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Add Salesforce contacts or leads to subscriber lists

Last Updated: Jun 12, 2017 11:08AM BST

Add Salesforce contacts or leads to subscriber list

Campaign Monitor for Salesforce makes it easy to import contacts and leads to Campaign Monitor. There are four ways to add people to subscriber lists from Salesforce:

  • Individually
  • In bulk
  • From a Salesforce campaign
  • With automatic subscriptions
This help topic is based on the Spring '17 release of Salesforce, using the Salesforce Classic interface.

Add individual contacts or leads

NOTE: This method requires Campaign Monitor for Salesforce objects to be activated in page layouts.

To add a contact or lead to a subscriber list from their own record:

  1. In Salesforce, navigate to either the Contacts or Leads tab.
  2. Next to "View", select "All Contacts" (or "All Leads") and click >Go
  3. Click the name of the contact you want to add to the list.
  4. In the "Subscriber List Memberships" section, click Add Contact to Subscriber List Add Lead to Subscriber List
  5. Select a list, then click Add Contact to Email List or Add Lead to Email List

TIP:To select multiple lists, on Windows hold CTRL and click the lists you want. On OS X, hold Command and click the lists you want.

Bulk import contacts or leads

NOTE: This feature is not supported in Salesforce Professional edition.

To add multiple contacts or leads to a subscriber list at once:

  1. In Salesforce, click the app menu at the top right, then selectCampaign Monitor.
  2. Click the tab.
  3. Click the Subscriber List ID that you want to bulk import contacts or leads to.
  4. Import Subscribers
  5. Contact List View Lead List View then select the contacts or leads you want to add to the subscriber list.
  6. Add Contacts to Subscriber List (or Add Leads to Subscriber List, then follow the on-screen instructions.

Add members from a campaign/h2>

If you use Salesforce campaigns, you can quickly import all campaign members to a new or existing subscriber list:

  1. In Salesforce, navigate to theCampaigns tab and select a current campaign.
  2. In the "Campaign Members" section, click Add Members to Subscriber List
  3. Select a list and a campaign status, then click Add Members to Email List

Learn more about linking email campaigns to Salesforce campaigns.

Add contacts or leads with automatic subscriptions

You can automate adding Salesforce contacts and leads to subscriber lists by building rules in Salesforce, like when a status changes, or a record is created. This can also be used when you create leads with Web-to-Lead Forms

You can only create one "Add" and one "Delete" rule for each Campaign Monitor list. To create more complex rules, use the Process Builder.

Automatic subscription is a Campaign Monitor for Salesforce Premium feature.

To set up an automatic subscription:

  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor Click the Automatic Subscriptions
  2. Enter a name and description for the automatic subscription, then select either Lead from the "Object" dropdown.
  3. From the "Action" dropdown, select whether the contact or lead will be added to, or deleted from the subscriber list.
  4. Select the subscriber list you want to add to or remove from.
  5. If you selected to add to a subscriber list, below "Evaluation time" choose when you want the automatic subscription rules to run.
  6. Below "Rule Criteria", select a contact or lead field, an operator ("equals", "not equal to", "starts with", "contains" or "does not contain"), then enter the text to check for. For example:

  7. Add further rules if required, then click Save

By default, Rule Criteria interact with each other as AND statements. To change this apply a different logic rule.

Checkbox values
If you're using a checkbox field in your rule, in the input field enter true or false.
Date fields
If you're using a date field in your rule, use the Salesforce date format (YYYY-MM-DD).
Time values
The following time values are supported in the input field of a rule:
·      YESTERDAY
·      TODAY
·      TOMORROW
·      LAST_WEEK
·      THIS_WEEK
·      NEXT_WEEK
·      LAST_MONTH
·      THIS_MONTH
·      NEXT_MONTH
·      LAST_YEAR
·      THIS_YEAR
·      NEXT_YEAR
·      LAST_N_DAYS
·      LAST_N_WEEKS
·      LAST_N_MONTHS
·      LAST_N_YEARS

Apply logic to rule criteria

By default, if you add more than one rule in an automatic subscription, they interact with each other as AND statements.

To define more complex relationships, use Salesforce's filter logic in the logic field below the rule criteria.

For example, in an automatic subscription with three rules, you could use the following logic: 1 AND (2 OR 3)

Allow Account tab changes to trigger automatic subscriptions. In addition to contacts and leads, if you want Account changes to also trigger automatic subscriptions:

  1. In Salesforce, click the App drop-down at the top right, then select Campaign Monitor Admin
  2. Click the Advanced Settings tab.
  3. Next to "Account changes fire auto subs

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