Salesforce Integration

Salesforce + Hyperise Integration - Use Salesforce to Grow Your Business with Personalised Images

Written by AshLast update 1 year ago

Salesforce and Pardot can be used to add personalised imaged to your email sequences two easy steps.

Once you've added a Hyperise image to your email template, the image will dynamically personalise to each recipient, using the data available within Salesforce, and supplemented using Hyperise data enrichment where needed

Step One: Add Salesforce as a datasource

Once Salesforce has been added as a data source, click to select it, then copy the Image code.

The image link copied will include all the required Salesforce tags to personalise your email.

Step Two: Add image link to Salesforce message

Within Salesforce or Pardot create a new email message and select 'Source' button to toggle to the code view:

then paste in the copied image link from step one:

You can now toggle back using the same 'Source' button, you will now see a non personalised version of your image.

It will show with default data in the preview, but these will be updated for each prospect as the emails are sent out.

Thats it! Salesforce will now pass the prospect data it has to the image, which will be created on the fly, as Salesforce sends out the email and the recipients open it.

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