Conversica receives leads through Salesforce Campaigns that are synced with your Conversica conversations. This article will review:
- Syncing a Salesforce Campaign to a Conversica Conversation
- Conversation Setup
Syncing a Salesforce Campaign to a Conversica Conversation
Conversica recommends setting up a brand new campaign in Salesforce when syncing the campaign to the Conversica system. The newly created campaign should not contain any leads or contacts and should be marked as active. Adding leads before syncing to a Conversica Conversation may result in some leads not being picked up. When naming your campaign, choose a name that explains what Conversica conversation the campaign is synced to and that the campaign is for Conversica.
Ex. Reengage: Example Campaign 123
*The max number of SFDC campaigns supported is 420
*Conversica will automatically pick up on campaign name changes, this does not affect a campaign's sync with Conversica
Create a Campaign in Salesforce pertaining to the lead segment we are targeting. To do this, click on the "Campaigns" tab then "New" as shown below. A good practice is to include the conversation type. (Ex. Reengage: Test Campaign 123)
Access the Conversica Dashboard by clicking on the Waffle > View all > All Items > Conversica
Note: Make sure you are selecting Conversica from the "All Items" section and NOT the "Apps" section
Note: You can also add a Conversica shortcut tab to bypass these steps. If you don't know how, please reach out to your Technical Account Manager
Once in the Conversica environment, go to the Conversica Dashboard and hover over the Conversations tab. From the drop down menu select Conversation Editor
Hover over the desired conversation and click "Add Contact List"
Select the contact list ID or Name you created (You may need to hit refresh first to populate the newly created Campaign) then click "Add Contact List"
Input variables into the dynamic fields of the conversation by clicking "View Messaging" (Make sure that you are in the correct conversation and that the contact list name is correct) Some conversations have minimum required variables that must be filled out before it can be active. Feel free to take some time and play around with these variables to set the desired outcome. If you have questions don't hesitate to reach out to your Customer Success Manager or Technical Account Manager.
Once the desired variables are filled out and you are ready to activate the contact list click on the down arrow showing "Inactive" and select "Active". Once this contact list is set to Active, leads that are added to the campaign in Salesforce will be worked immediately (Can take up to 10-15 min to start seeing messaging)
Note: Remember, leads are added AFTER we activate the account
You are now ready to add leads to the newly created Campaign in Salesforce. See How To Use Your Test Lead Token (Salesforce) for next steps