After connecting your Salesforce account to your Forsta Surveys account, you can add a recipient list from Salesforce to Forsta Surveys. The connected Salesforce account will need to have access to the Salesforce campaign or the Salesforce report in the selected Salesforce report folder, and you will need to create an email campaign in an existing or new survey.
1: Import Recipients
After creating a new email campaign, click +Add next to “Recipient List” in the Campaign Launch Checklist.
A new modal will appear, asking where to pull the file from. Click the Salesforce tab.
Reports and campaigns for the selected account are displayed in the “Salesforce” tab. If more than one account is connected, you can choose a different account from the drop-down menu at the upper left.
Choose a report or campaign and check the box to confirm that recipients have opted-in to your communications. Then click Import Selected to import the selected file.
A new modal will appear, showing the import progress for the file. When it has finished loading, a message appears indicating that the import was successful. Click Close to continue.
Verify that your file name is showing as the “Recipient List” in the Campaign Launch Checklist.
Click the list name to review the contents of the list and verify that recipient details are correct.
You can now use this recipient list for your Forsta Surveys email campaign. To send emails using the campaign manager, see Sending Emails in the Campaign Manager.