Salesforce & Ratecard: about the integration

How to collect feedback on autopilot and report it back within Salesforce via Ratecard

By integrating your Salesforce and Ratecard accounts, you can benefit from collecting feedback on autopilot and reporting it back within Salesforce. Don't worry about asking for feedback and/or reviews anymore: the process is 100% automated, so it doesn't take up your time. Get started now and improve every day!

How it works

• Connect your Salesforce account with Ratecard via Zapier
• Set up triggers to automatically add contacts to a smart group, or set up a real-time integration via workflow rules and email templates within Salesforce
• Build your own form(s) and/or use our proven questionnaires (e.g. CX, cNPS, eNPS or EX)
• Send real-time and personalised requests per email & SMS
• Set goals, measure and benchmark to improve every day
• Check out your feedback in real-time within Salesforce
• Get more traffic, higher conversion rates and lower marketing costs
• Let your team spread your ambassadors' words and grow (even) faster!
  
  

Installation guide

Step 1: Create a smart group within Ratecard

First of all, you need  a smart group in Ratecard. The smart group address will be used to send your email template to, so you can send an event-based campaign to i.e. your candidates, clients and/or employees. Make sure you have at least added one group, give the group a name - e.g.  "Salesforce | Candidate | Contract activated", and copy the address in your list with smart groups within Ratecard:

**groupid**@group.ratecard.io

Step 2: Create an email template within Salesforce

Now let's go on to your Salesforce application, and login using your Salesforce credentials. We will now set up an email template that we will later send if an event occurs within Salesforce (e.g. a contract is activated or a placement is approved; see: further steps). Follow these steps in order to add your email template correctly:

• Go to Email Templates, located under Email, within Administration
• Click on the [New Template] button in the top middle to create a new email template
• Select "Text" as the type of email template you would like to create, and click "Next"
• Give your email template a name, e.g. "Ratecard | New contract", and use this as the subject of your email as well
• Copy and paste the text below in the "Email Body" field of your template, and click "Save" to save your template:

beginratecard
[
{
"firstname": "{!Contact.FirstName}",
"lastname": "{!Contact.MiddleName} {!Contact.LastName}",
"email": "{!Contract.Contractor_Email_Address__c}",
"phone": "{!Contract.Contractor_Mobile_Phone__c}",
"owner": "{!Contract.OwnerEmail}",
"contractstart": "{!Feedback__c.Contract_Start_Date__c}",
"contractend": "{!Feedback__c.Contract_End_Date__c}",
"feedbackid": "{!Feedback__c.Name}",
"contractid": "{!Feedback__c.ContractId__c}",
"recordtype": "{!Feedback__c.RecordType}"
}
]
endratecard

Step 3: Add smart fields to your group within Ratecard

Within Ratecard a contact always consists of four standard fields: first name, last name, email, and phone. However, you can add more data to each contact by using smart fields. Make sure you've added these smart fields in order to be able to catch the fields used in the email template example above:

• Owner | Type: Team members | Tag name: owner
• Contract start date | Type: Date/time | Tag name: contractstart
• Contract end date | Type: Date/time | Tag name: contractend
• Feedback Name | Type: Text | Tag name: feedbackid
• Contract ID | Type: Text | Tag name: contractid
• Record Type | Type: Text | Tag name: recordtype

Step 4: Set up a workflow within Salesforce

Next, we will set up a workflow within Salesforce that will make sure the email template will be filled and send whenever an event occurs within Salesforce. Follow these steps in order to set up a workflow correctly:

• Go to Workflow Rules, located under Process Automation, within Setup
• Click on the [New Rule] button in the top middle to create a new workflow rule
• Select the object to which the workflow rule applies, e.g. "Contract" or "Placement" and click "Next"
• Give your workflow rule a name, e.g. "Ratecard | Contract activated"
• Create one or more rule criteria, e.g. "Contract: Status" with operator "equals" and value "Activated", and click "Next"
• Now you can specify workflow actions. Select "New Email Alert" in the dropdown menu "Add Workflow Action"
• Give your email alert a name, e.g. "Ratecard | Feedback on autopilot", and click on the search icon to look for and select the email template you made in step 2
• Now enter the address of the group you created in step 1 in the "Additional Emails" box, select "Current User's email address" and click on the "Save" button:

Step 5: Collect feedback on autopilot via Ratecard

It's time to set up an event-based campaign that is sent out to each new contact that is added to the smart group you selected in step 1 above. Within this campaign you can select the form you would like to use to ask the right questions at the right time. If you don't have any forms yet within Ratecard, you can build your own form and/or use our proven questionnaires (e.g. for CX, cNPS, eNPS or EX). Make sure (a) you add the smart fields mentioned above to your email template within the campaign you've set up in Ratecard, and (b) add a hidden field for each smart field mentioned above within the form you're using to collect feedback and/or reviews.

Step 6: Report feedback back into Salesforce

Last but not least, you might want to report feedback back into Salesforce. This can be done via Zapier, so whenever you'll receive feedback you can:

• Update a contact within Salesforce
• Create a custom object within Salesforce
• Update a custom object within Salesforce
• Create an event within Salesforce
• Create a note within Salesforce
• Create a task within Salesforce

Congrats, you're all set now! Real-time and personalised requests will be send out per email and SMS once your trigger(s) is/are fired within Salesforce. Now you can improve every day and grow like a champion 🤘🚀

Interested?

If you're interested in collecting feedback and/or reviews on autopilot via Ratecard and Salesforce, please let us know. Not a customer of Salesforce or Ratecard yet? Don't worry, you can schedule a free demo via Ratecard or Salesforce, or you could set up a free trial at Ratecard so you can test the waters without any risks. Check out all pre-made Ratecard + Salesforce integrations here.