Newsletter Subscribers

1 Automatic Synchronization
2 Advanced Parsing
- 2.1 For registered customers only
- 2.2 For every subscriber
3 Related articles

Automatic Synchronization

This option allows you to enable automatic synchronization. If disabled, the synchronization still can be performed manually.

To Enable automatic synchronization

go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Newsletter Subscribers

Set the “Automatic Synchronization“ option to “Yes“

As a result, when customers assign a new subscription on Frontend it will be automatically synchronized with Salesforce Lead and Contact.

To check if the subscriber was synchronized:

go to Magento Admin panel - Marketing - Newsletter subscribers - scroll to the newly created subscriber

You should see that the “Salesforce Sync Status” column has a green tick and the “Lead ID” column contain link

To Disable automatic synchronization

go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Newsletter Subscribers
Set the “Automatic Synchronization“ option to “No“

As a result, when customers assign a new subscription on Frontend it will not be automatically synchronized with Salesforce Lead and Contact.

To check if the subscriber was not synchronized:

go to Magento Admin panel - Marketing - Newsletter subscribers - scroll to newly created subscriber

You should see that the “Salesforce Sync Status” column has a “red exclamation mark” and the “Lead ID” column is empty.

Manual synchronization

For manual synchronization do next:

Go to Magento Admin panel - Marketing - Newsletter Subscribers
Mark checkbox next to customer you want to manually synchronize
Click the “Action” menu - “Sync with Salesforce”

As a result, the subscriber should receive a Lead ID and Salesforce Sync Status become green tick

Advanced Parsing

For registered customers only

When the “Advanced Parsing“ option is set to “For registered customers only” - The Email Opt Out flag will be managed only for registered customers in Magento. This means that only registered customers who were assigned for the newsletter will be synchronized as Leads

to enable this option:

go to Magento Admin panel - Salesforce (sidebar menu) - B2B & Customers - Newsletter Subscribers
Set the “Advanced Parsing“ option to “For registered customers only“

For every subscriber

For every subscriber - The integration will use internal logic to collect the required information from the email address to capture subscriber record and their subscription status in Salesforce. This means that registered customers and guest customers who were assigned for the newsletter will be synchronized as Leads