ThankView + Salesforce Integration Guide

Connect ThankView to Salesforce to automatically track video engagement activity directly within your CRM.

Overview

The ThankView integration sends recipient engagement data from ThankView into Salesforce, so your team can view email and video performance alongside donor records.

When a recipient:

  • Opens an email

  • Watches a video

  • Clicks a call-to-action button

  • Downloads or shares a video

  • Replies via text or video

That activity is logged in Salesforce and linked to the appropriate Contact or Lead record.

This allows your fundraisers and relationship managers to prioritize follow-up and track engagement — without leaving Salesforce.

Getting Started

Step 1: Connect ThankView to Salesforce

This is a one-time setup.

  1. Navigate to Integrations inside your ThankView portal

  2. Click Connect to Salesforce

  3. Log in to Salesforce and authorize access

ThankView uses secure OAuth authentication. Your Salesforce password is never shared.

Step 2: Configure Salesforce (Admin Required)

Before engagement data can sync, your Salesforce admin must create a custom object named:

ThankView__c

This object stores all ThankView engagement activity.

Required Fields

Your ThankView__c object must include the following fields (API names must match exactly):

Field API                                     NameType

Contact__c Lookup (Contact)
Lead__c Lookup (Lead)
Event_Name__c Text
Sent_Date__c DateTime
Opened__c Checkbox
Clicked__c Checkbox
Started_Watching__c Checkbox
Finished_Watching__c Checkbox
CTA_Clicked__c Checkbox
Downloaded__c Checkbox
Shared__c Checkbox
Bounced__c Checkbox
Unsubscribed__c Checkbox
Views__c Number
Url__c URL
Video_Url__c URL
Text_Reply__c Text (255)
Video_Reply__c URL

Important: Field API names must match exactly, including the __c suffix. Even small naming differences can prevent data from syncing properly.

If your organization uses multiple ThankView portals, your admin may also add:

  • Portal_Id__c (Text)

  • Portal_Name__c (Text)

If you need assistance configuring the object, ThankView support is happy to help.

How the Sync Works

Once connected and configured:

  • Engagement data syncs automatically every 2 hours

  • A 30-minute buffer ensures engagement metrics are finalized before syncing

  • There is no manual “sync now” button

Each campaign send creates a separate ThankView__c record in Salesforce.

How Contact Matching Works

ThankView must match engagement data to a Salesforce record. Matching happens in this order:

  1. Salesforce Contact ID (Recommended)

    • If the Donor ID field in ThankView contains a valid Salesforce Contact ID, it will be used for an exact match.

  2. Email Address (Contact)

    • If no Contact ID is available, ThankView searches Contacts by email address.

  3. Email Address (Lead)

    • If no Contact is found, ThankView searches Leads by email.

  4. No Match

    • If no record is found, engagement data for that recipient will not sync.

Best Practice

For the most reliable matching:

  • Include the Salesforce Contact ID in the Donor ID field when importing contacts into ThankView
    or

  • Ensure the email address in ThankView exactly matches the email address in Salesforce

Viewing Engagement in Salesforce

Engagement records appear as related ThankView__c records on Contact or Lead records.

From Salesforce, your team can see:

  • Campaign name

  • Send date

  • Open status

  • Video watch progress

  • CTA clicks

  • Downloads or shares

  • Text or video replies

Each campaign send generates its own record, even if the same person receives multiple campaigns.

Troubleshooting

Integration Connected, But No Data Appears

Check the following:

1. Sync Enabled

Connecting the integration and enabling sync are separate steps. If unsure, contact ThankView support to confirm syncing is active.

2. Custom Object Configuration

Verify:

  • Object name is exactly ThankView__c

  • Field API names match exactly

  • Required fields exist

A common issue is renaming Contact__c to something else (like Constituent__c).

3. Contact Matching Issues

If contacts don’t match:

  • Confirm email addresses match exactly

  • Verify Donor IDs are valid Salesforce Contact IDs (typically begin with “003”)

  • If testing in a sandbox, confirm those contacts exist in the sandbox

4. Data Hasn’t Synced Yet

Sync runs every 2 hours, with a 30-minute buffer. New activity may take up to 2.5 hours to appear.

Data Synced Previously But Stopped

Possible causes:

  • Salesforce connection expired (reconnect from the Integrations page)

  • The connected Salesforce user’s permissions changed

  • The ThankView__c object or fields were modified or deleted

Some Contacts Sync But Others Don’t

ThankView can only sync data for recipients that exist in Salesforce.

If some records are missing:

  • Check for email typos

  • Confirm Contact IDs are valid

  • Ensure the records exist in the correct Salesforce environment (sandbox vs. production)

Sandbox vs. Production Environments

ThankView supports both Salesforce production and sandbox environments.

If you are testing in a sandbox:

  • Contact ThankView support before connecting

  • Ensure test contacts exist in the sandbox

  • Confirm the ThankView__c object is configured identically

  • When ready to move to production, reconnect to the production environment

Frequently Asked Questions

How often does data sync?

Every 2 hours, with a 30-minute buffer.

Is this a two-way sync?

No. The integration is one-way: ThankView sends engagement data to Salesforce.

Can historical campaigns be synced?

Yes. Contact ThankView support to re-sync past campaigns.

Can I pause the sync?

Yes. Contact ThankView support to temporarily disable syncing.

What happens if a Contact is deleted in Salesforce?

Future engagement cannot be matched and will not sync. Existing ThankView__c records will remain.

Can I rename the custom object?

No. The object must be named ThankView__c. If you use a custom Contact object, ThankView can support that with configuration assistance.

Need Help?

If you need assistance:

  1. Confirm the integration is connected

  2. Verify the ThankView__c object setup

  3. Contact ThankView support at support@thankview.com 

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