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 prevent them from being added to new subscriber lists in Salesforce.
To set how you want the Email Opt Out field to function:
- In Salesforce, click the app menu at the top right, then select Campaign Monitor Admin.
- Click the General Settings tab.
- Select Options.
- Enable the options you want to use, more details below on how each one works.
Prevent Contacts or Leads being added to lists when Salesforce Email Opt Out is checked.
If the Salesforce 'Email Opt Out' field is checked on a Contact or Lead, then the Contact or Lead cannot be added to any subscriber list in Campaign Monitor. This only impacts future 'Email Opt Out' field updates in Salesforce.
Unsubscribe Contact or Lead when Salesforce Email Opt Out is checked
Unsubscribe the Contact or Lead from lists in Campaign Monitor when the 'Email Opt Out' field is updated to true/checked on the Salesforce Contact/Lead.
Set Salesforce Email Opt to true when a contact or lead is unsubscribed or deleted in all lists
Automatically update the Salesforce 'Email Opt Out' field to true when the email is unsubscribed from ALL Campaign Monitor lists. This field is updated when the main sync next runs (typically hourly). When the setting is first turned on, you may need to perform a Subscriber list members refresh as described here: Reset Stored Data
If the email opt out flag is still not being checked after the main sync has run, then it's possible the integration is unable to update the Contact or Lead due to validation checks. If this is the case, you may see message logs in Maintenace Logs that provides more details.