Marketing Actions

Add to Campaign

This action adds the selected lead / contact records in the sheet as members to the existing campaign.

When the action is executed, the following dialog will be displayed and you can specify the information of the campaign member.

• Target Campaign (A) – Select a campaign to add as campaign members.

• Member Status (B) – Specify the status of the campaign members to be added

The following properties can be set for the "Add to Campaign" action button.

• Button Label – Customize and set the label to be displayed in the button

• Button Icon – Set the icon to be displayed next to the label in the button

Send Engage Email

Using the email sending function of Sales Emails and Alert (formerly Salesforce Engage), which is an add-on feature of Account Engagement (formerly Pardot), send emails to the selected Lead, Contact, or Account records in the sheet.

When the action is executed, the Sales Emails and Alert Engage email transmission screen is displayed.

The following properties can be set for the "Send Engage Email" action button.

• Button Label – Customize and set the label to be displayed in the button

• Button Icon – Set the icon to be displayed next to the label in the button

To execute the "Send Engage Email" action, you need a license for Salesforce Marketing Cloud Account Engagement (formerly Pardot) and Sales Emails and Alert (formerly Salesforce Engage). Also, the Account Engagement and Sales Emails and Alert initial settings must be properly configured. Please contact Salesforce for details.