Conversion Workflow
This is used for auto-conversion.
It is enabled only when the VL campaign is a Conversion campaign.
When a deal is won in Salesforce, we automatically send this data to Viral Loops, where we process the Contact and mark it as converted with the deal value.
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 at 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 Opportunity object. This rule will run when a won Opportunity is created in 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 any time it's edited to subsequently meet criteria.”
And the Rule criteria, set it to Won - equals - True
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/conversion/{CAMPAIGN_API_TOKEN}Select the fields to send. Include at least the Id, Amount, ContactId, IsWon and Name.
Click Save, then Done to proceed.
