Update Campaign Member Status in SFDC for Ad Engagement

gracev
gracev Posts: 1 ✭
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Help! We track ad engagement on the account level in Salesforce with the campaign object and update the campaign member status accordingly - (i.e. Enrolled is default status and means they were reached in a campaign; Impressions received ad impression; Clicked is responded status and means an ad was clicked). The Salesforce campaigns are specific by type (i.e. Vertical, Competitor Takedown, etc.) so we can easily see in Salesforce which campaigns an account is a part of and the level of their engagement, plus there is a date stamp of when their campaign member status changed showing when the engagement happened.

How can we use Workflows (or Orchestrations) to update the campaign member status in Salesforce based on their 6Sense advertising data? Is this possible? We are new to 6Sense (~2 months) and still working on getting everything set up.

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  • Jana_Marketing_Maven
    Jana_Marketing_Maven Posts: 81 ✭✭✭✭✭✭

    As far as I know, right now Orchestrations does not allow you to pick a campaign status in SFDC. Here's what I have found works for me:

    1. Orchestration created for each campaign status you want.
    2. Run the orchestration manually
    3. Go to campaign and update status from Default to whatever you need the status to be.

    Unsure if this will work for the way you're working. If I understand you correctly, all accounts are already associated to the campaign at the beginning, then you want to update status based on their behavior (shown ad, clicked, etc). We haven't been able to make even our MAP system update a campaign member's status so it always reflects the first touch of a given campaign. You might be able to run a report in SFDC based on segment name from 6s and then use that to update the campaign status of those accounts - but I am not sure.

    Hope that helps in some way!

  • Kevin Ascher
    Kevin Ascher Posts: 17 ✭✭✭✭

    What specific kind of 6Sense advertising data? Taking a guess here, you can create 6S segments based on engagement and then push that Segment Name value over to Salesforce at the Account level. Such as Acme company is in the "Spring Promotion - Engaged" category.

    This can only be done at the Account level, not individual Contact or Lead - but sounds like you already have that covered for ad impressions and clicks.

    On the Salesforce side, you can create Flows to update Campaign Member statuses based on Account changes, if that supports your business requirements.

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