Segment into a Salesforce campaign
Puts a segment's members into a Salesforce campaign, which is how an audience built here becomes something a sales team can run against.
Curated by Trishik Shrestha
Growth Marketer at Intempt
About this recipe
When to use it
An audience is only useful once a sales team can run against it. This adds its members to a Salesforce campaign, and adds each one exactly once.
What it delivers
Defines the audience once, then adds its members to a Salesforce campaign without duplicating anyone.
recipe.md preview
Built from the published catalog. Blu's full step prompts load in your workspace when you run it.
---
id: salesforce-segment-to-campaign
title: "Segment into a Salesforce campaign"
slashCommand: /salesforce-segment-to-campaign
group: Workflows
curator: "Trishik Shrestha"
classification:
product: [marketing]
mode: [b2b]
complexity: standard
procedure:
- step: 1
title: "Define the audience once"
builds: segment
produces: segment
- step: 2
title: "Add members without doubling"
builds: workflow
produces: workflow
outputs:
- audience: segment
- workflow: workflow
---
# Segment into a Salesforce campaign
Puts a segment's members into a Salesforce campaign, which is how an audience built here becomes something a sales team can run against.Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- 01Integration: salesforceRequired
Outputs
- 01SegmentSegment produced by this recipe.
- 02WorkflowWorkflow produced by this recipe.
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Define the audience onceThe segment whose members belong in the campaign, defined here rather than rebuilt in Salesforce, so there is one answer to who is in it.Segment
- 02Add members without doublingEach member is added to the named campaign with a member status. Adding is idempotent, so anyone already in it is left alone. Removal is deliberately not part of this: campaign membership records who was contacted, and deleting it destroys the attribution.Workflow
Connections required
- salesforceRequired
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /salesforce-segment-to-campaign in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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