Support Center


Our transactional solution allows you to send individual emails through Campaign Monitor when a Salesforce record is updated or changes. There are a number of use cases for this feature, an obvious example is to send an email when a case is closed in Salesforce. There are 3 steps in this process, explained in full detail below:
  1. Create a smart email template in Campaign Monitor.
  2. Map your smart email to Salesforce.
  3. Build a Salesforce Process Builder flow to trigger the email.
To use transactional you must be on a monthly billing plan with Campaign Monitor. You will also need to set up email authentication for your Campaign Monitor account. Triggering smart transactional emails requires knowledge of Salesforce Process Builder. Transactional reporting isn't available in Salesforce currently, it is in Campaign Monitor.

Smart Email Templates

Smart email templates are where you design how the email looks, add content and set up variables to populated with Salesforce data.  The templates are set up in Campaign Monitor to learn more click here.  It is worth noting that you cannot use a combination of liquid and custom variables.

Map Your Smart Emails To Salesforce

After you have set up a smart email template in Campaign Monitor you are ready to map the variables and define recipients.
  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor.
  2. Click the Smart Emails tab.
  3. Next to the View dropdown, select All then click Go.
  4. Click Refresh List to import and update the Smart Email Templates.
  5. Select the template you want to work with by clicking the Template Name.
  6. Next to Smart Email Mappings, click New.
  7. Enter a name and description for the new mapping.
  8. If you want to create a task when the email is sent select true if not false.
  9. Select the object you want to trigger an email by typing in its name in the root object field.
  10. In Field mappings, click Map next to a variable then select a Salesforce field to map it to.
  11. In Recipients you can map a Salesforce email field to receive the transactional email, and whether they receive it normally, as a CC, or as a BCC.
  12. Click Save to finish.
When working with Recipients you can apply filters.  For example, a contact's birthdate before 1979, or their city. By default, multiple filters interact with each other as AND rules. You can change this using Salesforce's filter logic below.

Trigger smart transactional emails from Salesforce

There are two ways to trigger a transactional email. The first, and most common is to set up a Process Builder flow to trigger an email based on pre-designed APEX code. The second is to set up a global action.

1. Process Builder

Get the smart email mapping ID
To automatically send smart transactional emails using Salesforce process builder, you need the smart email mapping ID. This is to tell the system which email to send. To get started:
  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor.
  2. Click the Smart Emails tab.
  3. Next to the View dropdown, select All then click Go.
  4. Click Refresh List to import and update the Smart Email Templates.
  5. Select the template you want to work with by clicking the Template Name.
  6. On the Smart Email page, click the smart email mapping name in the table below the New button.
  7. On the page that loads,  copy the smart email mapping ID to your clipboard.
  8. Click Cancel to exit the "Smart Email Mapping" page.
Set up a process to trigger the email
With the smart email ID on your clipboard, it's time to set up a process in the Process Builder:
  1. Click setup near the top right of your Salesforce account.
  2. On the left in the Quick Find search box type process builder.
  3. Below Workflow & Approvals, click Process Builder.
  4. On the My Processes page, click New.
  5. Enter a name and an API name for the new process, then click Save.
  6. Build out the process
  7. Click Add Action to open the "Select and Define Action
    1. From the Action Type dropdown menu, select Apex.
    2. Give the action a name.
    3. From the Apex Class dropdown menu, select Transactional Email.
  8. In the Set Apex Variables table, edit the Record Id as follows:
    1. From the Type menu select Reference.
    2. In the Value field, navigate to the record ID (for example, the Contact ID if you're working with the Contact object).
  9. In the Set Apex Variables table, edit the Smart Email Mapping Id as follows:
    1. From the Type menu select ID.
    2. In the Value field, paste the smart email mapping ID you copied earlier.
  10. Click Save to complete.
  11. Click Activate, then Confirm to turn the process on.

2. Global Action
  1. Click setup near the top right of your Salesforce account.
  2. On the left in the Quick Find search box type Global Actions.
  3. Click New Action
    1. Action Type - Custom Visualforce Page
    2. Visualforce Page - Smart Email Action
    3. Height - 110px
    4. Standard Label Type - None
    5. Label -  Send Smart Email
    6. Name - Send_Smart_Email
Once the action is in place it should appear in a records feed.  If not check the object page layout to see if the global actions have been overriden.

seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
Invalid characters found