Sitecore Salesforce Connector I Push Sitecore EXM Analytics to Salesforce Contacts and Leads

Sitecore for Salesforce EXM

The S4S EXM module integrates Sitecore Email Experience Manager (EXM) with Salesforce. S4S EXM surfaces Sitecore intelligence, engagement analytics, and email response information in Salesforce. Armed with this intelligence, the sales team can create targeted campaigns, schedule personalized follow-up emails, and learn about how recipients respond to emails.

S4S List Builder can be used to populate Sitecore EXM with a target audience list.

About S4S EXM

Sitecore EXM tracks and closely scrutinizes the journey of individual email recipients at all stages of a Sitecore campaign including their click-through behavior on the website (pages visited, goals reached, and much more). The S4S EXM module pushes this detailed information to the recipients' individual Salesforce record for evaluation and reporting. S4S EXM provides closed-loop visibility so the effectiveness of email campaigns can be measured and future campaigns adjusted accordingly.

Sitecore Contact Lists must initially be populated with S4SLB (included with S4S)
Emails are dispatched to the List using Sitecore EXM
S4S EXM uses S4S to push Sitecore xDB email analytics to Salesforce lead and contact records
If a Sitecore Contact List originates from a Salesforce Campaign (not a Report):
- If an email recipient opts out of a campaign, the status is updated in the Sitecore EXM section of the Salesforce lead or contact record
- If email recipient opts out of all campaigns the standard opt-out status is updated in the Salesforce lead or contact record

Usage Example

S4S EXM works with the S4S List Builder (S4SLB) to deliver full round trip reporting of email delivery. A typical process is:

Salesforce operator creates a campaign or report that includes the email recipients
Sitecore marketer opens S4S List Builder in the Sitecore Launchpad and imports the Salesforce list. A new Sitecore Contact List is created
Marketer creates a Sitecore email campaign and attaches the Contact List to the campaign
Marketer dispatches the email to the Contact List
Individual recipients receive emails
The recipient behavior is tracked in Sitecore analytics
S4S EXM regularly pushes the analytics to individual contact and lead records in Salesforce
Salesforce operators can view the response of each individual and run reports to view the success of the email campaign

Technical Information and System Requirements

S4S EXM requires Sitecore 8.2 or above. For more details about this module please see the installation documentation.

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Sitecore Salesforce Connector EXM Module

Sitecore for Salesforce EXM

About S4S EXM

Usage Example

Technical Information and System Requirements