Connecting campaigns with Inxmail Professional

Note: As a user of the Inxmail Professional Email Marketing for Salesforce - Multi Account Extension, you must select an Inxmail account before connecting a campaign with Inxmail Professional. If you are only authorised on one Inxmail account, your campaign is automatically linked with this Inxmail account.

In order to successfully send a mailing using the Inxmail Professional Server, the members must be transferred to Inxmail Professional.

The following instructions outline the steps required to do this.

Step by step

  1. Open a created campaign using the Last used elements toolbar or the Campaigns tab.

    This directs you to: Campaign > Name of the campaign

  2. Click Edit.

    This directs you to: Change campaign > Name of the campaign

    Note: Alternatively, you can double-click the Connect with Inxmail Professional column on the overview of the campaign details and enable the Connect with Inxmail Professional check box using the inline editing feature.

  3. Enable the Connect with Inxmail Professional check box under Inxmail Professional.

  4. Save your entries.

    This directs you back to: Campaign > Name of the campaign

    Note: The campaign members are now transferred once to Inxmail Professional. If subsequent changes are made to the members, it is necessary to manually establish a connection again. The members are then transferred again in full.

  5. Update your browser window to view the current status of the connection with Inxmail Professional.
  • The transfer of the campaign name and members is complete as soon as the connection status field is set to synchronised. This can take several minutes depending on the number of members.

Important: If the campaign cannot be connected to Inxmail Professional, contact your Salesforce administrator. Your Salesforce administrator can check the settings for outbound messages, see section Outbound messages in the installation manual.

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