Logging Email Tracking Data (Opens/Clicks) to Salesforce
Now Email Tracking Data (opens/clicks) can be logged Salesforce to provide more detailed reporting.
In order to enable this feature on your account, a FrontSpin admin user from your team must submit a request to support@frontspin.com. *Note that this data will only be logged to Salesforce during periodic sync (which runs every 15-20 mins) and also when a Lead/Contact record is updated. Tracking this additional data will consume additional API calls.
To enable this, Admins will need to create the following custom fields in Salesforce on Lead & Contact Objects:
Last Email Open Date (Date/time field type) – Date/time the last email to a contact that was sent through FrontSpin was opened
Last Email Click Date (Date/time field type) – Date/time the last email to a contact that was sent through FrontSpin was clicked
Number of Opens for the Last Email (Number field type) – Number of Opens for the Last email that was sent to a Contact
Number of Clicks for the Last Email (Number field type) – Number of Clicks for the Last email that was sent to a Contact
Sum of Email Opens For a Contact (Number field type) – Total Number of Opens on all emails sent to a contact
Sum of Email Clicks For a Contact (Number field type) – Total Number of Clicks on all emails sent to a contact
Activity/Task Object (logged on each email sent through FrontSpin):
Number of opens (Number field type)
Number of clicks (Number field type)
Last open date (Date/time field type)
Last click date (Date/time field type)
First open date (Date/time field type)
First click date (Date/time field type)
After creating these fields, Admins will need to go to FrontSpin Settings => Integrations => Mapping => Reload Fields (top right corner), then map the new fields and Save.
Finally, link the new fields under Settings => Integrations => Advanced…