Knowledge Base > Salesforce > Synchronizing campaign members to inwise and receiving analytics

in Salesforce

 

In this section we will learn how to synchronize the members of the campaign that we have added to inwise, and after sending, how to get analytics back to Salesforce.

1. In Salesforce campaign screen, after adding campaign members click the ‘Sync members to inwise’ button.

2. You will receive a message that the synchronization has started, press OK.

3. Pass to your inwise account and click on “Contacts” in the main menu bar on the left. You can see that a new contact group was created with the same name as in your Salesforce account.
By Clicking on “Campaigns” in the menu bar will open the campaigns list,  you can see that a new campaign is created with the same name as in Salesforce.

4. You can now edit and design the campaign by clicking on the ‘edit’ button under the new campaign.
Email Campaign Design Guide
SMS Campaign Design Guide

5.  In order to import/pull statistics from inwise campaign to Salesforce (total amount of openings, clicks, etc.), go to your Salesforce account and click on the “Get campaign statistics from inwise” button.

Get campaign statistics from inwise

6. Statistics  in Campaign member level (individual level who opens, click, etc.) will be automatically imported every round hour and will be displayed in inwise module under the same campaign in Salesforce. More information on this in the guide.

7. To import/pull analytics manually, you can click the “Get Members Actions From inwise” button.
* Please note, this action sometimes takes a few minutes *

Get Members Actions From inwise

 

 

Example of campaign member statistics in Salesforce campaign: