This article provides instructions on how to integrate your Salesforce account with the marketing automation campaigns that are used in your Higher Logic Thrive Marketing Enterprise (Thrive Marketing Enterprise).

Higher Logic Support will assist you with the integration. To contact our support team, create a case.

NOTE: This article references Real Magnet and RM. Real Magnet is a previous name of Thrive Marketing Enterprise, which continues to use legacy settings under that name.

Why integrate marketing automation campaigns?

Thrive Marketing Enterprise marketing automation campaigns are a powerful marketing tool that your sales team can use to see prospects' campaign responses and then strategize how best to engage them. All of this is simplified by having campaign-interaction data written to your Salesforce account.

One benefit of this integration is that you can set up Lead Scoring campaigns which assign a point score to campaign members. Sales personnel can rank prospects based on their point score and effectively prioritize them for follow up.

Installation details & requirements

This section details the installation's pre-requisites, as well as changes that will be noticeable in your Salesforce interface after the integration.

Pre-installation steps

Below is information that you should review in order to ensure a successful installation.

NOTE: The integration is compatible with the Unlimited, Enterprise, and Professional editions of Salesforce only. Be sure your Salesforce is one of these editions.

The installation requires Salesforce Systems Administrator permissions for the account. If you don't have these permissions, contact someone in your organization who does.
The login credentials that are passed to Thrive Marketing Enterprise are a Salesforce Standard User License. (Learn about Salesforce standard user licenses.)
This installation requires that the Basic integration, version 1.3 be installed in Salesforce.
- If you don't have this installed, follow the steps in the linked article.
Note your Salesforce username and password; you'll have to input these in Thrive Marketing Enterprise.
Provide the following to your Implementation Project Manager or Support team representative: Salesforce User Name, Salesforce Org Name, and Salesforce Org ID. A Support agent will map to them your Thrive Marketing Enterprise account.

Changes in Salesforce

The table below describes the changes that will occur in Salesforce as a result of installing the integration with Thrive Marketing Enterprise marketing automation.

Element	Type	Definition	Pages
RM Last Activity	Field	Latest event in Thrive Marketing Enterprise that contributed to the RM Lead Score.	Lead Detail Contact Detail
RM Lead Date	Field	Date of the latest score update by Thrive Marketing Enterprise.	Lead Detail Contact Detail
RM Lead Score	Field	The current RM score for that recipient. Thrive Marketing Enterprise users specify which campaigns contribute to this score.	Lead Detail Contact Detail
Real Magnet Ignite	Embedded Report	The recipient's Thrive Marketing Enterprise activity history report.	Lead Detail Contact Detail
Report in Real Magnet	Button	Opens the campaign's tracking reports in Thrive Marketing Enterprise.	Campaign Detail
Real Magnet MA	Tab	Displays lists of Leads and Contacts based on Thrive Marketing Enterprise fields.	Dashboard
Hot Leads	List View	Leads by RM Lead Score, in descending order.	Lead tab
Hot Contacts	List View	Contacts by RM Lead Score, in descending order.	Contact tab

Step 1 - Install the integration package

If you've reviewed the Installation details & requirements, you're ready to begin installation.

Go to https://login.salesforce.com/packaging/installPackage.apexp?p0=04tj0000000D59d.
In the window that resembles the one below:

Click Install for All Users. (If your organization has SOPs for installation, follow those steps.)
Click Install.

Step 2 - Map lead fields to contact fields

The installation adds several fields for Thrive Marketing Enterprise data to your Salesforce Leads. This step maps the fields to the corresponding contact fields so that data is not lost when leads are converted.

Go to Setup > Customize > Leads > Fields.
Under Lead Custom Fields & Relationships, click Map Lead Fields.
On the Lead Conversion Field Mapping page, click the Contact tab.

Map Lead Fields to Contact Fields as shown below.

- RM Last Activity - select RM Last Activity.
- RM Lead Date - select RM Lead Date.
- RM Lead Score - select RM Lead Score.

Click Save.

Step 3 - Make Thrive Marketing Enterprise information visible in Salesforce

Follow these steps so that your Salesforce users can:

see the latest data that has been provided by Thrive Marketing Enterprise for your leads and contacts, and
use the Send to List View functionality.

IMPORTANT: This step is a required for Professional Edition. Professional Edition will synchronize data only if the fields are added to the page layout.

Users with Enterprise or Unlimited Edition have additional options.

As part of the installation, Thrive Marketing Enterprise adds a Lead Layout and a Contact Layout, with the fields already added. You can make these layouts the default views for all profiles.
You can follow the process below to add the fields to your existing layouts, including any custom layouts you have.

Go to Setup > Customize > Leads > Page Layouts.
Click Edit next to Lead Layout.

Drag RM Lead Score, RM Lead Date, and RM Last Activity to the page layout where you would like them to appear.

Click Canvas Apps and drag Real Magnet to the page layout where you would like the Real Magnet Activity History section to appear.

In the Real Magnet section you just added, click the Properties icon (looks like a wrench).

Change Height to 500px, check the Show Scrollbars box, and click OK.

Click Save.

Go to Setup > Customize > Contacts > Page Layouts.
Click Edit next to Contact Layout.
Repeat steps 4–9.
Go to Setup > Customize > Campaigns > Page Layouts.
Click Edit next to Campaign Layout.
Click Buttons to display a list of custom buttons and drag Report in Real Magnet to Custom Buttons.

Click Save.

Send to List View

An additional component of the Salesforce Marketing Automation package is the ability to send to a list out of Salesforce. This is detailed in the User Guide:

Go to Setup > Customize > Leads > Search Layouts > Leads List View > Edit.
Move the Send RM Email button from Available Buttons to Selected Buttons.
Click Save.

Do the same for the Contacts List View.

Go to Setup > Customize >Contacts > Search Layouts > Contacts List View > Edit.
Move the Send RM Email button from Available Buttons to Selected Buttons.
Click Save.

Step 4 - Allow users to authorize data synchronization

Each user will have to authorize the Real Magnet app for it to connect to Marketing Automation. To do so:

Go to Setup > Administration Setup > Manage Apps > Manage Connected Apps.
Click Edit next to Real Magnet.

Under OAuth policies, change Permitted Users to All users may self-authorize.
Click Save.

Step 5 - Add Real Magnet MA tab

This step provides a tab that highlights data pulled from Marketing Automation.

At the top of your Salesforce dashboard, click the + icon in the upper right.

Click Customize My Tabs.

Select Real Magnet MA and click Add to move it to Selected Tabs.
Click Save.

Step 6 - Test the Salesforce setup

Ensure all the previous steps were set up correctly.

View any lead in Salesforce.

- Verify that the Real Magnet Ignite section is visible and has data.
- Verify that the RM Lead fields are visible and have data.

View any contact in Salesforce.

- Verify that the Real Magnet Ignite section is visible and has data.
- Verify that the RM Lead fields are visible and have data.

View any campaign in Salesforce.

- Verify that the Report in Real Magnet button is visible.

Step 7 - User self-authorization

NOTE: The information in this section is unique to users who have the Professional Edition.

After installation, Professional Edition users have to authorize the Real Magnet app to show updated data. On the first log in after the installation, they must:

Enable pop-ups to show in their browser for Salesforce.com.
Go to the detail page for any lead or contact.
A pop-up will appear. Click Yes.

NOTE: Professional Edition users must repeat this process if they change their Salesforce password.

Optional modifications

After installation, you may want users to view Thrive Marketing Enterprise campaign information that is not necessarily attached to a Salesforce campaign. This modification is possible by adding buttons to your views.

Contact or Lead Layout custom button

Select Setup.
Select Customize.
Select Leads or Contacts.
Select Buttons, Links and Actions.
Click New Button or Link.
For your Label, enter: Marketing Automation in Real Magnet.
For your Description, enter: Marketing Automation Campaigns created in Real Magnet.
For Display Type, select Detail Page Link.
For Behavior, this is up to you (and configurable later).
For Content Source, select URL and enter https://embedded.magnetmail.net/embedded/campaignListEmbedded.cfm.
Click Save.

You can now modify the layout for your Lead or Contact page to add this custom link.

Campaign Search Layout

Select Setup.
Select Customize.
Select Campaigns.
Select Buttons, Links and Actions.
Click New Button or Link.
For your Label, enter Marketing Automation in Real Magnet.
For your Description, enter Marketing Automation Campaigns created in Real Magnet.
For Display Type, select List Button.
For Behavior, this is up to you (and configurable later).
For Content Source, select URL and enter https://embedded.magnetmail.net/embedded/campaignListEmbedded.cfm.
Click Save.
Select Search Layouts.

You can now select edit for Search Layouts and Campaigns List View and add the newly created button.

Integrating Marketing Automation Campaigns with Salesforce