Measure the ROI of an email offer using Salesforce campaigns

Update a lead's campaign status in Salesforce when they click through to claim an offer. You can then use this data to measure ROI in Salesforce.

About this template

Salesforce's campaigns feature is a great way to track and measure the ROI of an email campaign. This journey will automatically change the Salesforce campaign status of anyone who clicks through to an offer from an email to "responded". Rather than measuring a response based on a click, you could also use the Send Email action's outcome wheel to mark someone as responded when they open or reply to the email offer. Autopilot has beautiful, mobile responsive email templates built-in to make setting up this journey incredibly simple. Additionally, its native Salesforce integration can be setup in minutes.
Tags: Customer Acquisition, Software as a Service (SaaS), B2B Marketing, and Salesforce Marketing Automation
Integrations: Salesforce

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $1/month.

Shapes used in this journey

Triggers

Salesforce Campaign Trigger
Add members of a Salesforce campaign to a journey.

Actions

Set Salesforce Campaign Member Status
Set a lead or contact's status on a Salesforce campaign.
Send Email
Send a contact a personalized marketing or transactional email.

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