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Act-On Software

Creating a Salesforce Campaign from Act-On

AUDIENCE:  Administrators, Marketing Users

OBJECTIVE: Learn how to create a Salesforce campaign when pushing your Act-On list to your Salesforce account

Marketing lists, form submissions, and webinar lists in Act-On can be pushed to your Salesforce account to create a new Salesforce campaign.

Follow the steps below:

  1. Hover over the desired list, click the drop down arrow Import/Export > Push to Salesforce.
  2. Select the checkbox to Push to Salesforce.
  3. Choose the appropriate fields to push and indicate whether you'd like to add new records as leads.
  4. Select the checkbox to Push to a Salesforce Campaign.
  5. In the drop-down list, select Create New Salesforce Campaign. Provide a name and select if you want to determine the campaign member status.
  6. Click Save to save your settings. You may also set up a schedule to push new records in the list to the campaign on a regular basis.
Note: If you wish to set up custom campaign member statuses, this needs to be completed within the Salesforce campaign itself.
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