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Create and send emails from Salesforce

Last Updated: Jun 13, 2017 10:39AM BST

Create and send emails from Salesforce

Campaign Monitor for Salesforce gives you the ability to manage your customer data, plus send and measure the success of email campaigns, all from within your Salesforce organization.

Unless your Salesforce user profile has restricted access to the Campaign Monitor app, you can use all of the major features in your company's Campaign Monitor account to create and send the following email types:

  • Regular email campaigns
  • Automated journeys
  • Smart transactional emails

NOTE:By default, Campaign Monitor is displayed in Salesforce without the global navigation menu that includes links to open automation and transactional. There a setting to turn this on under General Settings in the administrator console, called I want to see Campaign Monitor tabs in Salesforce.

This help topic is based on the Spring '17 release of Salesforce, using the Salesforce Classic interface.

Regular email campaigns

To create a regular email campaign:

  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor
  2. Click the Campaign Monitor tab.
  3. Click Create new campaign.
  4. Select Regular A/B test as the campaign type, then follow the on-screen instructions.

Learn more about regular campaign types and formats.

Automated journeys

To create an automated journey:

  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor
  2. Click the Campaign Monitor tab.
  3. Click Automation

Creating or changing contacts or leads in Salesforce can then trigger the journeys you have set up.

TIP: Bulk importing subscribers will not trigger subscriber joins a list automated journeys. Learn more about how to change this.

Smart transactional emails

To create a smart transactional email:

  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor.
  2. Click Smart Emails.
  3. Click New.

After you have created your smart transactional email, you can link it directly from Salesforce to your contacts and leads.

Learn how to send smart transactional emails from Salesforce.

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