It’s only January and 2019 is already shaping up to be an exciting year! We have some super exciting updates to share with you today (and even more in the pipeline — so make sure you subscribe to be notified when they roll out).

Here are just a few of the ways we’re supporting your marketing efforts:

  • New: Automatic Sync of Salesforce Campaign Members to Net-Results Lists
    For our many Salesforce users, never again will you need to download a .csv file of Campaign Members from Salesforce and upload it to a Net-Results List!
    • To enable syncing of Campaign Members…
      • Navigate to “SalesForce Integration Setup
      • Check the box labeled “Sync Salesforce Campaign Members to Corresponding Lists in Net-Results”
      • Click “Test and Save”
    • We’ll automatically create a List called “Salesforce Campaign: [the name of your Salesforce Campaign here].
    • We’ll add all of your Campaign Members to that List, and then check for people who’ve been added to/removed from your Salesforce campaign once per hour keeping your Net-Results List up to date for you!
  • We added some clarity to the instructions for integrating with the SugarCRM version 8 and higher. We felt a few quick edits would help make the integration process even smoother. 🙂
  • We’ve implemented some new data cleansing routines for CSV imports used to update values in drop-down fields.
  • We fixed an issue that could prevent marketing lists from being synched successfully from Microsoft Dynamics to Net-Results.
  • We solved an issue that could prevent images from loading if placed in sub-folders with spaces in the naming convention.

We’ll continue to roll out new updates and keep you in the loop.

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Michael Ward

I'm founder & CEO @NetResults, the 1st choice of people buying marketing automation for the 2nd time.