Predictive Synchronization | Predictive Response

Predictive Synchronization

The synchronization process between Salesforce and Predictive is a bi-directional synchronization (sync) that looks at Salesforce as the master data repository for campaign member information and Predictive for campaign data. There are four types of syncs:

 Initial Synchronization
 Manual Synchronization
 Hourly Batch Updates
 Nightly Batch Updates

As your campaign progresses, member status changes, email edition and campaign statistics will be updated from Predictive to Salesforce. If you manually make a change to a status in Salesforce, that information will be updated into Predictive the next time a sync occurs.

For example, if you delete a campaign member in Salesforce, that member will also be deleted from Predictive when the next sync occurs. If the email address for a campaign member is changed in Salesforce, that information will be changed for a campaign when the next sync occurs.

Initial Synchronization

This occurs when you start a campaign in Salesforce and click the New Edition button in the Email Editions related list.

The button will add one or more email editions (depending on campaign type) and any members that have been added to the campaign. This will include anyone marked as a global test member.

The initial sync includes:

• Campaign Name and Type
• Start Date
• End Date
• Global test members
• Campaign members if added in Salesforce

Reference: For more details on what information displays in Predictive, click here.

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Manual Synchronization

After the campaign has started you can click the Synchronize button available at the top of the campaign page and in the Campaign Members section to update the following in Predictive:

• Members that have been added or deleted
• Changes such as member name or email address

Hourly Batch Updates

This automatic sync process runs hourly and will:

• Send campaign emails if appropriate
• Update the Salesforce Campaign page with member activity level data (bounces, opens, clicks and completions), campaign metrics, email edition statistics and click throughs

 Information: Member level and reason changes can be updated outside of the batch process by clicking the Refresh button available in the Campaign Members section.

Reference: For more details on campaign metrics displayed in Salesforce, click here.

Reference: For information on Salesforce reports that provide Predictive campaign data click here.

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Nightly Batch Updates

This sync runs at 1 am UTC if the auto-sync box is checked for the campaign.

Important: The sync process uses API calls every time it is run. If you have auto-sync checked for closed campaigns, this may cause you to go over your Salesforce limit for API Requests which will impact using Predictive.

 Reference: For more information on how many API calls Predictive uses, click here.

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