Overview
Required subscription: An Event Lead Capture plan is required.
Importing Campaigns from Salesforce allows you to quickly create and update Popl Campaigns using Salesforce as your source of truth for events.
With this feature, teams can import Salesforce Campaigns directly into Popl, apply standardized campaign settings using templates, and assign team members to campaigns during the setup process.
How to Import Campaigns from Salesforce
Step 1: Initiate Campaign Import
Navigate to the Campaigns page in Popl.
Click Import from Salesforce.
If your team is not connected to Salesforce:
Clicking New Campaign will show an option to connect your Salesforce account.
Step 2: Select Salesforce Campaigns
After selecting Import from Salesforce, a pop-up will appear displaying your Salesforce Campaigns.
By default, the date range is set from today through one year in the future.
You can refine the list by:
Searching by campaign name
Adjusting the date range
Filtering by campaign type
Filtering by parent or child campaigns
Filtering by campaign status
If a Salesforce Campaign already exists in Popl, it will be labeled in the list. Importing it again will update the existing campaign instead of creating a duplicate.
Select one or more campaigns and proceed to the next step.
Step 3: Apply a Popl Campaign Template (Optional)
You can apply an existing Popl Campaign template to standardize settings across the campaigns being imported.
If a template is selected, the following attributes will be copied:
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 is connected to Salesforce, each imported campaign will automatically map to its corresponding Salesforce Campaign.
Step 4: Assign Members (Optional)
You can assign team members to the imported campaigns during the import process.
Members can also be assigned later from the dashboard, or users can assign themselves through the mobile app.
If a campaign being imported already exists in Popl and has members assigned, those existing assignments will remain unchanged regardless of selections made during this step.
Step 5: Review and Confirm Import
Before completing the import, review the summary, including:
Number of Salesforce Campaigns being created or updated
Selected Popl template (if applied)
Total members assigned (if selected)
If everything looks correct, click Confirm & Import Campaigns.
Within seconds, the imported campaigns will appear in Popl.
What Data Gets Pulled from Salesforce
When a Popl Campaign is created from a Salesforce Campaign, Popl pulls the following information:
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 occurs in a different timezone, you can manually adjust the dates in Popl after importing.
Updating Existing Campaigns
If a Salesforce Campaign has already been imported into Popl and you import it again:
Popl will update the existing campaign.
Any new or updated data from Salesforce will be applied.
If a template is selected, template attributes may overwrite existing settings.
The following fields will always remain aligned with Salesforce:
Campaign name
Campaign dates
Salesforce campaign mapping
This ensures Popl Campaigns stay synchronized with Salesforce without creating duplicates.
FAQ
Question | Answer |
Why don’t I see the Import from Salesforce option? | Your team must be on the ELC plan and connected to Salesforce through 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. Campaign settings can be edited directly in Popl after importing. |
What happens if Salesforce data changes later? | You can re-import the campaign to apply updated information from Salesforce. |
Who Can Access This Feature
Import from Salesforce is available to:
Event Lead Capture (ELC) teams
Teams with the Salesforce integration are connected
Full Team Admins
Sub-Team Admins
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