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Email Activity Component

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. Creating any record in Salesforce counts against your data storage limits. If you have a lot of tracking data or have already used up your storage limit this can be a problem.  The solution, if you are using Salesforce Lighting, is to use our Email Activity Component which surfaces the data instead of storing it.

Before you add the component a few import points:

  1. This is a Salesforce Lighting only feature.

  2. The component can only be added to the Contact or Lead page layouts.

  3. We surface both classic campaign and journey tracking data.

  4. Data is pulled via subscriber list memberships, if this data is not being added to Salesforce you will not see tracking data.

  5. You can view all subscriber list tracking data or use the component filter to limit to a particular subscriber list.

  6. If the contact or lead you are viewing is on more than 10 lists you will need to select a list to view (i.e. you cannot view all list tracking history due to limits).

Adding the component

  1. When on a Salesforce Contact or Lead record.

  2. Click on the Setup cog on the top right.

  3. Select Edit Page.

  4. On the Left side, pane scroll use the search components to find Email Activity.

  5. Once found drag and drop Email Activity on the page.

  6. Click Save.

We recommend that a Salesforce system administrator with experience working with Lighting page layouts adds the component.

 

Questions

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