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 

Resources

Sendoso Shares How to Deliver Stand Out Experiences Across the Buyer’s Journey

Activate Demandbase data within Sendoso

Reviews

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Details

Category

ABM Platform

Partner Type

Integration