Participation Workflow
This is used for auto-participation in Viral Loops.
When a contact or lead is created in Salesforce, we automatically send this data to the user’s campaign and register the participation in VL.
Setup instructions (Participation Workflow)
We automatically create and register the workflow rule in your Salesforce account. But in case this process fails, you can follow the instructions below to manually register it:
Log in to your Salesforce account (https://login.salesforce.com/).
2. Click on Setup in the top right corner.
3. Search Workflow Rules on the search bar in the left navigation then click on it.
4. A list of all Workflow Rules will be listed. Click on New Rule to create a new one. A dialog box will appear asking you to confirm. Click on Continue with Workflow Rules to proceed.
5. In the configuration, we will go ahead and select the Lead object. This rule will run when a new Lead comes into Salesforce.
6. Now let’s edit the Workflow Rule:
Give it a unique name and description
For the Evaluation Criteria, set it as “Created.”
And the Rule criteria, set it to Email - Not equal to - null(empty)
Click Save & Next
7. On the next screen, we will be setting up our Outbound Message. This is what will send data to Viral Loops for your campaign. Click on Add Action and select Outbound Message.
8 . In the Outbound Message configuration, we will need to set a few things:
A name. The Unique Name will be automatically filled based on the name provided
The Endpoint URL. This is obtained from the Salesforce Integration page in your campaign’s wizard in Viral Loops. Alternatively, you can use:
https://app.viral-loops.com/api/integrations/salesforce/hooks/participation/{CAMPAIGN_API_TOKEN}Select the fields to send. Include at least the Email, FirstName and LastName.
If you wish to connect the same Salesforce account to multiple VL campaigns, you will also need to include the ReferralCode__c field. This is to prevent cross-contamination of participant data.
Click Save, then Done to proceed
9. The final step is to Activate the Workflow Rule. This can be done by clicking the Activate button. The checkbox should be marked.
10. You are all set! New Leads will be automatically imported to your campaign.
You will also need to Sync Contacts to the same campaign so you don’t miss any new contacts coming into Salesforce. Especially if you are running a Conversion campaign with Viral Loops. To do that, we will have to create a new Workflow Rule targeting the Contacts Object. The process is the same as that of Leads.
Please follow the instructions to set up a conversion flow here.