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Getting Started

Once you have setup and installed Campaign Monitor for Salesforce you probably want to send out your first mass email/campaign. This process has four parts to it:
  1. Creating a subscriber list.
  2. Add your Salesforce records to your subscriber list.
  3. Creating and sending your first campaign from Campaign Monitor.
  4. View the results in Salesforce.

If you are new to Campaign Monitor please ensure you are set up correctly and have verified your account before you start the installation. If you have questions about Campaign Monitor, please reach out to them directly.


1. Creating your subscriber list
If you already have subscriber list in Campaign Monitor you can ignore this step. 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

Once you have clicked the Create List the subscriber list will be instantly created in both Salesforce and Campaign Monitor.


2. Adding subscribers
The best way to import your Salesforce records into Campaign Monitor is via our import wizard. This video overview shows how the import wizard works, but we have also detailed steps below.
  1. The import wizard works with any Salesforce object.  If you have not already done so create a Salesforce report or list view ensuring you include an email field. 
  2. Next, select the subscriber list you created earlier (or you want to work with) with by going to the subscriber list tab.  Then click the label of the list e.g. SL-0001.
  3. Now click Import Wizard then click the New Import button.
  4. The wizard will appear asking you to select between a list view or report.  Then you will be asked to choose the list or report.
  5. The next screen will allow you to map fields from your list or report to Campaign Monitor custom fields.  If you already have custom fields in Campaign Monitor, these will appear.  If not you can create them from this screen.
  6. The final step of the wizard allows you to immediately start the import, set up a schedule for future runs or both.   If you choose to schedule you can select one or more run times.  If you select all run times the import will process every hour.

You can optionally choose to replace subscribers on a list.  This will delete any subscribers from a list that are not contained within the import.  It is a useful and powerful feature but should be fully understood and tested before enabling.

 

Once submitted a subscriber import record will be created and visible on the import wizard section.  Here you will be able to monitor the status of the import, see scheduling information, and view the results of a completed import.  Every time an import runs it will add any new subscribers and update custom field mappings. When the import is completed the subscribers will be in your subscriber list and ready to use in your mass email/campaign.


3. Creating and sending your Campaign

Creating and sending your Campaign is done in Campaign Monitor itself.  You don't have to leave Salesforce you can use Campaign Monitor tab in Salesforce. This article comes from our friends at Campaign Monitor and shows how this process works. If you have any questions or want to learn more go to help.campaignmonitor.com.


4. Viewing the results in Salesforce

Once you have sent your Campaign we will bring back tracking data into Salesforce and also update your subscriber status if someone unsubscribes. 

Email Tracking
When a Campaign is sent from Campaign Monitor tracking data is collected from recipient interactions.  Every hour (by default this can be changed) Campaign Monitor for Salesforce will pull these records into Salesforce via a batch process.  We do this to be as efficient as possible.  Once the records are created we attempt to match them to a Salesforce Contact or Lead record based on email address. If an email address cannot be found the record will remain orphaned until a match can be found.
 
Storing email tracking data in Salesforce is a premium feature.  If you are on our free plan email tracking data will be removed from your Salesforce org and the ability to control it will be disabled.

Each tracking statistic record will show you (amongst other things) the campaign name, activity date, and the type.  The types of tracking data we store are sent, open, clicked, bounced and unsubscribed. The email tracking statistics appear on as a related list on a Contact or Lead record.


 

Finally, it is worth noting that email tracking statistic records take up space and count against your overall Salesforce storage limit.  So to help we have two easy ways to tune storage, you can learn more here.

Subscriber Statuses

Just like email tracking stats above when you send out a mass email your recipients interactions (bounces and unsubscribes) will be stored in Campaign Monitor. These types of interaction will update a person subscriber list membership status. 

If a person unsubscribes from a Campaign Monitor subscriber list their state will be updated changing from active to unsubscribed.  If a person has unsubscribed from all lists then we can optionally update the standard email opt-out field, you can learn more here. Similarly, if a person record has hard bounced then their subscriber member state will be updated. To find out more about Campaign Monitor bounce types click here.
 
 

Questions

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