Import Campaigns from Salesforce (Coming Soon)
Quickly create Popl Campaigns by importing from existing Salesforce Campaigns
Overview
Importing Campaigns from Salesforce allows you to quickly create and update Popl Campaigns using Salesforce as your source of truth for events. This removes the need for repetitive manual setup in Popl and ensures your event data stays consistent across both systems.
This feature is available to Event Lead Capture (ELC) teams with a Salesforce integration.
How to Import Campaigns from Salesforce
Step 1: Initiate Campaign Import
Navigate to the Campaigns page.
Click New Campaign in the top right.
If your team is connected to Salesforce, you’ll see a dropdown with two options:
Create from scratch
Import from Salesforce
If you are not integrated with Salesforce, instead of importing from Salesforce, you'll see an option to set up your Salesforce integration.
Step 2: Select Salesforce Campaigns
Upon selecting Import from Salesforce, a popup will appear showing a list of your Salesforce Campaigns.
By default, the date range is set from today through one year in the future.
You can:
Search by campaign name
Adjust the date range
Filter by campaign type
Filter by parent/child campaigns
Filter by campaign status
If a Salesforce Campaign already exists in Popl, it will be labeled in the list. If you import it again, Popl will update the existing campaign with any new info instead of creating a duplicate.
Select one or multiple campaigns, then proceed to the next step.
Step 3: (Optional) Apply a Popl Campaign Template
After selecting your Salesforce Campaigns, you’ll have the option to apply an existing Popl Campaign as a template to standardize settings across the imported campaigns.
If you select a template, the following attributes will be copied to the imported campaigns:
Goals
Qualifiers
Follow-up email settings
Hidden lead fields
Integration mappings and settings
Some fields will always remain unique to each campaign and will not be overridden by the template:
Campaign Name (from Salesforce)
Campaign Tag (from Salesforce)
Campaign start and end dates (from Salesforce)
Salesforce campaign mapping in integration settings (if applicable)
If the template campaign has a Salesforce connection, each imported campaign will automatically map to its corresponding Salesforce Campaign.
Step 4: (Optional) Assign Members
Finally, you’ll have the option to assign members to imported campaigns. This is optional and you can assign members after importing campaigns from the dashboard or simply allow your end users to assign themselves to Campaigns in the mobile app.
If a campaign being imported already exists in Popl and has members assigned, those existing member assignments will remain unchanged, regardless of the selections made in this step.
Step 5 - Last Step: Review & Confirm Import
Review the summary of your import, including:
Number of Salesforce Campaigns to be created or updated
Selected Popl template (if applied)
Total members to be assigned (if assigned)
If everything looks correct, click Confirm & Import Campaigns to proceed.
Now you're done! Within seconds you'll see your new campaigns in Popl.
What Data Gets Pulled from Salesforce
When creating a Popl Campaign from a Salesforce Campaign, Popl pulls the following data:
Campaign name
Start date
End date
Dates
The start time is set to the beginning of the start date.
The end time is set to the end of the end date.
Dates are created using the importing user’s local timezone.
Note: Salesforce does not provide timezone information for campaigns. If your event takes place in a significantly different timezone, you can manually adjust the dates in Popl after import.
Updating Existing Campaigns
If a Salesforce Campaign has already been imported into Popl and you import it again:
Popl will update the existing campaign.
New or updated data from Salesforce will be applied.
If a template is selected, applicable template attributes will be applied possibly overwriting any current attributes on the campaign.
Unique campaign-level fields (name, dates, Salesforce mapping) will remain aligned to Salesforce.
This ensures your Popl Campaigns stay in sync with Salesforce without creating duplicates.
FAQ
Why don’t I see the “Import from Salesforce” option?
Your team must be on the ELC plan and connected to Salesforce via the native integration. Only Full Team Admins and Sub-Team Admins can import campaigns.
Will this create duplicate campaigns in Popl?
No. If the Salesforce Campaign already exists in Popl, it will be updated instead of duplicated.
Can I import more than one campaign at a time?
Yes. You can select multiple Salesforce Campaigns in a single import flow.
Can I change campaign details in Popl after import?
Yes. You can edit campaign settings directly in Popl after import.
What happens if Salesforce data changes later?
You can re-import the campaign to make updates in Popl.
Who Can Access This Feature
Import from Salesforce is available to:
ELC teams connected to Salesforce
Full Team Admins
Sub-Team Admins
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