Segments are useful if you want to better target a group of people within a subscriber list. Segments are built directly in Campaign Monitor at the subscriber list level and are based on custom fields, you can learn more here
. Campaign Monitor for Salesforce makes it easy to keep custom fields in sync, which in turn will update your segments. There are two ways to work with custom fields:
- Custom field mappings
- Import wizard
Both the above solutions will allow you to map Salesforce fields to your Campaign Monitor custom fields. In addition, if you have not yet created your custom fields in Campaign Monitor this process can help you create and map them directly in Salesforce.