{"id":321,"date":"2014-04-16T20:58:35","date_gmt":"2014-04-16T20:58:35","guid":{"rendered":"http:\/\/139.59.23.56\/predictive3\/?page_id=321"},"modified":"2018-12-05T20:05:31","modified_gmt":"2018-12-05T20:05:31","slug":"isync-process","status":"publish","type":"page","link":"https:\/\/help.predictiveresponse.com\/?page_id=321","title":{"rendered":"Predictive Synchronization"},"content":{"rendered":"<p><a id=\"top\"><\/a>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:<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-2903\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2015\/02\/bluebox.gif\" alt=\"bluebox\" width=\"12\" height=\"12\" \/>\u00a0<a href=\"#initial\">Initial Synchronization<\/a><br \/>\n<img loading=\"lazy\" class=\"alignnone size-full wp-image-2903\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2015\/02\/bluebox.gif\" alt=\"bluebox\" width=\"12\" height=\"12\" \/>\u00a0<a href=\"#manual\">Manual Synchronization<\/a><br \/>\n<img loading=\"lazy\" class=\"alignnone size-full wp-image-2903\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2015\/02\/bluebox.gif\" alt=\"bluebox\" width=\"12\" height=\"12\" \/>\u00a0<a href=\"#hourly\">Hourly Batch Updates<\/a><br \/>\n<img loading=\"lazy\" class=\"alignnone size-full wp-image-2903\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2015\/02\/bluebox.gif\" alt=\"bluebox\" width=\"12\" height=\"12\" \/>\u00a0<a href=\"#nightly\">Nightly Batch Updates<\/a><\/p>\n<p>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.<\/p>\n<p>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.<\/p>\n<h2><a id=\"initial\"><\/a>Initial Synchronization<\/h2>\n<p>This occurs when you start a campaign in Salesforce and click the New Edition button in the Email Editions related list.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-3575\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/04\/New-Email-Edition1.png\" alt=\"New Email Edition1\" width=\"1581\" height=\"98\" \/><\/p>\n<p>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.<\/p>\n<p>The initial sync includes:<\/p>\n<ul>\n<li>Campaign Name and Type<\/li>\n<li>Start Date<\/li>\n<li>End Date<\/li>\n<li>Global test members<\/li>\n<li>Campaign members if added in Salesforce<\/li>\n<\/ul>\n<p><a href=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-634\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\" alt=\"info1\" width=\"25\" height=\"25\" \/><\/a> <strong>Reference<\/strong>: <a title=\"Predictive AM Button\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=1271\">For more details on what information displays in Predictive, click here.<\/a><\/p>\n<h6 style=\"text-align: right;\"><a href=\"#top\">Back to Top<\/a><\/h6>\n<h2><a id=\"manual\"><\/a>Manual Synchronization<\/h2>\n<p>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\u00a0to update the following in Predictive:<\/p>\n<ul>\n<li>Members that have been added or deleted<\/li>\n<li>Changes such as member name or email address<\/li>\n<\/ul>\n<h2><a id=\"hourly\"><\/a>Hourly Batch Updates<\/h2>\n<p>This automatic sync process runs hourly and will:<\/p>\n<ul>\n<li>Send campaign emails if appropriate<\/li>\n<li>Update the Salesforce Campaign page with member activity level data (bounces, opens, clicks and completions), campaign metrics, email edition statistics and click throughs<\/li>\n<\/ul>\n<p><a href=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Information.gif\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-2488\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Information.gif\" alt=\"Information\" width=\"25\" height=\"25\" \/><\/a>\u00a0<strong>Information<\/strong>: Member level and reason changes can be updated outside of the batch process by clicking the Refresh button available in the Campaign Members\u00a0section.<\/p>\n<p><a href=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-634\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\" alt=\"info1\" width=\"25\" height=\"25\" \/><\/a> <strong>Reference<\/strong>: <a title=\"Campaign Metrics\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=323\">For more details on campaign metrics displayed in Salesforce, click here.<\/a><\/p>\n<p><a href=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-634\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\" alt=\"info1\" width=\"25\" height=\"25\" \/><\/a> <strong>Reference<\/strong>: <a title=\"Reports in Salesforce\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=339\">For information on Salesforce reports that provide Predictive campaign data click here.<\/a><\/p>\n<h6 style=\"text-align: right;\"><a href=\"#top\">Back to Top<\/a><\/h6>\n<h2><a id=\"nightly\"><\/a>Nightly Batch Updates<\/h2>\n<p>This sync\u00a0runs at 1 am UTC\u00a0if the auto-sync box is checked for the campaign.<\/p>\n<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-2848\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/04\/campaignpage.gif\" alt=\"campaignpage\" width=\"1399\" height=\"303\" \/><\/p>\n<p><a href=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Important.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-2489\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/2014\/08\/Important.png\" alt=\"Important\" width=\"25\" height=\"25\" \/><\/a> <strong>Important<\/strong>: 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.<\/p>\n<p><strong><a href=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\"><img loading=\"lazy\" class=\"alignnone size-full wp-image-634\" src=\"https:\/\/help.predictiveresponse.com\/wp-content\/uploads\/Icons\/info1.png\" alt=\"info1\" width=\"25\" height=\"25\" \/><\/a>\u00a0Reference<\/strong>: <a title=\"FAQ: How many API Requests Does Predictive Use?\" href=\"https:\/\/help.predictiveresponse.com\/?page_id=1302\">For more information on how many API calls Predictive uses, click here.<\/a><\/p>\n<h6 style=\"text-align: right;\"><a href=\"#top\">Back to Top<\/a><\/h6>\n<h6 style=\"text-align: right;\"><\/h6>\n","protected":false},"excerpt":{"rendered":"<p>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: \u00a0Initial Synchronization \u00a0Manual Synchronization \u00a0Hourly Batch Updates \u00a0Nightly Batch Updates As your campaign progresses, member status changes, email edition [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":18,"menu_order":17,"comment_status":"open","ping_status":"open","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/321"}],"collection":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=321"}],"version-history":[{"count":17,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/321\/revisions"}],"predecessor-version":[{"id":5877,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/321\/revisions\/5877"}],"up":[{"embeddable":true,"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=\/wp\/v2\/pages\/18"}],"wp:attachment":[{"href":"https:\/\/help.predictiveresponse.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=321"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}