Support Center

Campaign Monitor for Salesforce

  • 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: Creating a subscriber list. Add ...

    Mar 29, 2018 05:49AM BST
  • Installation and Setup

    Installation and setup is quick and easy. You will, of course, need both a Salesforce Org and a Campaign Monitor account. The integration works with all Campaign Monitor plans and the following Sales...

    Feb 04, 2018 12:01PM GMT
  • 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. Manage email opt in and opt out sett...

    Dec 02, 2017 02:09PM 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 ...

    Jan 22, 2018 12:36PM 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...

    Dec 18, 2017 09:08PM GMT
  • 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'...

    Feb 14, 2018 05:57AM GMT
  • Subscriber List Members

    A subscriber list membership record links a person to a subscriber list. When these records are created we attempt to match them to a Salesforce contact or lead record by their email address. If no ...

    Feb 07, 2018 05:27PM GMT
  • Email Tracking Statistics

    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 recor...

    Feb 04, 2018 12:00PM 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...

    Jan 19, 2018 12:22PM GMT
  • Granting Access

    Sometimes we might ask for Grant Login Access to so we can provide more assistance. Please do not send passwords, API keys to us (or anyone else!) Grant login access can only be provided by Salesfo...

    Feb 04, 2018 12:05PM GMT

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