Support Center

Campaign Monitor for Salesforce

  • Features

    Below is a list of the features included in our paid for plan. These are free to try for the first 14 days, you can purchase at any time within the application. Add Salesforce records from any obje...

    Nov 16, 2017 07:49PM GMT
  • Billing

    Once you have installed Campaign Monitor for Salesforce you get a free 14 day trial. You can purchase at any time within the application. After 14 days you will be automatically placed on a free limi...

    Nov 17, 2017 12:07PM GMT
  • Import Wizard

    The import wizard allows you to combine some of our most popular features seamlessly. You can quickly add Salesforce records from any object via a list view or report. You can also include additional ...

    Nov 17, 2017 12:09PM GMT
  • Storage

    Like any app that creates records Campaign Monitor for Salesforce uses some of your record storage capacity. Each Salesforce record takes approximately 2KB, so if you have 10,000 active subscribers, s...

    Nov 17, 2017 12:10PM GMT
  • Permissions

    When installing Campaign Monitor for Salesforce, you are prompted to choose which Salesforce users will get access. Later, if necessary, you can grant access to additional individuals via permission s...

    Nov 17, 2017 12:12PM GMT
  • Email Opt Out

    Campaign Monitor for Salesforce works with the standard Salesforce Email Opt Out field. It can remove people from Campaign Monitor subscriber lists who have been marked "opted out" in Salesforce, and ...

    Nov 17, 2017 12:12PM GMT
  • Subscriber Lists

    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:...

    Nov 17, 2017 12:13PM GMT
  • Transactional

    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 ex...

    Nov 17, 2017 02:49PM GMT
  • Page Layouts

    When you connect Campaign Monitor for Salesforce, we will automatically update Salesforce page layouts for Contact, Lead and Campaign objects for easy access to campaign statistics and subscriber mana...

    Nov 15, 2017 09:50PM GMT
  • Uninstalling

    Uninstall Campaign Monitor for Salesforce To uninstall Campaign Monitor for Salesforce, follow the instructions below. Log in to your Salesforce account. Remove the Campaign Monitor for Sale...

    Nov 15, 2017 08:36PM GMT

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