Passing Analytics Data to Salesforce

Important notes before using this feature

  • Campaign Tracking is currently in Beta mode and subject to changes.  
  • Campaign Tracking is only available on Platinum plans and above.  
  • This plugin will not work if your form is embedded using an iFrame.

Enable Campaign Tracking on Your Form

You will first need to enable the Campaign Tracking plugin on your form, which will capture this data in the form's submission table and be available for mapping into Salesforce.  To enable the Campaign Tracking plugin, go into the Form > Settings tab > Plugins and enable "Campaign Tracking".  Select the data you'd like to include by placing a check mark next to each "Campaign" option.

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Map Your Campaign Tracking to Salesforce

Next, navigate to your Salesforce integration under the form and scroll down to the "Object" and "Field" where you would like to map the campaign into.  To map the campaign data, you either choose "Field" or "Value" as the mapping type (see below) and then map the campaign item(s) to the corresponding Salesforce field.

If you are mapping with "Values", this will allow you to map multiple campaign items to a single field in Salesforce.  If you would like to use the "Value" option, click (do not drag and drop) any campaign options you would like mapped into the Salesforce field.  Once these have been added, the inserted variables will be replaced with the data captured from the "Campaign Tracking" fields. 

Once you have the Campaign Tracking plugin enabled, it will immediately start capturing this data with "Submissions". After these fields have been mapped to Salesforce, the data will be parsed into the Salesforce field and "Object" upon submission.

Overall, this feature should make it much easier for you to pass campaign data to your preferred CRM platform.

 

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