FAQs
Can I automatically create a segement?
The import wizard can automatically create a segment. A typical use case is to create a segment in Campaign Monitor based on the name of a Salesforce campaign. Please follow the steps below:
1. Ensure that Enable Import Wizard Segments is enabled - https://login.salesforce.com/apex/wbsendit__GeneralSettings?cmpid=1
2. On the last step of the import wizard, which includes the schedule, click Advanced. At the very bottom, you will see the option to Create Segment. The name will be automatically generated but you can change this.
IMPORTANT: On the import wizard mapping step, do not map anything to the Salesforce Segment field we include.
When the import runs:
- A new custom field will be created in Campaign Monitor called Salesforce Segment. The field is a multi-select picklist so it can be used more than once. (Do not map any Salesforce field to this; it's a system field we use.)
- The records contained in the import wizard will have the segment name populated against their membership records in Campaign Monitor.
- A segment will be created in Campaign Monitor using the Salesforce Segment field
- If you change the segment value on the last page of an import wizard that is already setting a different setting and run it, this will overwrite what is currently stored in segments. All report members at the time will be included in the segment in Mailchimp.
- If an email is no longer included in the source list when the wizard runs, that email will be removed from segment in Campaign Monitor.
Please note that, depending on the import size, it can take a short time (typically less than 30 minutes) for the segment to show all records.
More info:
