Salesforce ESP Integration

Beam connects with your Salesforce account to enable ongoing post-purchase storytelling and activations around your brand community’s impact. Each time a customer selects a nonprofit while checking out with Beam, they see the impact they’re making alongside the rest of your brand community towards tangible goals (e.g., the [Brand] community is 43% of the way to funding the removal of 10,000 lbs of plastic from the ocean). This tangible impact growth is extremely motivating to customers, and our ESP trigger can be used to drive them to take key actions (e.g., make a repeat purchase, invite a friend to join the movement) as the community nears the completion of a goal.

You can preconfigure a threshold of progress towards a goal (best practices are 70% and 100%) for when Beam should notify Salesforce of the progress. When the community reaches that threshold, our Salesforce integration will trigger an email to send from you to each customer who participated in that goal automatically. Beam can also send a trigger upon the completion of the goal to congratulate community members on what they funded together.

This document outlines the email trigger options available through Beam as well as the quick steps to integration.

Record options

Community Progress

Triggers when the preconfigured percent of the community's progress bar is passed

Recipient: each of the users who contributed toward the current community goal of the nonprofit

Data included:

Name	Type	Purpose
nonprofit	string	The name of this nonprofit (e.g., LES Ecology Center)
cause	string	The name of this nonprofit's cause (e.g., sustainability)
community_goal	string	The goal description of this nonprofit's community goal (e.g., Fund supplies to compost 1,000 lbs of food waste, reducing 1,500 lbs of CO2 emissions)
community_goal_image	string (url)	The URL of the image for this nonprofit's community goal
times_completed	integer	The number of times the community has completed this nonprofit's community goal
has_completed	boolean	Whether the community has ever completed this nonprofit's community goal
community_progress	integer (between 0 and 100)	The percent progress the community has made toward the current community goal of this nonprofit, could be larger than the trigger percent (e.g. if one large transaction pushed the progress from 69% past the 70% trigger to 71%, this would be 71)

Community Progress Restart

Triggers when the nonprofit's community goal is surpassed

Recipient: each of the users who contributed toward the recently surpassed community goal of the nonprofit

Data included:

Name	Type	Purpose
nonprofit	string	The name of this nonprofit (e.g., LES Ecology Center)
cause	string	The name of this nonprofit's cause (e.g., sustainability)
community_goal	string	The goal description of this nonprofit's community goal (e.g., Fund supplies to compost 1,000 lbs of food waste, reducing 1,500 lbs of CO2 emissions)
community_goal_image	string (url)	The URL of the image for this nonprofit's community goal
times_completed	integer	The number of times the community has completed this nonprofit's community goal
first_time_completed	boolean	Whether this is the first time the community has ever completed this nonprofit's community goal

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Setting up Beam’s Salesforce integration

1. Create a New User and send it to Beam
   1. Create a user with the email esp-integrations+[your-brand-name]@beamimpact.com
   2. From the permissions page, grant the user permissions to create object types and to create records
2. Create Email Templates for Beam Community Progress Emails using this guide
   1. Beam can send metrics at any progress percentage. The team recommends sending the email at 70% completion and this is the default setting.
3. Beam will send records to your Salesforce instance to enable creating a flow
4. Take the Flow live and notify the Beam team Beam will send a test trigger to any emails specified by your team
5. Sign off on the flow and Beam takes the trigger live!

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Best practices and use cases

Use cases

1. Community is close to completing a goal
   1. Purpose: Use gamification to drive growth behaviors (e.g., referral + repeat purchase)
   2. Example headline: We’re 70% of the way to providing 1,000 lbs of produce to families in Chicago in food deserts! Invite a friend to help us get there faster
2. Goal complete; Congratulations
   1. Purpose: Show customers the impact that they were a part of to deepen their emotional connection to your brand and community. Beam can supply imagery from the nonprofit
   2. Example headline: We did it! The [Brand] community just reached our goal of funding a college readiness course for 50 formerly incarcerated women via [Nonprofit], and you helped make it happen.

Best practice content in both use cases

Example CTAs

• Share: To celebrate, share your impact to help us grow the movement. [pre populated social graphic]
• Referral: Invite a friend to help us grow the movement
• Repeat order: Help us do it again--here’s a code to make 2x as much impact on your next purchase (codes to be pre-configured with Beam to have an impact boost)

Example content following storytelling

• Aligned business practices: As a female-founded company, we are passionate about creating opportunities for women and are proud to hire formerly incarcerated women.
• Leadership statement: Here’s a note from our CEO on why this matters to us