You can create a campaign in Thrive Marketing Enterprise and then connect it to Salesforce so that, when the campaign runs:

• any new database records that are added in Thrive Marketing Enterprise can also be automatically added to Salesforce, and
• the two database-specific records will be automatically connected to each other for simpler record management!

Several steps are necessary in order to take advantage of this functionality.

Overview

This article describes how to:

• create a field in Thrive Marketing Enterprise;
• map the Salesforce-to-Thrive Marketing Enterprise relationship for that field;
• create a group in Thrive Marketing Enterprise;
• retrieve the Campaign ID from Salesforce;
• create a Thrive Marketing Enterprise campaign; and
• connect the campaign to Salesforce so that new records can be simultaneously created in both, via a single campaign

Prerequisites

The process that is described in this article assumes:

• A Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise) account in which Marketing Automation and Lead Scoring Campaigns are enabled
• The Salesforce integration for Thrive Marketing Enterprise is operational
• The Salesforce user that is configured for the integration is at least a Standard User with access to Leads
• An existing Salesforce campaign

Process overview

This section provides a high-level look at the steps in this process.

• Create a field in Thrive Marketing Enterprise
• Map the Salesforce-to-Thrive Marketing Enterprise relationship for that field
• Create a group in Thrive Marketing Enterprise
• Retrieve the Campaign ID from Salesforce

Prepare your databases

When you configured your Thrive Marketing Enterprise integration account, one of the items added in this configuration was managing which fields are populated when records are created in Salesforce. It is important that you decide which fields uploaded to Thrive Marketing Enterprise should be populated in Salesforce for Leads and Contacts.

NOTE: Do NOT create a Required field in Salesforce without also setting a default value for that field.

Create a Custom Field in Thrive Marketing Enterprise

Create a Custom Field for Contacts from your Salesforce database.

NOTE: Custom Fields have a limit of 100 characters. If this field in Salesforce requires more characters than that, create this as an Enhanced Field, instead (click Enhanced Fields in the upper right of the Create Custom Fields page).

1. Access the Admin interface.
2. Navigate to Contacts > Tools > Custom Fields.
3. In the Field Name column of a Custom Field, specify a descriptive name (e.g., Salesforce Contacts) for the field.
4. Click Submit.

Create a group in Thrive Marketing Enterprise

The group name should clearly indicate the purpose of the group.

1. Access the Admin interface.
2. Navigate to Contacts > Groups.
3. Click the plus icon to the right of the page title.
4. In the dialog, specify a name (e.g., Real Magnet Upload) for the group and, optionally, select a folder; then click Create.
5. Review the list and make sure your new group is listed.

Map the field relationship

Map the Salesforce field to the new field in Thrive Marketing Enterprise.

1. Access the Admin interface.
2. Navigate to Campaigns > Salesforce Integration.
3. Select the Salesforce object in the teal box under Map Real Magnet Fields to Salesforce Fields; this will either be Leads or Contacts.
4. Click + add another field.
5. Select the Thrive Marketing Enterprise field that you want to map to.
6. Select the corresponding Salesforce field.
7. Click Apply Mappings.

Retrieve the Campaign ID from Salesforce

You should have a campaign created for this purpose. The campaign should:

• be active and
• have a name that reflects its purpose.

NOTE: If you have not already created a Salesforce campaign, create one now and then return here.

1. Click on your Salesforce campaign.
   The campaign's unique ID displays in the address bar of your browser.
2. Copy this ID and paste it into a text editor because you will need this ID later.

NOTE: This ID will vary depending on whether Lightning has been enabled in Salesforce, as shown below.

Salesforce Lightning


Salesforce Classic

Create a Thrive Marketing Enterprise campaign and connect it to Salesforce

This section details how to create a Lead Scoring Campaign in Thrive Marketing Enterprise and then connect that campaign to Salesforce.

1. Access the Admin interface.
2. Navigate to Engagement.
3. In the text field under the page title specify a name for the campaign; click Create New.
4. On the Create Campaign page, select the industry your organization belongs to. The information in How do I know which campaign to choose? will update based on the chosen industry.
5. Click the Campaign Type dropdown on the right, select Lead Scoring, and click Select.
6. Select who is in the campaign. In this example, select:

• • Contacts in a group from the dropdown
  • The group (e.g., Real Magnet Upload) that you previously created for this campaign
  • The ONLY contacts who are added to a group AFTER the campaign starts radio button

7. Define the Scoring Rules.

• • Specify the number of points that contacts will receive when they are added to the group during this campaign.
    NOTE: It doesn't matter how many points are assigned now, unless you're creating a workflow in which some contacts (such as those who meet a goal) receive a different number of points, in which case, you'd create additional scoring rules.

8. Create a Threshold.

• • Click + Threshold Rule and then specify the number of points at which the selected action (choose Give a tag) will be applied to contacts.
    NOTE: This value must match the Scoring Rules number of points. If you have a single rule, this will be whatever value you entered; if you've created multiple rules for the purpose of only creating lead records that have been vetted, enter this value for the threshold.

9. Connect this campaign to Salesforce.

1. 1. Check Connect this campaign with a specific Salesforce campaign.
   2. Paste/specify the Salesforce Campaign ID that was retrieved in the previous section.
   3. Select Create new records for this campaign in Salesforce.
   4. Select whether you would like to create Leads or Contacts.
   5. Check which thresholds you would like to include; there should be only one for this example.
   6. Add a Threshold Label; this will be set as the record's Campaign Status in Salesforce.

10. Click Next.
11. Review your Campaign. An example is provided below.

12. Click Next.
13. Select the appropriate radio buttons to schedule your campaign. 

1. • Start Campaign: select your preferred option.
   • End Campaign: select End Manually.

14. Click Deploy Campaign, and click Yes at the confirmation prompt.

Campaign Status

The page now displays the status of the campaign, which depends on which Start Campaign option was selected. The status will be either:

• deployed and start pending with a "cancel" option, or
• running with "stop" and "updates" options.

When your campaign starts, any new record that is added to the Thrive Marketing Enterprise group will also be created in Salesforce (provided this is a new Salesforce record as determined by there not being a matching email address).

NOTE: Email address is the recommended key field for an integration.

Track your results

Use the Thrive Marketing Enterprise Marketing Automation tools to track the individuals in the campaign in Thrive Marketing Enterprise.

To track the records that get created as a result of the campaign, focus on the Campaign Members in Salesforce.

Related articles

• Create & Edit Engagement Campaigns
• Manage Your Engagement Campaigns
• Integrating Marketing Automation Campaigns with Salesforce