Feature

Options

CRM System

Set by the Acoustic Provisioning team. Supported options are

• MS Dynamics CRM,
• Salesforce,
• SugarCRM

CRM Database

Choose the blank flexible Campaign database that will be used for the CRM integration

Sync Setting

Sets the default sync for new records originating in Campaign.

Controls the CRM Enable Sync and CRM Contact Type field.

• Uncheck to Sync records originating in Campaign based on scoring, web form submissions, or program interactions.
• Check to enable all records to sync with CRM automatically.

Enable CRM Campaign

*Only for Salesforce integrations.

Check to allow the Salesforce user in the credentials tab to create a Campaign in Salesforce when sending emails directly from Campaign. Applies to Send Immediately and Scheduled Send (option2 in the article).

Enable Campaign Email Sending From CRM

*Only for Salesforce integrations. Check to allow the Salesforce user in the Credentials tab to generate the Campaign Send Mailing API

Select Send User

*Only for Salesforce integrations.

*Required during Salesforce CRMi setup to enter the CRM Org ID.

Allows the Campaign user in the credentials tab to send Campaign mailings.

CRM Org ID

*Only for Salesforce integrations.

*Required during Salesforce CRMi setup.

Allows Campaign and Salesforce to interact with each other via the users in the Credentials tab.

Scoring Database

Select a database

The number of Score Models allowed

• All Campaign organizations have at least one scoring model allowed. If you need more than one model, contact client support.
• While you can have multiple scoring models, you can use only one database for all of them.