3 Replies Latest reply on Aug 23, 2017 12:42 AM by Vineet Nag

    SFDC campaign/engagement program sync question

    Peter Kim

      Hey everyone,

      Had a quick question...if I have an engagement program synced to a campaign in Salesforce, would any contact that gets added to the campaign also be eligible to receive content via the engagement program's active cadences?

       

      I would assume that just being a member of the program (via the SFDC campaign sync) would not automatically make the contact eligible to receive emails during the next scheduled cast but instead can only be sent the emails if they run through an additional flow step like:

      Add to Engagement X and Stream 1

       

      Is this indeed the case?

       

      Thanks

      Peter

        • Re: SFDC campaign/engagement program sync question
          Ruchi Lapran

          Hi Peter,

           

          That's correct. You'll have to use a trigger Added to SFDC Campaign and flow step Add to Engagement Program, Stream 1 or any and the cadence will work its way down.

           

          Hope this helps!

          • Re: SFDC campaign/engagement program sync question
            Greg Sanders

            Hi Peter,

            In Product Docs, on the page titled 'Add People to to an Engagement Program' there's this bullet point:

            If you are using Salesforce as your CRM and have a Salesforce campaign tied to your engagement program, adding someone to the Salesforce campaign on the CRM side will also make them a member of the engagement program.

             

            My testing confirms that a person added to a Salesforce campaign tied to a Marketo Engagement Program is added automatically to the engagement program and by default is added to Stream 1.

             

            So, if I understood your question correctly, it appears anyone added to a Salesforce campaign tied to an engagement program will receive that program's next cast. There's no need to create a trigger to place the person in Stream 1.

             

            Greg

            • Re: SFDC campaign/engagement program sync question
              Vineet Nag

              HI,

              The leads are not added to engagement program,they are just added to salesforce campaign and the leads which are added to salesforce campaign are not added to the engagement program's active cadences.You can use a trigger Added to SFDC Campaign and flow step Add to Engagement Program

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