My Salesforce record meets the subscriber rule criteria, why has it not been added or deleted?

When a subscriber meets the criteria in a Subscriber rule, but the rule isn't firing, there are a few things to check:

  • Is the email address valid, not duplicated, or on a suppression list?
  • Is the email address already on the susbcriber list but in a different state i.e. deleted or unsusbcribed?
  • Do Salesforce users that are editing a record have one of our permission sets?
  • Was the record edited to fire the rule first? Like other automation, an edit has to happen for rules to be triggered.

There are two ways to test a rule and surface errors to help you understand the issue:

  • Add the subscriber by hand on their Salesforce record (contact, etc). This will give you immediate feedback about issues with your rule or competing validation or custom automation:
    • On our custom Subscriber Membership component: click Manage Lists and add the member by hand
    • On the Subscriber List Member related list: click the Add Subscriber button and select your list
  • Use the Preview Record button on the rule builder to test a particular sample email.

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Campaign Monitor supportFor Salesforce · By Beaufort 12

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