Import Data from Salesforce to Create an Outbound Campaign

Learn how to create an outbound personalization campaign that can be either manually or automatically synced with your data from SFDC.

Updated over a week ago

Using Mutiny's integration with Salesforce, you can easily pull in your target account data and create 1:1 personalized landing pages for your outbound campaigns.

Step 1 — Integrate with Salesforce

First, you'll need to configure your Salesforce integration

Follow the instructions linked above to grant authorization for your Salesforce account. Then, map all relevant tables and fields (including all data points) that you'd like to use in your outbound campaign. 

Step 2 — Create an Outbound Campaign

In the Mutiny app, navigate to the “Outbound” tab on the left-hand panel. 

Clicking “New Campaign” will bring up a form that you’ll complete by entering the name of your campaign, the URL you’d like to personalize, and selecting Salesforce as your data source.

Step 3 — Configure Campaign Settings

Set your source

Choose the icon corresponding to the data table that holds the account and/or contact data you want to use for your outbound personalization campaign.

Note: Only tables that you have configured in the integrations page will be available to select.

Set data refresh frequency

Choose how often Mutiny should check SFDC to update the data in your campaign. When data is refreshed, Mutiny will add new records that match your campaign filters and will update existing pages to reflect changes to your Salesforce records.

Generate screenshots

Including personalized images in your email outreach increases clickthrough rates. Mutiny will generate and host a screenshot of each page, which you can download when you launch the campaign.

Click the checkbox to generate a unique screenshot for each page.

Write Links to Salesforce

Map the fields you want to write your personalized page link and screenshot link to on your Salesforce record. Click the “Write assets to SFDC” button and choose the corresponding field names.

Step 4 — Define your Audience

Add rules to define which accounts, contacts or leads you want to include in your campaign. You can add multiple rules using "and" or "or" combination logic.

New records that meet your conditions with automatically be added to the campaign, on the refresh interval you set in step 3.

Step 5 — Clean up your Data & Get Personalizing

Once you have your Salesforce data all loaded into Mutiny, you're ready to move on to the final steps: Cleaning everything up so it looks pretty on the page and putting your personalizations in place

Follow the steps in the article linked above to finish crafting your outbound personalization campaign and put it all into production.  

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