salesforce Campaign Member Status we always sync with the latest status, one of the following:

  • Clicked:  If the recipient clicked 
  • Opened: If the recipient opened
  • Bounced: Email Bounced
  • Unsubscribed: opted out an email campaign
  • Sent: If the recipient is a member of the Email Marketing Campaign and none of the above statuses applied.

Note: Mailchimp API does not have an efficient way to update for "Sent" in the Campaign Member Status for Automation Campaigns (not regular Email Campaigns) as Mailchimp does not give timestamp when the actual sending is done. This status is not always 100% exact. 

5 Types of Campaign Response, or Marketing Metrics to choose from!

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Create Salesforce Campaign

  • This option will create a Campaign in Salesforce from your Marketing Automation solution with the Campaign Members in it together with the individual Campaign Metrics. See the fields we create and layouts needed to place each on here.

Reymar_Ocero___Salesforce.pngEmail_Campaigns_History___Salesforce.png

Create Salesforce Activity 

  • If this option is selected then each event such as Opening, Clicking will create a new Activity (Task) in Salesforce. Also, an option for tracking URLs clicked and sent the event as Tasks.

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  • By default clicked URL is synced to the activity description field.

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If you need to sync it to a specific custom field say, for example, "Clicked URL" you will need to create a new Task/Activity custom field and map it in SyncApps.

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Regarding any Activity Task subject naming convention, currently, SyncApps will follow the following logic:

If an Activity status is not mapped then status (opened, clicked, etc) will be added to the task subject

Example: Clicked email campaign: Test campaign 1

If an Activity status is mapped to a custom field then the status is not added to the task subject

Example: Email campaign: Test campaign 1

Note: Email Event field will not be populated because events are already recorded as activities.

Create Salesforce Campaign + Activity 

  • This option is a combination of Option 1 and Option 2. 
  • IF Campaign + Activity mode is selected then the Email Event field will not be populated because events are already recorded as Activities in Salesforce.

    If wanting to have Email Events (Clicked URLs) populate the Campaign History in Email Events then only selecting Create Salesforce Campaign as Mode for Campaign Response will do the trick.

Create Contacts or Lead Notes 

  • If using this option then no extra field placement is needed. We will sync back your Email Campaign(s) to Salesforce Notes and in addition, add an attachment of the Email sent to Leads and Contacts. 

  • Please note for the Email Attachment, Salesforce Storage will be used as well so make sure you have storage available.  (Designed for Financial Institutions, Insurance Agencies, Banks and others for compliance reasons)

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Create Salesforce Campaign Only (No Campaign Member)

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  • This Option will create a Campaign in Salesforce from your Marketing Automation that has the total number of Campaign Metrics from a specific Campaign.  This will not sync Campaign Members which will save tons of Salesforce storage
  • To set up fields to see the total number of Campaign Metrics or the Summary please see this article linked.

After selecting the preferred Campaign Response Sync Mode in Step 1 of the Sync Profile, next, you can map the totals for the Campaign Response fields in Step 4 for the Campaigns you send out back to Salesforce.

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Check out our subscriber's story here on how SyncApps helped them save 100s of hours per year!

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Unprocessed and filtered records

SyncApps will only sync specific records that do not contain these Group/Role email addresses. Reason for this is that these are not "person" emails because they might cause spam complaints and blacklisting. 

To read a deep dive why Constant Contact and others do not send to these addresses read here.

These are the following Group/Role email addresses that SyncApps will ignore when Filtering feature is enabled:

  • abuse@
  • admin@
  • all@
  • everyone@
  • ftp@
  • investorrelations@
  • jobs@
  • marketing@
  • media@
  • noc@
  • postmaster@
  • prime@
  • privacy@
  • remove@
  • request@
  • root@
  • sales@
  • security@
  • spam.*@
  • subscribe@
  • usenet@
  • users@
  • uucp@
  • webmaster@
  • www@
  • @yahoogroups.com
  • @googlegroups.com
  • noreply@
  • @example.com

Note:

If you are syncing any @yopmail emails with your email marketing this will cause errors to appear as Mailchimp and others have banned this domain so to avoid any errors just set up a filter in SyncApps with "Email does not contain @yopmail.com" criteria in your Sync Profile.

Cazoomi Answers and Best Practices

We're always working to deliver best practices around SyncApps that are relevant to your business. Now you don't have to look any further than Cazoomi Answers for up-to-date SyncApps advice and integration tips.

Getting Started