Using our Salesforce integration, you can create a report in Salesforce that will automatically be updated with the users that have completed a specific Appcues flow. You can then use that report to add those users to a campaign or to share the data with other members of your team.

Pre-requisites:

• Appcues plan that includes the Appcues<>Salesforce Integration (Growth, Enterprise, or Add-On)
• Salesforce Plan with API Access (Enterprise Edition, Unlimited Edition, Developer Edition, Performance Edition)
• Enabled Appcues<>Salesforce Integration

Build Guide

Step 1: Create a New Event Report

In Salesforce, navigate to Reports and click on “New Report”.

Click on the “Activities” Category, then select “Tasks and Events” and click “Start Report”.

Step 2: Update your report columns

Update the columns to include the data you'd like to see in the report. There is one specific value you should always include, being either “Lead” or “Contact”. In setting up the Salesforce integration you would either configure by syncing Appcues data to the Lead or Contact record in Salesforce, so you should include “Lead” or “Contact” (whichever you have mapped to) as one of the columns.

Additionally, if you’d like to use the report to add users to a campaign then you will need to include “email” as a column in the report as well.

Step 3: Set up Your Filters

The Appcues event that is passed to Salesforce will contain the type of Appcues event (Flow Completed in this use case) and the Flow Name in the event description, and these will appear in the “Comments” field when choosing a filter in the report.

You should set up three filters to only show Flow Completed events for a specific flow in the report.

1.  Update the default “Show Open Activities” filter to “Show Completed Activities”
2.  Add a filter for Comments > contains “Completed”
3.  Add a filter for Comments > contains “Flow Name” (In the example screenshot below the flow name is “Democues - Onboarding”)

You may also want to update the default filters to look for a specific date range of data and/or filter for “All Activities” as opposed to an individual team members’. That is up to your discretion.

Step 4: Save & Run your report

Click “Save & Run” your report. The table will populate with all “Flow Completed” events for the flow that you specified that have been synced via the integration. Flow Completed events that occurred prior to the Appcues<>Salesforce Integration being enabled will not be shown.

Using Your Report

Add the Contacts/Leads from the report to a Campaign

From the report page, open the actions drop-down menu and select “Add to Campaign”.

You can then choose to add the Contacts/Leads to an existing campaign or you can generate a new campaign directly from this page.

Share the Report Data

You can simply share the link to the report with other members of your team or you can add it to a new or existing Dashboard.

To add the report to a Dashboard, click on the actions drop-down menu from the report page and select “Add to Dashboard”

You can then choose to add the report to a new or existing dashboard. 

Happy Building!