Considerations for Member Sync

How It Works

Warning After you turn on Campaign Member Sync, we recommend that you keep it enabled at all times. The configuration affects other processes and can cause data discrepancies if it’s disabled later. If Campaign Member Sync is disabled for more than 48 hours and re-enabled, complete a full sync to make sure all pending Campaign members are synced.

Campaign Member Sync shows your prospects in Salesforce as campaign members. The sync works only from Account Engagement to Salesforce, so campaign member changes aren’t reflected in associated Account Engagement campaigns.

Before you can use member sync, Connected Campaigns must be enabled. To sync a prospect, assign it to an Account Engagement user and associate it with an Account Engagement campaign.

To indicate that a first touch came from an Account Engagement campaign, synced campaign members show a status of Connected. If a campaign member is missing or doesn’t show a Connected status, verify that the prerequisites for syncing have been met.

• The connector user or integration user has Edit permission on Campaigns.
• Marketing User is selected on its Salesforce user record.

To add campaign members after the first touch, create a completion action. For more recent marketing engagement activity, view the prospect record.

Other Considerations

• If the prospect shares an email address with another Salesforce contact, the record is synced as a contact. Otherwise, the prospect syncs as a lead.
• When you enable Campaign Member Sync, prospects sync retroactively for campaigns that are already connected.
• Campaign Member Sync doesn’t archive or delete lead or contact records from Salesforce. Remove associated records from Salesforce manually.
• The campaign member created date in Salesforce refers to when the prospect was synced, not the creation date in Account Engagement.
• Campaign Member Sync works alongside other prospect syncing jobs.
• Expect slower sync times when a connected campaign has more than 10,000 prospects.