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Getting Started - Xoxoday Plum and Salesforce Integration
Getting Started - Xoxoday Plum and Salesforce Integration

Learn about integrating Xoxoday Plum and Salesforce

R
Written by Rishabh Kumar
Updated yesterday

Creating a Reward Link Campaign

Step 1: Login/Signup to your Xoxoday account here.

Step 2: On the Admin Dashboard, navigate to Settings > Campaigns, Select Reward Link Campaign, and click "Create New".


​Step 3: Choose a Name

Choose a descriptive and memorable name for your campaign to easily identify it later. Consider including the campaign objective or target audience in the name.


Step 4: Customize your Catalogue as per the Country, Denomination of the Campaign, and Select your Vouchers. Once done click "Save and Close".

Step 5: Personalized Communication

Customize your email and SMS campaigns to resonate with your audience. Use personalization tokens to address recipients by name and segment your messaging based on demographics or past interactions.

Step 6: Click "Preview" and now you can edit the redemption page background.

Step 7: Click "Update Campaign" and you are good to go!

Integrating Xoxoday Plum and Salesforce

Step 1: Click on Salesforce Integration under Manage Integration and select "Connect" to sync Salesforce with Xoxoday Plum.

Once you click on the "Connect" button, you will be taken to the salesforce page to finish connecting both Platforms. Refer to the below link for the Steps.



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