CampaignSuite

Introduction

CampaignSuite is more than just a Wordpress plugin. In addition to this addon to your Wordpress installation, CampaignSuite is actually a general marketing solution for your organization. The plugin is only a small part of the marketing landscape that Gopublic is happy to help you with.

The installation of the CampaignSuite plugin in Wordpress creates a wide range of extra options within this CMS. Gravity Forms in particular will receive a lot of extra linking options for external parties. The image below shows an overview of the technical operation of CampaignSuite within Wordpress.

Wordpress must contain the plugins Gravity Forms and CampaignSuite. These communicate with the CampaignSuite API which is made by Gopublic.

This API can currently have authorized connections to:

  • Salesforce (Converse, Findock and Plauti Duplicate Check)
  • Mautic
  • Salesforce Pardot
  • Dynamics 365
  • Marketing Cloud

Per connection it is possible to set the authorization based on for example oAuth2 credentials. In this documentation, you will find the different steps to take to set up such a connection.

Installation

After activating the plugin, a menu option will be added in the Wordpress admin under Settings called CampaignSuite. Below are all global settings of the plugin.

Enter your CampaignSuite Key here to activate your license. You will receive this license key from us if you have become a CampaignSuite customer. Without this key it is not possible to use CampaignSuite within your environment. Do you not have a license key or have you lost it? Please contact the Gopublic Sales Department . After activation, the connection options available to you will appear in the left column (depending on your own preferences). These could be:
  • SalesForce
  • Mautic
  • Pardot
  • Dynamics
  • Gravity Forms
  • Debug

Creation of database tables

When activating the plugin, 3 additional database tables will be created in the Wordpress database. These tables contain information about campaigns and submissions within CampaignSuite.

This table stores records for donations. Data that comes in via webhooks can also be stored in this table.

When a Gravity Forms form is linked to a Mautic form, a submission will store Mautic information in this table (for example the Mautic Contact ID). The entry will also be sent to Mautic.

Various metadata related to Gravity Forms submissions can be stored in this table (such as a SalesForce Case ID)

Salesforce

If you link CampaignSuite to SalesForce, the following options may become available:
  • Create payment requests via Converse or Findock
  • Creating custom objects (such as Cases)
  • Retrieving and updating Contact and Account information (Preference Center)
  • Using deduplication with the Plauti Duplicate Check App
  • And more …
To establish a successful connection with Salesforce, three steps must be completed:
  1. Creating a Connected App
  2. Adding Remote Site Setting
  3. Link the Connected App to CampaignSuite

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Connected app

A Connected App within Salesforce ensures that you can set up an authorized connection in a secure way to send data back and forth. This connection is established through oAuth .

Follow the steps below to add the Connected App to SalesForce.

    1. Go to Salesforce Setup and search for App .
    2. Then click on App manager in the search results
    3. Click on New Connected App in the top right corner
    4. Enter a Connected App Name and a contact email address.
    5. Check the checkbox Enable OAuth Settings under the heading API (Enable OAuth Settings)
    6. Enter the following link at Callback URL : https://api.campaignsuite.nl/v1/token/salesforce/register
      This link can be found in the CampaignSuite settings under the Salesforce tab:
    7. Add the following 2 rights to Selected OAuth Scopes :
      – Access and manage your data (api)
      – Perform requests on your behalf at any time (refresh_token, offline_access)
    8. Click on save at the bottom of the page

It can take an average of 10 minutes for settings to be processed in Salesforce. In the meantime, copy the Consumer Key and Consumer Secret from the newly created App. We will soon set this up at CampaignSuite.

Remote Site

Findock uses Webhooks. To make your website accessible within Salesforce, the URL of your website must be added to the Remote Site Settings . To do this, follow the steps below:

  1. Go to Salesforce Setup and search for R emote .
  2. Then click Remote Site Settings in the search results.
  3. Click on New Remote Site
  4. Enter a name and the URL of your website running CampaignSuite.
  5. Click on Save

Your website has now been added as a secure website to be accessed by, for example, Findock.

Connect to CampaignSuite

Once the Connected App has been created, you can link it to CampaignSuite. Go through the following steps to do this:

  1. In Wordpress go to Settings > CampaignSuite > Salesforce
  2. Click on Authenticate
  3. Select in the popup whether you want to connect to a Sandbox (Test) or to a production environment (Live)
  4. Enter the Connected App Consumer Key and Connected App Consumer Secret and click Authenticate.

  5. In the next screen enter the login details of a Salesforce user and log in to Salesforce

When you return the connection is established and you can click on Close window. The page will then be refreshed automatically and the Salesforce settings will be shown.

Settings

When a connection is established with Salesforce, the following settings can be changed within CampaignSuite that affect the way CampaignSuite communicates with the CRM.

Payment settings

  • Payment Connector
    Select your current Payment Connector within the Salesforce instance here. We currently support Converse and Findock (v1 and v2).
  • Payment Endpoint
    Enter the correct endpoint here which can be used for communication with, for example, Converse or Findock. These settings can often be found at the Site settings of your Salesforce instance.
  • SF Account Name Syntax
    By default, the Name of an Account is composed by {Contact.FirstName} {Contact.LastName} . Set a different syntax in this field if the name must be different. For example Fam. {Contact.MiddleName} {Contact.LastName}.
  • SF Default Debit Day
     When a donor issues an authorization, the start date is always the day the donation is made. If this should be a fixed day of the month, enter it in this field.
  • SF After Debit Day to 1st
    When a number of a day is entered here and a donor issues an authorization on a day of the month that is later than the specified number, the start date of an authorization will be set to the 1st of the following month.
  • Non Debit Campaign Field
    CampaignSuite determines on the basis of the Payment Connector and the Source Connector which custom fields should be used for a non-debit payment to SalesForce. If this field needs to be different, enter it here (e.g. copa__Originating_Campaign__c) .
  • Debit Campaign Field
     CampaignSuite determines based on the Payment Connector and the Source Connector which custom fields should be used for a debit payment to SalesForce. If this field needs to be different, enter it here (e.g. copa__Originating_Campaign__c) .
  • Payment field authorization
    When a recurring payment is made, CampaignSuite automatically hides the payment methods Ideal, Paypal, Creditcard, Sofort and Bancontact. Check here the methods that should not be hidden.
  • Duplicate Check App
     For financial and non-financial forms, CampaignSuite will by default use the Relation API options from Converse or Findock. This API takes into account the Salesforce Duplicate Rules.
    Provided your organization has the Plauti Duplicate Check App, tick it here. Every connection with regard to a Contact and / or Account will first go through the App. Then possibly via the payment API.

Specific settings for Duplicate Check

When CampaignSuite uses the Duplicate Check, the API will always be called first if a Contact / Account combination has to be stored. The advantage of this is that you can determine in the settings of the Duplicate Check App when a duplicate is found or not. This is based on scores. In these CampaignSuite settings you can determine these scores for an Account and a Contact. See this page for more information on using scores.

Specific Findock settings

If your Payment Connector has Findock, you can choose from v1 and v2 .
In addition to this setting, the following adjustments are also possible:

 

  • Findock Version
     Indicate here whether you want to use Findock v1 or v2.
  • Findock Source Connector
    Select the Source Connector you are using in the Findock configuration.
  • Paypal Processor
    If your Paypal Processor deviates from the standard, you can indicate this here. This setting is only used with a recurring Paypal payment in Findock.
  • Ideal Processor
     If your Ideal Processor deviates from the standard, you can indicate this here. This setting is only used with a one-time Mollie payment in Findock.
  • Findock Target Value
    The Target field is available in Findock’s API call. This value is added by default with a Findock payment authorization.

Mautic

CampaignSuite can be linked with the Marketing Automation package Mautic . When the link has been made, you can link Gravity Forms forms to Mautic forms. You then link the fields in the Mautic forms to Mautic Contact fields. In this way, Leads can be created via CampaignSuite by Gravity Forms.

If your website also loads the Mautic pixel, CampaignSuite will ensure that the submission will be linked to a possible existing Mautic contact based on the Mautic ID (mtcid). In this way, submissions can be automatically linked to existing or new Mautic contacts.

To activate the Mautic connection, you only need to perform one action in Mautic:

  1. Create New API Authentication Credentials

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API Verification data

The connection to Mautic is established through a OAuth 2 connection. Follow the steps below to set this up:

  1. Log in to Mautic and click on the radar icon at the top right
  2. Then go to API Authentication Information
  3. Click on New in the top right corner
  4. Choose at Authorization Protocol for OAuth 2
  5. Enter a name that is recognizable to you for the connection
  6. Enter the following value in the last field: https://api.campaignsuite.nl/v1/token/mautic/register
    This URL can also be found in the CampaignSuite settings.
  7. Click on Save & close
  8. In the next screen, copy the Public Key and Secret Key.
  9. Now go to the Mautic tab in the CampaignSuite settings and click on Authenticate.
  1. In this screen enter the URL of your Mautic instance and the just copied Public Key and Secret Key .
  2. Finally, click on Authenticate to get to the Mautic login screen. Log in with your credentials to confirm the connection.
A connection has now been successfully established with your Mautic instance.

Mautic settings

It is recommended to have the same fields in the Gravity Forms form as the Mautic form. But you don’t have to create a form twice. CampaignSuite has the option to copy a Gravity Forms form to a Mautic form in one go.

Select a form from Gravity Forms and choose whether it should be a Standalone or Campaign form in Mautic. Then click on Create a form . Now a new form has been created in Mautic with exactly the same fields as the Gravity Forms form.

Pardot

It is possible to connect Pardot to CampaignSuite. After this link based on a Connected App in Salesforce, you have the option to send a Gravity Forms submission to a Form or Form Handler in Pardot. You also have the choice to make this submission to Pardot only if, for example, a payment has been successfully completed to Salesforce.

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Connected App Salesforce

To establish a connection with Pardot, you must establish a connection with a Connected App in Salesforce.

Follow the steps below to add the Connected App to Salesforce.

    1. Go to Salesforce Setup and search for App .
    2. Click in the search results on App manager
    3. Click on New Connected App in the top right corner
    4. Enter a Connected App Name and a contact email address.
    5. Check the checkbox Enable OAuth Settings under the heading API (Enable OAuth Settings)
    6. Enter the following link at Callback URL : https://api.campaignsuite.nl/v1/token/pardot/register
      This link can be found in the CampaignSuite settings under the Pardot tab.
    7. Add the following 3 rights to Selected OAuth Scopes :
      – Access and manage your data (api)
      – Perform requests on your behalf at any time (refresh_token, offline_access)
      – Open Pardot Services (pardot_api)
    8. Click on save at the bottom of the page

It can take an average of 10 minutes for settings to be processed in Salesforce. In the meantime, copy the Consumer Key and Consumer Secret from the newly created App. We will soon set this up at CampaignSuite.

Connection CampaignSuite

Once the Connected App has been created, you can link it to CampaignSuite. Go through the following steps to do this:

  1. In Wordpress go to Settings > CampaignSuite > Pardot
  2. Click on Authenticate
  3. Select in the popup whether you want to connect to a Test, Dev or Live environment.
  4. Enter the Connected App Consumer Key, Connected App Consumer Secret and Business Unit ID click Authenticate.
    (Click here to find out where to find the Business Unit ID).
  5. In the next screen enter the login details of a Salesforce user and log in to Salesforce

When you return the connection is established and you can click on Close window. The page will then be refreshed automatically and the Pardot settings will be displayed.

Currently there are no additional settings available for the Pardot connection.

Marketing Cloud

Marketing Cloud is the marketing automation package from Salesforce. CampaignSuite offers a number of extensions to Gravity Forms that allow various connections to be made with Marketing Cloud. Think about:
  • Creating a Transactional Email event
  • Creating a Journey event
  • Prefilling a form based on Marketing Cloud Contact data
  • Use dynamic content from Marketing Cloud on pages based on unique parameters
Prefilling data and retrieving dynamic content from Marketing Cloud does require specific Cloud Pages. If you want to make use of this, please contact us.

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Marketing Cloud Authentication

The connection to Marketing Cloud is established through a OAuth 2 connection. Follow the steps below to set this up:

  1. Go to the tab Marketing Cloud in the CampaignSuite settings and click on Authenticate.
  2. Enter the following information in the form:

    – Subdomain ID
    This is a unique ID that can be found in the URL of Marketing Cloud. It is important that you only enter the ID here, and not the rest of the URL.
    – Account ID
    Enter your Marketing Cloud Account ID here
    – Client ID
    Enter your Marketing Cloud Client ID here
    – Client Secret
    Enter your Marketing Cloud Secret here
  3. Click Authenticate.
  4. The connection has been established successfully.

Marketing Cloud options

Once you have established the secure connection to Marketing Cloud, several options will appear in the Marketing Cloud tab.

Prefill Endpoint page

Here you can enter a URL of a public Marketing Cloud Page. This page contains logic that can retrieve Contact data from Marketing Cloud’s database based on parameters in the URL (for example, id and hash). This data must be displayed as JSON data. If you would like to use this functionality, please contact us.

Gravity Forms

This tab shows all forms in Gravity Forms in one overview. For each result you can see which connections have been set up in the form (such as Salesforce or Mautic). The last column contains a direct link to the first page found on which this form can be viewed. This way you can quickly go to a particular page to test the form.

You can also indicate whether a white overlay should be shown with each form by default as soon as the visitor sends the form. This overlay also ensures that the visitor does not accidentally submit the form twice.