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Act-On Software

Associating a Webinar with a Salesforce Campaign

 

Learn how to connect your webinars with your Salesforce campaigns.

Existing Salesforce campaign

  1. Click on Automation in the header menu, and select Webinars.
  2. Click on the name of the webinar.
  3. Click the Salesforce Campaign button or link.
  4. Click the Change button.
  5. In the Salesforce Campaign Setup dialog box, use the drop-down list to select an existing campaign from your Salesforce account.
  6. Check the mapping of Act-On Status Values to Salesforce Status values, and make any adjustments necessary.
  7. When you're satisfied with your changes, click the Save button.

New Salesforce campaign

  1. Click on Automation and select Webinars.
  2. Click on the name of the webinar.
  3. Click the Salesforce Campaign button or link.
  4. Click the Change button.
  5. In the Salesforce Campaign Setup dialog box, use the drop-down list to select [New Salesforce campaign].
  6. Enter a campaign name and click Save,
  7. Select an existing campaign to add members with the appropriate status values,
  8. Click OK to confirm the addition of the new campaign members.

Change the Salesforce campaign

  1. Click on Automation, and select Webinars.
  2. Click on the name of the webinar associated with a Salesforce campaign.
  3. Click the Salesforce Campaign button.
  4. Click the Change button.
  5. In the Salesforce Campaign Setup dialog box, use the drop-down list to select an existing campaign from your Salesforce account.
  6. Check the mapping of Act-On Status values to Salesforce Status values, and make any adjustments necessary.
  7. Click the Save button.

Other details

Note: Act-On uses four status values to track webinar invitees: Initial (before an invitation has been sent), InvitedRegistered, and Attended. Salesforce uses only two status values: Sent (regardless of whether the invitation has actually been sent) and Responded.

If you accept the default mapping, pushing Act-On status information will mark Invited contacts as Sent in Salesforce and Registered contacts as Responded. It won't change the Salesforce status of contacts that are in the Initial and Attended states in Act-On. As a result, you won't be able to tell (in your Salesforce account) whether a campaign member has actually been invited (because all campaign members start out with the Sent status), and you won't have any indication in Salesforce that a campaign member has attended the webinar.

For best results, you may want to map Initial and Attended to [New], so that Act-On will add these status values to your Salesforce campaign and mark campaign members to match their Act-On status with respect to the webinar. Act-On updates the Salesforce campaign by adding any new status options.

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