Sync Campaign is an integration feature that will enable CRM Integration to update Salesforce campaign memberships based on eTrigue campaign memberships. With Sync Campaign enabled, a Lead or Contact will be added as a member to a Salesforce campaign when their corresponding eTrigue prospect record is a member of an eTrigue campaign with the same name. Sync Campaign only synchronizes eTrigue campaigns that are running with Started status.
NOTE - If there are prospects in an eTrigue campaign that have not yet been connected to Leads or Contacts, the Sync Campaign with CRM function will not automatically push that prospect over as a new Lead or Contact. Users can add Push to CRM Actions in their campaigns to cause records to be synced over.
To illustrate the Sync Campaign with CRM feature, let's suppose a user has an eTrigue campaign called "Download our latest white paper" and there were 100 prospect members that flowed through that campaign. The user also enabled Sync Campaign with CRM in the Start Action of that campaign in eTrigue:
During a sync cycle, CRM Integration will update your campaign in Salesforce that has the same name -- "Download our latest white paper" -- with new Leads and Contacts that correspond to the 100 in eTrigue. By default, the Campaign Membership Status in Salesforce will be set to "Sent". In the future, if the prospect visited an email from that eTrigue campaign (by clicking on a link in the email), the campaign status for those members in Salesforce will be updated to "Responded."
** If you see a record in Salesforce with campaign status set to something other than "Sent" or "Responded," this is due to other Salesforce settings, workflows, or triggers in place for your account. The status may have been changed by another Salesforce activity that is associated with the same campaign.
Please note that the Sync Campaign setting will attempt to link campaigns that have the same matching names. Thus, if CRM Integration is unable to find a matching Salesforce campaign that has the same name of the eTrigue campaign, then no campaign updates will take place. However, users can enable the Create CRM Campaign setting (found under Settings > Integration Settings > CRM Integration > Integration Parameters) which would allow CRM Integration to automatically create a new Salesforce campaign automatically so that appropriate members can be added.
