Marketing Integrator - Contact Enrollment

An overview of the Contact Enrollment screen in Marketing Integrator.

In This Article

• Introduction
• Contact Enrollment
  • Enroll Contacts in a Campaign

Introduction

The Marketing Integrator connects marketing automation platforms (MAPs) such as HubSpot with Texada SalesLink. This integration streamlines lead management and synchronizes sales and marketing efforts.

The Contact Enrollment page allows you to review MAP campaigns and enroll SalesLink contacts in those campaigns. To access this screen, log in to Texada WorkFlow and select Contact Enrollment from the left navigation menu.

Contact Enrollment

1. Refresh Marketing Data Button
   Click to refresh the Marketing Cloud Campaigns table with the latest data from your MAP.
2. MAP Campaigns
   Existing MAP campaigns compatible with the Marketing Integrator are listed here. Use the search bar at the top of the table to filter the list.
   
   Click on a campaign’s row to select it. Once you have selected a campaign, you can enroll SalesLink contacts in it by clicking the “Enroll Contact” button.
3. Enroll Contact Button
   This button will appear once you have selected a MAP campaign. Click to enroll SalesLink contacts in the selected campaign. For more information, see “Enroll Contacts in a Campaign”.
4. Enroll Contact New Campaign Button
   Salesforce Marketing Cloud only: Click to create a new MAP campaign and enroll SalesLink contacts into it. For more information, see “Enroll Contacts in a Campaign”. This button is only available when using Salesforce Marketing Cloud and will not be visible otherwise.
5. Contacts Enrolled in Selected Campaign
   Once you have selected a campaign from the list, this panel will display a list of contacts currently enrolled in that campaign. Use the search bar to filter the list.

Enroll Contacts in a Campaign

There are two ways to enroll SalesLink contacts into MAP campaigns from the Contact Enrollment screen:

• To enroll SalesLink contacts into an existing MAP campaign, click on a campaign in the table, then click the “Enroll Contact” button .
• Salesforce Marketing Cloud only: To create a new MAP campaign and simultaneously enroll SalesLink contacts into it, click the “Enroll Contact New Campaign” button . 

Selecting either of these options will open the Contacts Enrollment window, where you can select SalesLink contacts to enroll in your MAP campaign.

1. SalesLink Campaigns
   Existing SalesLink campaigns are listed here. These campaigns can be managed via the Campaigns screen in SalesLink - Executive.
   
   Begin typing into the search bar at the top of the campaign list to filter it. Click on a campaign to see the list of contacts currently being targeted by it (3).
   
   If creating a new MAP campaign via the “Enroll Contact New Campaign" button, your new MAP campaign will be named after the SalesLink campaign selected here.
2. Contact Search Options
   Use these filters to further refine the list of campaign contacts (3). Once you have entered the desired filters, click the “Search” button to apply them.
3. Campaign Contacts
   Contacts targeted by the selected campaign that match the currently-applied filters are listed here. Check the checkbox to the left of a contact to select it.
4. Select All / Deselect All Buttons
   Click to select or deselect all campaign contacts matching the current filter. Note that this will affect contacts on all pages, not just those on the currently-displayed page.
5. Enroll Selected Contacts
   Click to enroll all selected contacts in the MAP campaign you selected on the Contact Enrollment screen. 

Enrolled contacts are queued to be imported into your MAP. This import can take a few minutes; if you do not see your contacts appear, please allow a short while for the import to complete.