FAQs
How do I create a new Campaign Monitor custom field?
There are several ways to create custom fields in Campaign Monitor?
Import wizard:
Note that the import source is what determines the fields available to map. The fields must be in the source as columns or fields.
Once you have the right fields in the report, check if you can map the existing CM fields. If not, it could be because the data type on both sides doesn't match or it is already mapped in that import. You can create new custom fields as you are mapping:
- First, confirm the Salesforce field you want to map is in your source (report or list column, SOQL statement or a Campaign Member field). We can only map those fields in the import.
- Click the Campaign Monitor Field pull-down menu and scroll to the bottom of the picklist. Screenshot: https://jmp.sh/sIvK5Kr5
- Click New Campaign Monitor Field (Based on Salesforce field) .
- Click Next and run the import.
When the import runs, we will create the new custom field for you, with the same field name and the correct data type.
Field mappings:
You can also create a new Campaign Monitor custom field in the field mapping interface on each list.
- Open the Subscriber List and click Field Mappings.
- Click Edit and then New Campaign Monitor Field.
- Choose the object from which you want to create a new field (contact, lead).
- Choose the field and and Click Select.
- We will add the new field to the Campaign Monitor field column and map it to the Salesforce field you chose.
- If you need to Edit the mapping direction, click the down arrow on the new row, the Edit Mapping to do that.
- Don't forget to save.
When the import runs, we will create the new custom field for you, with the same field name and the correct data type.
In Campaign Monitor:
You can create fields directly in Campaign Monitor as well. Be sure the data type matches.
Data types:
All our mapping interfaces will only let you map fields with matching data types. Please see these guides on data types that require special handling:
