How to Integrate Delighted with Salesforce
How’s it going everybody? This is Daniel Lambert President and Co-Founder of Plush Republic Digital Marketing. I’m doing a relatively niche topic today. What we’re going to be covering is, how to send Delighted NPS surveys on custom triggers within Salesforce. It’s pretty difficult to figure out initially but I found a workaround. If you want to create Apex triggers and do some custom coding, you can set this up via the documentation that Delighted already has. The issue that we had is we didn’t want to have to update our Apex code in the sandbox and push it to production every time we wanted to adjust those triggers. We wanted a work around that would work for us. So after a bit of testing, we were able to figure it out. Sorry if I’m a little bit slow typing I’ve got my dog hanging out here, he’s doing his own thing so I apologize for that. But let’s get started. I’m going to go pretty high level because there are a decent amount of steps. If you have any questions feel free to email me, it’s email@example.com and I’ll try to get to those as timely as I can.
So you’ll notice in this background here I’m logged into Delighted. That’s going to be your first step, is to set-up a Delighted account and you’ll need that to get going. Beyond that, you’re going to want to click into settings, go to integrations and then do Salesforce Integration. I’ve already hooked up the entire integration so I already have it installed within my Salesforce org and notice that I’m working under IZEA. I also do the digital marketing for IZEA, they’re a leading influencer marketing company, that’s who I set up this integration for. If you haven’t heard of them I highly suggest you check us out. So I’ve set this up within our org and then if I hop into Salesforce, I went to settings in my installed packages then you realize I have delighted and that’s all you’ll need to get the end result of once a survey’s been filled out, to push it to the contact record within Salesforce. Now if you wanted to trigger an NPS survey on a regular object like the creation of an opportunity or a creation of a custom object, that’s fine, it’s very easy to do using Zapier.
Where you’ll struggle is when you want to do it on custom fields short of creating Apex code. So we figured out a solution for this. We wanted to trigger on a campaign estimated end date. So when a campaign for us ends we want to know how that campaign went for our customer and to trigger off of this short of using Apex, this was difficult but what we’re able to do is use workflow email alerts to trigger that via Zapier using their email parsing tool. I want to set an alert that every time that the estimated end date equals today that it sets a trigger off in Delighted. How I was able to do that is come into my workflows and into email alerts within Salesforce and I set an email alert on the campaign end date. I just set up a simple formula within workflows, again if you have any questions you can email me on how to do that. It’s a little bit beyond the scope of this video. I just set up that trigger when the campaign end date equals today to send this email template and I kept it very simple for a reason.
To use the email parser tool it has to be the same template all the time; the more simple it is the better. All I did was include the contact name and the contact email because that’s all you need to send an NPS survey. So every time the campaign date equals today an email inbox is going to receive this exact same template every single time, that’s very important. After setting that up I had to go into Zapier and set the email address where I’m going to send this to for all this to work. So within Zapier, I created a Zap, if you’re not familiar with that again you can reach out to me but within here I want to trigger this zap on an email parser. You come in, select email parser, set up your next trigger which is a new email. I want to trigger on when this inbox receives a new email and then you’ll be prompted to set up an account. You set up an email parser account and it allows you to edit your options. So for me, this is the email address that’s going to receive that email alert that I set up in Salesforce.
So I would have set this account up on this previous step. I want to log in and allow you to set up a mailbox. I set up firstname.lastname@example.org. In here when you send a test and it will pull up that email template that you created. Al I had to do was hover over the selection I wanted and then name it. So I hovered over that variable of name and then I named it Name. I hovered over that variable of email which will eventually be that email from Salesforce and named that variable Email. Click save. When I save this, that will say every time that this email address receives an email with that template to take those two fields and put them into a variable. So I would save this and exit since it’s already set up I don’t have to. Within that Zap, we now have that workflow triggering when a campaign end date is today in Salesforce sending that email alert to this email address with that same template and creating variables out of those two fields that I just highlighted.
The only thing that you would need to do after that is make your second step the Delighted Integration. I want to add personal/schedule a survey and how I’m doing that is by connecting that Delighted account and then taking those variables that I just set in that email parser in the step above right here. You could click here and it says new email and the parse output would be my parse output email for the email and my parse output name for the name. Then I’ll go ahead and click save here. You can mess around with the delays and stuff like that if you want to really customize it but all you really need are these two options here. If I go ahead and click continue and finish and it would have you name your news app that you created. So as long as your workflow email alert is triggering and firing correctly and the email parser variables that you set up in that last step are set up correctly, it will automatically send that through Delighted and because you set up the integration already with the installed package, Salesforce will relay that back to the contact in Salesforce.
Just a recap how this works is: you set up a Delighted account, you set up your Salesforce Integration and make sure that installed package is set up, you’ll create a workflow trigger and an email template with the fields that you need which is Email and Name to fire every time that a custom field that you want it to fire on becomes a certain value. When you’re in Zapier you take that email template, you create the variables and you just send those variables to the Delight Integration and all the work will be done for you there. Again it’s pretty simple to set up. If you have any questions feel free to reach out to me at email@example.com and if you like this video please leave some comments and subscribe to my channel. There are a lot more marketing tips, efficiency tips, and how-to tutorials on a lot of CRM integrations and inbound lead generation efforts. Thank you for your time guys and have a great day.