Automate gifting campaigns through the &Open to Salesforce sync. Whenever a contact is added to an SFDC campaign, we'll synchronize the contact into a gifting campaign and send them a gift invitation email.
The &Open + Salesforce integration enables you to:
- Sync gifting activity, gift links and information like what gift a recipient chose back to Salesforce.
- Avoid using CSV files to power your gifting campaigns by connecting SFDC directly to your gifting platform and use this as your data source.
- Gift users automatically by using Flows to trigger gifts based on changes that occur in Salesforce.
- Make the gifting flow simple by enabling gifting buttons within Salesforce so that users can gift directly from the Contact screens.
Ways to use the integration
- Gift directly from Salesforce
Allow your team to send any number of approved items directly from their Salesforce instance for a personalized one-to-one experience without leaving their current workflow.
- Automate your gifting
Close deals faster by automatically sending a gift once an opportunity status changes, always ensuring a personalized experience for your prospect, while taking the task off your sales team’s plate.
- Sync your Salesforce Campaigns
Automatically send gift invitations to all campaign members, and track their status in either SFDC or on the gifting platform, as all information is kept in-sync between them.
- View ROI details on every campaign
Measure your gifting programme success by using Salesforce’s analytics dashboards, with gift redemption data synced from &Open.
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<img src="/icons/glasses_gray.svg" alt="/icons/glasses_gray.svg" width="40px" /> Read more:
How to add an &Open gifting button to Salesforce
Configure your Salesforce to enable Campaign synchronisation to &Open
Add custom fields to SFDC to capture gifting activity
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Need help?
We'd love to help you set up any of the above features! Simply reach out to your &Open Client Success Manager and we'll work together to get things up and running for you.