To connect a Romify Event to a Salesforce Campaign, start by opening the Event Details view from the Events tab in the main menu (1), and then choose the relevant row containing the event (2).

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Salesforce

<aside> 💡 Salesforce Campaign Settings are only available if Romify is connected to Salesforce.

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Edit button - click the pencil icon to begin (1)
Add Event Defaults - this will redirect you to the Salesforce mappings tailored for this specific event (2)

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Take Leads to Campaign - select the Salesforce Campaign the Romify leads should be sent to (3). If you've recently added a new campaign to Salesforce and cannot find it, click the Refresh button to update the list (4).
Set Campaign Member status - choose the Salesforce Campaign Member status that should be assigned to the Lead (5)
Save - click Save (6)

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Troubleshooting Missing Campaigns

If you are having trouble locating the proper Salesforce Campaign in the Romify Hub even after using the refresh button, please ensure the Campaign Type in Salesforce is set and identically matches the filters defined in: