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Salesforce Campaigns

If you use Salesforce campaigns, there's a couple of features we think you will find useful.  The first allows you to link a sent email to a Salesforce campaign page. The link is made available on the "Campaign Monitor Statistics" section.  The second feature allows you to auto-create Salesforce Campaigns when a Campaign Monitor Campaign is sent. Not only will the Campaign be created but we will link both Campaigns and also create Campaign Members.

Below, we'll explain how to link campaigns and how to sync campaign statistics to the "Campaign Monitor Statistics" object.

Link an email campaign to a Salesforce campaign

After you have created and sent an email campaign from Campaign Monitor:

  1. In Salesforce, create a new Salesforce campaign or open an existing one.
  2. In the Campaign Monitor Statistics section, click Link to Campaign Monitor.
  3. Select an available campaign and click Link Campaign

You can only link one email campaign to a Salesforce campaign, and the same email campaign can't be linked to multiple Salesforce campaigns.

To learn more about Campaign Settings click here.

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