Support Center

Subscriber Lists

Subscriber lists are a core part of the Salesforce integration. If you already have lists set up in Campaign Monitor these will be pulled through into Salesforce during the setup process.  If you don't already have a list you can easily create them, steps below. When viewing a subscriber list in Salesforce you have the following subscreens:

  • Details -  Change the list name, type and unsubscribe settings.
  • Members - See who belong to the list, search for a person and refresh the list manually.
  • Statistics - View the statistic for this list.
  • Import Wizard - Ab easy way to import your Salesforce data into Campaign Monitor.

You can create and manage your Campaign Monitor mailing lists without leaving Salesforce.
 

Create a subscriber list

To create a new Campaign Monitor subscriber list from your Salesforce account:

  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor.
  2. Click the Subscriber Lists tab (this is the Salesforce tab, not the Campaign Monitor screen).
  3. Click New.
  4. Enter a name for the list.
  5. Optionally change the default subscriber list settings
    1. The list is single or confirmed opt-in.
    2. The list unsubscribe settings.
  6. Optional: Select Prevent Member Sync to save on storage space.
  7. Click Create List

Delete a subscriber list

To delete a Campaign Monitor subscriber list using Salesforce:

  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor.
  2. Click the Subscriber Lists tab (this is the Salesforce tab, not the Campaign Monitor screen).
  3. Click Delete next to the name of the list.
  4. Click Delete List.

If you've imported a subscriber list into Salesforce, to keep your data clean it's best to delete it in Salesforce instead of in Campaign Monitor. If a list has already been deleted in Campaign Monitor and it is still available a few hours later in Salesforce, then we advise running a reset from the maintenance option within the General Settings Tab.

 

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