Support Center

Importing Salesforce Records

The best way to import your Salesforce records into Campaign Monitor is via our import wizard.  However, if you are working with just Salesforce contacts or leads we have other approaches for specific use cases.

  • Individually - Perfect if you want to import a single contact or lead from their Salesforce record.
  • Salesforce Campaign - If you already have a Salesforce Campaign setup with Members you want to add to a list in Campaign Monitor.
  • Automatically - Instantly add a contact or lead to a list with a simple rule-based solution.

With the exception of the import wizard when you add a record to Campaign Monitor you will also trigger any custom field mappings if applicable.


Individually

From a contact or lead record:

  1. Scroll down to the subscriber list membership related list on a contact or lead record.
  2. Click the Add (Contact or Lead) to subscriber list button.
  3. Select one or more lists and then click the Add (Contact or Lead) to subscriber list button.

Salesforce Campaign

If you use Salesforce campaigns, you can quickly import all campaign members to a subscriber list:

  1. Navigate to a Salesforce Campaign record.
  2. In the Campaign Members section, click Add Members to Subscriber List.
  3. Select a list and one or more campaign statuses, then click Add Members to Email List.

Automatically

You can automate adding Salesforce contacts or leads to subscriber lists by creating simple rules that fire when a record is created or updated. 
 

You can only create one Add and one Delete rule per subscriber list for both leads or contacts. If you need more complicated automation you could consider using Salesforce Process Builder.


To set up an automatic subscription:

  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor.
  2. Click the Automatic Subscriptions tab.
  3. Enter a name and description for the automatic subscription.
  4. Select either the Contact or Lead from the Object drop-down.
  5. Choose to either Add or Delete.
  6. Select a subscriber list.
  7. Choose when the rule should fire in the Evaluation Time section.
  8. Optionally create rule criteria, if there is no criteria the rule will just fire.

By default, if you add more than one rule in an automatic subscription, they interact with each other as AND statements.  If however, you would like the rules to be OR you can change this in the custom logic field e.g. 1 OR 2. If you are working with checkboxes ensure the input values is either TRUE or FALSE.


Date values
The following time values are supported in the input field of a rule:
  • YESTERDAY
  • TODAY
  • TOMORROW
  • LAST_WEEK
  • THIS_WEEK
  • NEXT_WEEK
  • LAST_MONTH
  • THIS_MONTH
  • NEXT_MONTH
  • LAST_YEAR
  • THIS_YEAR
  • NEXT_YEAR
  • LAST_N_DAYS
  • LAST_N_WEEKS
  • LAST_N_MONTHS
  • LAST_N_YEARS

By default, there is an option to enable account changes to trigger an automatic subscription rule.  This can be found on the general settings tab under sync settings, advanced settings.

 

Questions

support@beaufort12.com
http://assets0.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete