FAQs
Can I automatically create a segment? (Import Wizard segments)
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 on the CM Settings tab, under General Settings.
2. Set up your import wizard. On the last step, which includes the schedule, click Advanced and enable 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 system field called Salesforce Segment.
When the import runs:
- A new custom field will be created in Campaign Monitor called Salesforce Segment, if needed. The field is a multi-select picklist. so it can be used more than once; we will add new segment values from import wizards to it.
(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 rulewill be created in Campaign Monitor using the Salesforce Segment field and looking for the value in your import.
- Shortly, you will see those import members in two places:
- The list segment in Campaign Monitor
- The segment component in the Salesforce Subscriber list.
Taking members off a segment:
If an email is no longer included in the source list when the import wizard runs, that email will be removed from segment in Campaign Monitor. This happens in delete job that runs immediately after the import finishes.
Changing segment names:
If you change the existing segment value on the last page of an import wizard and run it, this will move the import members to the new segment. It does this by overwriting what is currently stored in segments. The old segment will remain with 0 members until your delete the import wizard.
Creating segments on multiple wizards:
Multiple import wizards can be used to create different segments. However, this is complex and requires planning. Please see Creating segments across more than one import wizard.
Note: 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:
