--- title: Salesforce Account Engagement Email Automation Setup type: article created: '2026-04-05' updated: '2026-04-05' source_docs: - raw/2025-11-14-salesforceaccount-engagement-sync-101737737.md tags: - salesforce - account-engagement - email-automation - gravity-forms - wordpress - segmentation - integration - blockers - asymmetric layer: 2 client_source: null industry_context: null transferable: true --- # Salesforce Account Engagement Email Automation Setup ## Overview Working session between Chris Østergaard and Karly Oykhman to plan and begin implementing Salesforce Account Engagement (AE) email automation for a client (Cora). The goal is to route leads from three WordPress landing pages into segment-specific email flows. Two blockers were identified and assigned to Chris; no hard deadline exists — correct setup takes priority over speed. **Attendees:** Chris Østergaard, Karly Oykhman (Asymmetric) **Date:** 2026-04-05 --- ## Goal Automate email nurture flows in Salesforce Account Engagement so that when a prospect submits a form on one of three landing pages, they are captured as a Salesforce lead and enrolled in the email sequence for their segment: | Segment | Landing Page | |---|---| | Digital Fabrication | WordPress page (Google Ads traffic) | | Traditional Fabrication | WordPress page (Google Ads traffic) | | Fine Art | WordPress page (Google Ads traffic) | --- ## Architecture & Segmentation Logic - Leads arrive via **Gravity Forms** on WordPress landing pages. - Each form submission should create a Salesforce Lead/Prospect with the **`Business Channel`** field populated to indicate segment. - AE uses `Business Channel` to route prospects into the correct email flow. - Three **AE Campaigns** (one per segment) are used to bucket email performance metrics (open rates, click rates) by segment. ### Campaign Structure Karly created the "Digital Fabrication" campaign as a test. Two more need to be created: - Traditional Fabrication - Fine Art Campaigns are created under the **Campaigns** tab in AE → **New** → provide a name. A description (e.g., "Email flow from [segment] landing page form") is optional but recommended. > **Future consideration:** Parent campaigns (e.g., "Website Leads" or "Google Ad Leads") can group all three segments for roll-up reporting. --- ## Key Decisions - **Segmentation field:** `Business Channel` (not "Business Type" — earlier naming confusion resolved) - **One campaign per segment** to enable clean per-segment email performance reporting - **Priority: correctness over speed** — client has no hard deadline; setup should be done properly - Karly will document the full segmentation logic in a Loom video for Chris's reference --- ## Blockers ### Blocker 1 — Gravity Forms → Salesforce Sync Not Configured **Status:** ❌ Unresolved — assigned to Chris - The **Gravity Forms Salesforce Add-on** is installed on the WordPress site but has not been configured. - Chris submitted a test "Fine Art" form; the lead did **not** appear in AE's "Prospects Created" dashboard, confirming the sync is broken. - The add-on requires a **feed** to be created that maps Gravity Forms fields to Salesforce fields. **Resolution path:** 1. Configure the Gravity Forms Salesforce Add-on feed for each form. 2. Map form fields to Salesforce fields, ensuring: - `Lead Source` = "Website" - `Business Channel` = correct segment value (e.g., "Digital Fabrication", "Fine Art") 3. Verify leads appear in AE after a test submission. > **Related issue:** `Traditional Fabrication` is missing from the `Business Channel` picklist in Salesforce. Karly will add it before Chris configures the feed mapping. --- ### Blocker 2 — Email Template Missing AE Unsubscribe Tag **Status:** ❌ Unresolved — assigned to Chris - Raphael built an approved HTML email template. When Karly attempted to save it in AE, it threw: *"The unsubscribe tag is required in the body of the email."* - **Root cause:** The template contains static unsubscribe text ("you can unsubscribe here") with no link — AE requires a **dynamic unsubscribe tag** specific to its platform. - Every ESP has its own unsubscribe tag format; Chris will research the correct AE syntax and update the HTML. **Resolution path:** 1. Identify the correct AE unsubscribe merge tag (e.g., `%%unsubscribe%%` or similar). 2. Replace the static text in Raphael's HTML with the dynamic tag. 3. Re-save the template in AE. 4. Address a secondary cosmetic issue: a placeholder image in the template preview is misaligned — Chris will coordinate with Raphael to fix and refine the template before building the three segment-specific emails. --- ## Access & Permissions Chris initially could not access the AE app. Resolved during the meeting: - Karly added the **`Account Engagement Connector User`** permission set to Chris's Salesforce user profile. - Chris confirmed successful access to the AE app afterward. --- ## Action Items | # | Owner | Task | |---|---|---| | 1 | Karly | Record Loom + write up segmentation logic (`Business Channel` field, flow routing) for Chris | | 2 | Karly | Add "Traditional Fabrication" to the `Business Channel` picklist in Salesforce | | 3 | Karly | Create "Traditional Fabrication" and "Fine Art" campaigns in AE | | 4 | Karly | Add Chris and Raphael to the ClickUp task containing the HTML template | | 5 | Chris | Configure Gravity Forms Salesforce Add-on: create feeds, map fields, populate `Lead Source` and `Business Channel` | | 6 | Chris | Fix AE unsubscribe tag in HTML template; coordinate image alignment fix with Raphael | | 7 | Chris | Build three segment-specific emails from the refined template; assign each to its corresponding AE campaign | --- ## Transcript Excerpts **On the project goal:** > "They want to set up emails to where whenever somebody fills out that specific landing page, whether it's their segments are digital fabrication, traditional fabrication, and fine art — whenever somebody fills out one of those forms, they get added to the system and into an email flow that's specific to that segment." — Karly, ~5:05 **On the Gravity Forms sync:** > "I'll need to look into what actually is required to connect Salesforce and Gravity Forms." — Chris, ~24:10 **On the unsubscribe tag:** > "Every platform has their own structure for unsubscribes... I don't know [the AE format]. I can go mess around with it." — Chris, ~26:17 **On timeline:** > "They're not ones that's like they want to get it done like yesterday... we want to get it done properly, not quickly." — Karly & Chris, ~28:08 --- ## Related - [[wiki/knowledge/salesforce/salesforce-account-engagement-overview]] *(if created)* - [[wiki/knowledge/wordpress/gravity-forms-crm-integration]] *(if created)*