Sendoso + Demandbase
Use sales and marketing insights from Demandbase to automate sends based on engagement.
How It Works
From the Sendoso side:
- Go to touches page: https://app.sendoso.com/touches
- Create New Touch
- Choose Send Type>Items to Send>Next Step
- Enter Touch Name>Set Touch Type to “Triggered”>Choose Funding Source>Next Step
- Choose Demandbase>Next
- Setup Trigger>Trigger Based On “Member added to Salesforce Campaign”>Choose Campaign>Next
- Map Recipient Address Information for Leads and/or Contacts>Next
- Edit Template with Custom Message (Set up note that goes out with package)>Save
- Choose who will receive Send/Delivery Confirmations and Error Alerts>Next
- Choose the Campaign we want to track status updates/ROI tracking to (Same as trigger campaign) and map statuses
- Additional Salesforce Tracking>Map Total $ Spent on Campaign to Campaign Object - Actual Cost in Campaign>Next Step
- Select Finish
From the Demandbase Side:
- Identify a list of people who you’d like to take action with, check all that apply.
- Take Action > Salesforce Campaign > Choose “Sendoso-Demandbase Q2 2020 Cupcakes”
- OR set up rules to populate campaign https://docs.engagio.com/en/articles/409-add-to-salesforce-campaign
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Partner Type
Integration
