By sending gifts through Loop & Tie’s Salesforce app, you can evaluate if Contacts that receive gifts have higher engagement rates than Contacts that don’t.
How it works:
When a salesperson communicates with a contact, a Salesforce activity record is generated, and counting the total number of activities related to a Contact requires a custom field (“# of Total Activities”) to be built on the contact record. Your organization’s Salesforce administrator will then need to build an automation to roll up the count of total activities completed, which can be done via a trigger or a third-party app like Declarative Rollup Summaries.
Once the “# of Total Activities” field is built, a report can be created to compare the number of activities related to contacts that received a gift to the number of activities related to contacts that did not receive a gift. This is done using the “Gift Status” field on the contact object, which is part of the Loop & Tie managed package.
The following instructions only describe the creation of the “# of Total Activities” field, not the automation to roll up the number of completed activities to the field. As mentioned above, that will need to be done via a trigger or a third-party app chosen by the admin.
Step 1: Create the “# of Total Activities” field on the Contact Object
Field Name: # of Total Activities
Description: Counts the total number of activities sent to a Contact
Click on the Gear Icon and select Setup
Click on "Object Manager"
Select the Contact Object
Click on Fields and Relationships and select “New”
Scroll down and select “Text” as the type of the field and click on Next
Fill in all the required information and click Next. We recommend using the name “# of Total Activities.”
Set field level security and click Next
Choose the appropriate page layouts and click Save
The “# of Total Activities” field has been created.
At this point, your Salesforce administrator should write a trigger to roll up the number of completed activities to the contact object, or explore third-party applications like Declarative Rollup Summaries.
Step 2: Create a Report
Navigate to the Reports tab
Click the “New Report” button
Select: “Contact & Account” and click Continue
Click the edit button and update the name to “Gifted vs Non Gifted Contacts”
Add the columns “Name”, “Gift Status” and “# of Total Activities”
Click on the Filters Tab, select the range for Created Date as “All Time”, and click Apply
Click Save & Run
The resulting report will allow you to compare engagement for gifted and non-gifted contacts, as well as the activities related to each. You can also summarize the report by gift status to show the total activities for each status.