Automate gifting campaigns through the &Open to Salesforce sync. Whenever a contact is added to an SFDC campaign, we'll synchronize the contact into a gifting campaign and send them a gift invitation email.
The &Open + Salesforce integration enables you to:
Sync gifting activity, gift links and information like what gift a recipient chose back to Salesforce.
Avoid using CSV files to power your gifting campaigns by connecting SFDC directly to your gifting platform and use this as your data source.
Gift users automatically by using Flows to trigger gifts based on changes that occur in Salesforce.
Ways to use the integration
Gift directly from Salesforce Allow your team to send any number of approved items directly from their Salesforce instance for a personalized one-to-one experience without leaving their current workflow.
Automate your gifting Close deals faster by automatically sending a gift once an opportunity status changes, always ensuring a personalized experience for your prospect, while taking the task off your sales team’s plate.
Sync your Salesforce Campaigns Automatically send gift invitations to all campaign members, and track their status in either SFDC or on the gifting platform, as all information is kept in-sync between them.
View ROI details on every campaign Measure your gifting programme success by using Salesforce’s analytics dashboards, with gift redemption data synced from &Open.
Read more: Visit our Notion site to see more details of this integration.
You can automate the updates of your Contacts in Salesforce when gifts are sent, redeemed or delivered to them, which is useful in generating impact reports for ROI.
If you want to automate sending of gifting campaigns through Salesforce campaign sync, follow our instructions on getting set up. Whenever a contact is added to an SFDC campaign, we'll synchronize the contact into a gifting campaign and send them a gift invitation email.
You can configure Salesforce yourself and then send the details to your CSM to enable this integration.