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                            • Good to Know

                              Lists From Contacts and Leads

                              If you use Salesforce to collect and maintain contact information, good news! SoGoSurvey can use your Salesforce Contacts, Leads or Accounts to send out surveys! Simply create a Contact List in SoGoSurvey from either Salesforce Contacts, Leads, or Accounts and publish. Beyond email address, you may also choose to pull additional information about your records to use in Data Population, Mail Merge, and more. At this time, importing Contacts/Leads/Accounts from Salesforce creates a static Contact List that is not updated automatically based on changes in Salesforce.

                              Here’s how:

                              1. Under Distribute, click Contact Lists.
                              2. Click on New, then select List.
                              3. Enter a unique name for your list.
                              4. Select External Sources, then choose Salesforce.
                              5. Next, choose to import records from Salesforce Contacts/Leads/Accounts.
                              6. To apply a filter, respond to ‘Do you want to apply filter on this list?’ by switching the toggle to Yes. Also, to allow adding duplicate records turn on the ‘Allow duplicate email addresses’ to yes.
                              7. On the next step, as per the allowed column limit the fields will be pre-selected. Remove unwanted fields by simply unchecking the pre-selected checkboxes.
                              8. Select the email address field, which can be used for sending email invites.
                              9. Click Done.

                              When you’re ready to publish your survey, you can choose this List as your source and reach out directly to all of your Contacts and Leads.

                              This feature is available only in our Enterprise plan. Contact us to take advantage of this option.

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