Salesforce Integration
CANDDi can be used in conjunction with SalesForce's email templates to embed CANDDi tracking links personalised for the recipient.
Due to the way SalesForce works, the exact code you need to use in the template is different depending on whether the contact is a Lead or a Contact. The process for editing the templates remains the same.
Log into CANDDi, and select the ‘Identify’ tab on the top menu bar then select ‘Bulk Email Marketing’ from the drop down list.
From the drop down menu choose Salesforce LEAD or Salesforce CONTACT. You cannot use the same link for Leads and Contacts.
Fill in the ‘Webpage link’ box and select if you also want to include Google Analytics, then press generate code. The generated tracker link will appear in the box at the bottom. Keep hold of this.
After logging into SalesForce head to the top right hand menu and select ‘Setup’. On the left hand side menu choose ‘Email’ and then ‘My Templates’. Choose the template you wish to edit and include a link in, or create a new a new template. Choose ‘Edit HTML Version’ and insert your CANDDi tracking link from earlier. Save the template, and use it as normal when emailing the contact or lead.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Due to the way SalesForce works, the exact code you need to use in the template is different depending on whether the contact is a Lead or a Contact. The process for editing the templates remains the same.
Log into CANDDi, and select the ‘Identify’ tab on the top menu bar then select ‘Bulk Email Marketing’ from the drop down list.
From the drop down menu choose Salesforce LEAD or Salesforce CONTACT. You cannot use the same link for Leads and Contacts.
Fill in the ‘Webpage link’ box and select if you also want to include Google Analytics, then press generate code. The generated tracker link will appear in the box at the bottom. Keep hold of this.
After logging into SalesForce head to the top right hand menu and select ‘Setup’. On the left hand side menu choose ‘Email’ and then ‘My Templates’. Choose the template you wish to edit and include a link in, or create a new a new template. Choose ‘Edit HTML Version’ and insert your CANDDi tracking link from earlier. Save the template, and use it as normal when emailing the contact or lead.
Have more questions? Contact us at hello@canddi.com or 0161 414 1080
Updated on: 05/02/2020
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