FAQs
How does segmentation work?
Segments are often based on custom fields in your Campaign Monitor subscriber lists.
The first step to building such a segment is identifying the custom fields in Campaign Monitor that drive the segment rules. You can then populate those fields with Salesforce data.
Mapping 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 Campaign Monitor custom fields 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.
Build segmentation lists:
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.
Segmenting 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:
