FAQs
What is the best way to import data into Campaign Monitor?
The import wizard is the most popular way to add records from Salesforce to Campaign. It has a 3 step process that allows you to:
- Select a source - Salesforce reports, list views, campaigns, or SOQL. Your source must include a field of the Email data type.
- Map the fields - Include fields in your source (report columns, campaign member fields, etc) that you want to map to Campaign Monitor custom fields. These can be used to segment your subscriber list, personalize emails or trigger automation.
- Schedule and customize the process - Imports can be scheduled up to hourly and run as any user with one of our permission sets.
Special import features:
- The import wizard allows you to work with any Salesforce object.
- You are not limited to the standard Email field.
- You can create one or many imports on the same subscriber list.
- Imports can be a one-off exercise or scheduled for future runs.
- The replace option can remove records from a subscriber list.
- You can choose to have records that are Deleted set back to active.
Please review our support article, which covers how the import wizard works and includes a video and FAQs for special features.

