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 Pardot Email

Using e-mail sending function of Salesforce Pardot, send e-mails to the selected Lead, Contact, or Account records in the sheet.

When the action is executed, Salesforce Pardot's Engage mail transmission screen is displayed.

The following properties can be set for the "Send Pardot 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 "Send Pardot Email" action you need a license for Salesforce Pardot and Salesforce Engage. Also, the Salesforce Pardot and Salesforce Engage initial settings must be properly done. Please contact Salesforce for details.