Looking to associate Leads or Contacts with a Salesforce Campaign? This document is for you! 

Billing Plan:
Associating leads or contacts with a Salesforce Campaign is available on the Premium, Advanced, and Enterprise plans.

In this Article, we'll go over:

• Setting up Drift to associate new contacts/leads with a default Salesforce Campaign
• Setting up Playbook-specific campaign attribution

If you're looking for a helpful guide on how to optimize your sales and marketing engine with Salesforce, we've got a guide for you to check out here!

Note: In order to associate contact/leads with a specific campaign on the playbook level you must be creating leads/contacts directly from Drift to Salesforce.

Note: Once a campaign is set, only new leads will be associated with the campaign. Campaign association does not happen retroactively.

Setting up Drift to attribute to a default Salesforce Campaign 

First, head over to your Salesforce settings within Drift! 

 

Then select Leads or Contacts depending on which object you are syncing to.

You can associate Leads and/or Contacts with a Salesforce Campaign under the Advanced Settings for each type of record. 

 

Below the "Set Lead Owner" options, you can find a search bar for your Salesforce Campaigns. 

If the campaign names aren't in the dropdown, start typing - this is technically a search bar!
If you would like all leads/contacts captured through Drift to attribute to a single campaign in SFDC, this is all you need to set up!

We recommend setting up a default campaign within these settings as a catch-all for your Drift leads. That way, if you ever forget to set a campaign at the Playbook level, you'll still get some attribution on the Salesforce side!

 

Setting up Playbook-Specific Campaign Attribution

This setting is specifically tailored to companies using multiple campaigns to track inbound leads!

Bot and Welcome Message Playbooks

In any bot Playbook, you can attribute all new contacts/leads with a specific Campaign from your Salesforce instance. 

Simply go into the desired Playbook, click "Settings" in the top navbar and you'll see a new space to attribute to a campaign! Type your existing campaign into the text field or select from the drop down! 

For all Playbooks, you will need to select an existing campaign from the list. You can not create a new campaign from this screen.

Note: Playbook-level campaigns will take precedence over the campaign set in your Salesforce Sync Settings (described above). If a Playbook does not have a campaign set, it will use the default sync settings' campaign.