Overview

Real Magnet currently carries two versions of its Salesforce integration. They are known as Version 1 and Version 2 – between these two integrations, there were substantial changes to:

See a summary comparison between Version 1 and Version 2.

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Terminology

There are minor changes to the integrated product – primarily there is a change in the terminology.  In the Version 1 Salesforce integration the Real Magnet product is called MagnetMail.  This will no longer be the case in Version 2.  The Real Magnet integration is labeled as Real Magnet.

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Management of Data

Sending Data to Real Magnet

Version 1

Version 1 pushed only campaign members to Real Magnet via the Upload to MagnetMail button.

Version 2

The upload process is completed via the Real Magnet interface under Tools > Salesforce Management > Create Upload Job.

This iteration can also import both Reports and Campaigns.

Sending Data to Salesforce

Version 1

Version 1 retrieves tracking information from Real Magnet individual records on an automatic nightly basis and a manual basis. Users can manually update Salesforce records with tracking once the update tracking is pressed.

 

Version 2

Version 2 retrieves tracking information from Real Magnet individual records over a nightly basis, at a time that is set by the user. What this means is that Real Magnet will push the Real Magnet tracking information, selected by the user, once a day.

 

What Data reports back to Salesforce?

Version 1

Version 1 retrieves the following Real Magnet data:

  • MagnetMail Messages: This is the aggregate email and fax message tracking data. This is not individual recipient data.
  • MagnetMail Email Tracking: This is individual recipient data for sent, delivered, opened and bounced.
  • MagnetMail Links: Aggregate data on links clicked.
  • MagnetMail Link Tracking: Individual recipient level data on links clicked.
  • MagnetMail Fax Tracking: Individual recipient level fax data for sent and success/fail results.
  • MagnetMail Unsubscribes: Individual recipient level unsubscribe data.

This information is reported in bulk. In Version 2, this is extended to include SMS Messaging, Surveys and Events – this is also much more detailed, and leads to better data management in Salesforce.

The data that can be retrieved is not only expanded to include: events, SMS, and surveys but it is also broken into smaller batches of data.

Version 2

Version 2 retrieves the following Real Magnet data:

  • Email Delivered: In Salesforce this is presented as Sent, its sub-codes include Delivered and Bounces. The definition of those codes is identified below.
    • Delivered: Individual recipient level data on messages that have been sent and delivered.
    • All Bounces
      • Soft Bounces: Individual recipient level data on an email that gets accepted at the destination mail server but is bounced before it arrives at the intended recipient’s inbox.
      • Hard Bounces: Individual recipient level data on an email that has been bounced back to the sender and is permanently undeliverable.
      • User Not Found: Individual recipient level data on an email account that does not exist. This is a permanent failure and in most cases means the email is undeliverable.
      • Mailbox Full: Individual recipient level data where the recipient has too much email and their server isn’t accepting any more. This is most common with web-based email services like Hotmail or Yahoo, which have limits on how much mail you can accumulate. This can also be a sign of an abandoned account.
      • Bad Domain: Individual recipient level data where domain of the email address is not valid and Real Magnet could not deliver to it.
      • Temporarily Unavailable: Individual recipient level data where the mail server is experiencing temporary problems such as “no adequate servers”, “Connection Timed Out”, “Resources temporarily unavailable.”, or “Out of memory”.
      • In Progress: Individual recipient level data on messages that are still in the process of delivering to the recipient.
      • Send Failed: Individual recipient level data on messages that have failed to deliver to the recipient.
    • Opens: Individual recipient level data on messages opened.
    • Click-Throughs: Individual recipient level data on links clicked.
    • Unsubscribes: Individual recipient level unsubscribe data.
    • Subscribes: Individual recipient level Subscribe data, when linked with a Real Magnet subscription page.
    • Suppressed: Individual recipient level detail on whether a recipient has been suppressed manually, via spam complaint, or automatically.
    • Fax Sends:
      • Fax Successful: Individual recipient level fax data for sent and failure results.
      • Fax Failed: Individual recipient level fax data for sent and success results.
    • SMS Sends: In Salesforce this is presented as SMS Sent, its sub-code activities are identified below.
      • SMS Sent: Individual recipient level data on whether the SMS message has been sent to the recipient’s carrier.
      • SMS STOP From Phone Number: Individual recipient level data on whether the SMS recipient has replied with STOP, thus unsubscribing from SMS messages.
      • SMS License Key Invalid: Individual recipient level data on whether the SMS message encountered an error due to the license key provisioned for your Real Magnet account.
      • SMS Phone Number Invalid: Individual recipient level data on whether the SMS message failed due to an invalid phone number.
      • SMS Message Invalid: Individual recipient level data on whether the SMS message failed due to an invalid message.
      • SMS Scheduled Date Time Is Not UTC: Individual recipient level data on whether the SMS message failed due to the improper configuration of the scheduled send time.
      • SMS Invalid Assigned DID: Individual recipient level data on whether the SMS message failed due to an invalid DID (10-digit-SMS-enabled phone number).
      • SMS Not Found: Individual recipient level data on whether the SMS message failed due to an invalid MessageID.
      • SMS Internal Error: Individual recipient level data on whether the SMS message failed due to an internal error.
      • SMS Service Unavailable: Individual recipient level data on whether the SMS message failed due to the service being unavailable.
    • Event Signups: In Salesforce this is presented under the message name, if the event name is present that individual has registered for an event.
    • Survey Submissions: In Salesforce this is presented under the message name, if the survey name is present that individual has completed a survey.

Deleting Tracking Data from Salesforce

Version 1

Version 1 gives users the capability to delete the tracking information retrieved from Real Magnet in Salesforce on a message by message basis. This is managed by going to the MagnetMail tool in Salesforce and selecting “Delete MagnetMail Data from Salesforce”.

Version 2

In order to delete tracking data from Version 2, a request would need to be made to Salesforce.

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Presentation of Data

Version 1

The data in the Version 1 integration of Salesforce displays within several related lists under the Contact and Lead pages. These related lists are:

  • MagnetMail Email Tracking: This is individual recipient data for sent, delivered, opened and bounced.
  • MagnetMail Unsubscribes: Individual recipient level unsubscribe data.
  • MagnetMail Fax Tracking: Individual recipient level fax data for sent and success/fail results.
  • MagnetMail Link Tracking: Individual recipient level data on links clicked.

Version 2

The data displays within a single related list under the Contact and Lead pages, as Real Magnet Activity History.

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Provisioning Process

Version 1

Every user in the Salesforce platform that was previously provisioned must maintain credentials are maintained in both Real Magnet and within Salesforce, or else the tracking data will fail.

This is a permission controlled by the Real Magnet user; this means that if you would like the Salesforce user RealMagnetUser1 to send a campaign to Real Magnet, you will need to provision the Real Magnet account for RealMagnetUser1. This would need to be done for every user you would like to enable with the Salesforce integration permission.

Real Magnet Provisioning Process for Version 1

This is completed by going to Tools > Account Management > Salesforce Tools > Configure Salesforce Login. It will require:

  • Salesforce Login
  • Salesforce Password
  • Salesforce Security Token
  • Magnet Mail Password

Salesforce Provisioning Process for Version 1

This is completed by going to Salesforce > MagnetMail > Manage MagnetMail Username/Password. It will require:

  • Username
  • Password

If any of these credentials above change – it will need to be updated in these two locations.

Version 2

The provisioning process for the Version 2 integration of Salesforce is completed with the use of the credentials from on Salesforce user. For it we require:

  • Username
  • Password
  • Security Token

If any of the credentials above change – the user will need to send an email to support@realmagnet.com with the new set of credentials.

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Comparison between Version 1 and Version 2

Feature Description V.1 V.2
View Overall Message Tracking View aggregate email message information, including message name, last sent date, number of emails; sent, delivered, bounced, opened, links clicked and unsubscribes. Yes No
MagnetMail Link URL View aggregate email information regarding links, including message names, link names and click data under individual lead or contact records. Yes No
MagnetMail Email Tracking View lead or contact level information for email messages, including message names and sent, delivered and opened data. Yes No
MagnetMail Fax Tracking View lead or contact level information for fax messages, including message names, sent date and delivery status. Yes No
MagnetMail Link Tracking View lead or contact level information, including message names, link names and click data. Yes No
Real Magnet Activity Tracking data collected in Real Magnet is transferred to Salesforce contact or lead records on a nightly basis. No Yes
Real Magnet Activity Report Compile Real Magnet tracking data into a report that is multifaceted. No Yes
Seamless List Transfers within Salesforce Upload contacts from Salesforce via a “Upload to MagnetMail” button. Yes No
Single Recipient Messaging Send a fax or email to a lead or contact directly from Salesforce. Yes No
Update Tracking on-demand Send tracking results from Real Magnet to Salesforce with 1 button click. Yes No
Seamless List Transfers within Real Magnet (Scheduler) Upload both reports and campaigns from Salesforce, as needed, scheduled or one-time-only via the Salesforce Management tab in Real Magnet. No Yes
Login to Real Magnet Prompts an iframe within Salesforce that takes a user to the Real Magnet sign in page. No Yes
Manage Data Select what data should transfer into Salesforce and at what time. No Yes
Single Sign-on Sign directly into Real Magnet from Salesforce. Yes No
Bulk data to Salesforce Sends the Real Magnet tracking data in bulk, it cannot be selected in a piecemeal fashion. Yes No
Delete Real Magnet data Delete the tracking information written to a Salesforce record on a message by message basis. Yes No