FAQs
How do I create segments based on Salesforce field data?
Segment rules group subscribers together based on criteria like Last Gift Date or Total Sales. Such segments can therefore be based on custom fields in your Campaign Monitor subscriber lists that are populated by Salesforce data.
1. Identify the custom fields you need in Campaign Monitor to drive the segment rules.
2. Create and map custom fields:
If you need to create new fields in Campaign Monitor, our import wizard and field mapping features allow you to quickly and easily create and map them to Salesforce fields.
Remember: You can build an import wizard from any object, so you can segment off of data that isn't on contacts or leads. Your import source just needs an email field.
3. Build segment rules:
To do this, log in to Campaign Monitor directly or click the Campaign Monitor tab in Salesforce.
Then follow this segmentation guide from Campaign Monitor.
4. Segment with the integration:
When the wizard runs or field mappings are triggered, your data will be synced to the new mapped fields.
If the values in those fields match the segmentation rules, the subscriber will be included in the segment.
Segments are dynamic, so the data is up to date as of the most recent sync from Salesforce.
More info:
