Support Center

Campaign Monitor for Salesforce

  • 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...

    Mar 22, 2018 07:07AM 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 ...

    May 08, 2018 01:08AM BST
  • 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...

    Apr 16, 2018 12:04PM BST
  • Custom Field Mappings

    When you add your Salesforce contact or lead records to Campaign Monitor we send over a name and email address. You might want to send over more Salesforce data to allow email personalisation or list...

    Apr 30, 2018 02:06PM BST
  • Salesforce Campaigns

    If you use Salesforce campaigns, there's a couple of features we think you will find useful. The first allows you to link a Sent Campaign Monitor Campaign to a Salesforce Campaign. The link is made a...

    Mar 20, 2018 04:58PM 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...

    Dec 03, 2017 10:11AM GMT
  • Removing records from subscriber lists

    Campaign Monitor for Salesforce provides a number of ways to remove people from subscriber lists, all from within your Salesforce account: Use the Email Opt Out checkbox. Change an individual c...

    Dec 27, 2017 02:38PM GMT
  • Manage Billing Settings

    Manage Billing Details The billing details below refer to the Campaign Monitor for Salesforce integration (this is different to Campaign Monitor which is charged separately). The billing page can b...

    Aug 30, 2017 04:10PM BST
  • Manage General Options

    Manage General Options The general options page can be reached via the menu Apps -- > Campaign Monitor Admin --> General Settings --> Options The general options page provides the commonly...

    Apr 16, 2018 01:24PM BST
  • Manage Campaign Settings

    The Campaign settings page can be reached via the menu Apps -- > Campaign Monitor Admin --> General Settings --> Campaign Settings Campaign Settings Up...

    Dec 03, 2017 02:04PM GMT

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