When bringing in campaign results you have a number of options, some fields are compulsory if selecting certain data points for retrieval.
When adding a custom field you will be presented with the options as if you were globally adding a custom field in NXT. Simply fill in the fields required by your business rules to complete. This field will be added to all records retrieved based on the selection made on the ‘Activity’ tab.
Most fields shown here will mimic what you see when globally adding an interaction and you should fill this out with your CRM business rules in mind. However the following fields are also compulsory:
- For all interactions – you must add a custom field for Campaign ID. This prevents you from adding duplicate actions for the same email campaign.
- For retrieving open and click data – interaction attributes for open and click values
All attributes must be text type fields. Once created in your CRM these will then be visible in the dropdowns on the interaction creation screen in Chimpegration Cloud.