Support Center

Campaign Monitor for Salesforce

  • Process Builder

    Build powerful automation without code using the Salesforce Process Builder and Campaign Monitor for Salesforce invokable actions. Process builder is an advanced topic. To learn more, please refer ...

    Apr 30, 2018 05:38AM BST
  • Email Activity Component

    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...

    Mar 13, 2018 08:30PM GMT
  • Merging Salesforce Contacts

    Merging Salesforce Contacts can have different outcomes depending on the scenario. It is important to note that when a merge occurs in Salesforce, the losing record(s) will be deleted. So it's the sam...

    Mar 24, 2018 02:33PM GMT
  • Uninstalling

    If you are on a paid for plan you first need to contact us to cancel. Once we have cancelled your subscription you can uninstall using the steps below: Page Layouts In Salesforce, click the app ...

    Mar 28, 2018 01:22AM BST
  • GDPR

    In April 2016, the General Data Protection Regulation (GDPR) — a joint proposal by the European Commission, European Parliament, and the Council of the EU which provides individuals with even greater ...

    Apr 12, 2018 11:19AM BST
  • Segments

    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...

    May 02, 2018 11:59AM BST
  • Creating Leads

    If you are looking to create leads from a web form and have them automatically added to your list in Campaign Monitor we recommend making Salesforce your source of truth. The easiest way to add leads ...

    May 02, 2018 01:08PM BST

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