FAQs
How do I work with first and last name fields?
Campaign Monitor only includes a Full Name field. For merging salutations or other needs, you may want separate first and last name fields. You can create custom fields in Campaign Monitor to store first and last names.
You can create first and last name fields either:
-
- In Campaign Monitor (as custom fields)
- During the import wizard (during mapping)
- In field mappings (adding fields)
Creating Salesforce records:
If you have chosen to create Salesforce records (contacts, etc) when a subscriber is new to Salesforce, we will attempt to split that Full Name field into a first and last name based on spacing. Of course this could be the incorrect split for names with multiple parts.
But if you have chosen to update Salesforce records (not create new ones) based on Campaign Monitor data we will not update a person's name in Salesforce if the Full Name field changed in Campaign Monitor. This is to ensure data in Salesforce is not incorrectly updated.
Creating custom first and last name fields is a good workaround for updating or creating records in Salesforce, too. See the links above for how to make those custom first and last fields. You can use the same custom first and last name fields to map data in either direction.