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. Manage email opt in and opt out sett...

    Dec 02, 2017 02:09PM 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
  • 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...

    Jan 01, 2018 11:34AM 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 ...

    Dec 28, 2017 01:12PM 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...

    Dec 27, 2017 02:39PM 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...

    Dec 05, 2017 10:45AM 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 ...

    Dec 11, 2017 05:27PM 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'...

    Dec 28, 2017 12:00PM 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

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