The unsubscribe process is largely driven by Campaign Monitor.
Information will be reflected back in Salesforce via our subscriber list membership records.
There are a few ways a subscriber (email address) can be opted out or unsubscribed from a Campaign Monitor subscriber list. The most common reason is that a subscriber has unsubscribed from an email sent via Campaign Monitor. In this case, the subscriber will be instantly updated in Campaign Monitor, removing them from the active subscriber list. The subscriber list membership record stored in Salesforce will be updated by the primary sync, which runs every hour.
It is worth keeping in mind that Campaign monitor allows subscribers to be on more than one list. Depending on how subscriber lists have been set up in Campaign Monitor, a subscriber can be active on one list and unsubscribed on another. What you set up in Campaign Monitor will be reflected in Salesforce.
Subscriber List Settings
Just like in Campaign Monitor you can choose the opt-in type.
Single opt-in means new subscribers are added to this list as soon as they complete the subscribe form. Confirmed opt-in means a confirmation email will be sent with a link they must click to validate their address.
Unsubscribe Settings You can choose to Remove subscribers from all lists or Only remove from this list. The recommended setting is to remove from all lists. This ensure you don't risk sending an email to somebone who has previously unsubscribed. Removed email addresses won't get imported into any new lists. This also applies to bounced addresses.
Unsubscribing / Deleting
There are several methods for unsubscribing and also setting the subscriber to deleted.
Using the Standard Salesforce Email Opt Out checkbox By default this option is not enabled, you can turn if on via our general settings tab to learn more click here. When this option is enabled a Salesforce user (with one of our permissions sets) can check the standard email opt out field found on the contact or lead. The associated Campaign Monitor subscriber list membership records will be set to unsubscribed.
Clicking the Unsubscribe All button on the Subscriber Membership Related list This unsubscribe all button resides on the Lead and Contact record under the Subscriber List Memberships related list. Clicking this link will unsubscribe the Lead or Contact from All CM subscriber lists (no matter what subscriber list unsubscribe settings you have in Campaign Monitor).
Deleting the Salesforce Contact or Lead By default this option is not enabled, you can turn if on via our general settings tab to learn more click here. When this option is enabled and when a Salesforce contact or lead is deleted the corresponding Campaign Monitor subscribers will be set to a deleted status.
Deleting an email address on a Salesforce Contact or Lead By default this option is not enabled, you can turn if on via our general settings tab to learn more click here. When this option is enabled and when a Salesforce contact or lead email address is deleted (standard email field) the corresponding Campaign Monitor subscribers will be set to a deleted status.
Editing the subscriber membership record in Salesforce and changing the state. A Salesforce user can manually edit the Salesforce subscriber list membership record. This can be found by going to a contact or lead record, and then via the subscriber list membership relalted list. Once on a subscriber list membership record you can toggle the opt in/opt out option.
A subscriber updates their status via the Campaign Monitor preference centre A person can access their Campaign Monitor preference centre record and change their status. Once they do this will update Campaign Monitor. When the primary sync runs (typically every hour) the update will appear in Salesforce.
Subscriber rules If you are using delete subscriber rules, when the rule is triggered we will set the corresponding record to a deleted state in Campaign Monitor. To learn more about subscriber rules please click here.
Import Wizard Replace The import wizard by default only adds or updates records by default. But you can use a replace option. This works by setting records to deleted in Campaign Monitor which are not part of the import. To learn more please click here.
Invokable Actions Within our package we provide invokable actions that can delete or unsubscribe a record. Invokable actions can be used in process builder, flows, and custom code.
Email Opt-Out Field
Salesforce has a standard email opt-out field which can be found on the contact or lead objects. We do provide several options allowing you to work with this field. To review these options in Salesforce please click this link.
Please keep in mind that Campaign Monitor allows a subscriber (email address) to be part of multiple lists with different states. For this reason, we feel that the Salesforce email opt-out field is not the best option as it cannot deal with multiple subscriber list membership states. This means if you enable the option via our admin app to opt out a person using the standard email opt out field in Salesforce it will unsubscribe that person from all lists.
Instead, the best practice is to use our subscriber list membership related-list (shown above). This is automatically added to the standard contact and lead page layout when you initially setup our product. Membership records and their state will be updated every time the primary sync runs.
When we sync the email opt-out field, we update the contact or lead object. Other processes and custom code will be triggered which can conflict with this update.
In addition to Subscriber Memberships records we also store the Campaign Monitor suppression list in Salesforce. This shows which records are on the suppression lists it also includes the date the email address was suppressed.
If a record is added to Campaign Monitor suppression list it will need to be manually removed in most cases.
When a record hard bounces it is first updated in Campaign Monitor. When our primary sync runs this information will be updated in Salesforce. Specifically we will update our subscriber list membership record. In addition, and depending on your settings an email tracking history record will be created for the bounce.
If you have a Salesforce contact or lead that has a subscriber membership record, with a state of bounced due to an incorrect email address you can fix this in Salesforce. Simply update the standard email address and the record will be updated in Campaign Monitor and marked active again.
If you want to find out more detailed information you can create a report using our email tracking history object in Salesforce. In the report if you include the activity type, bounce type and activity date you should have the information you need.
1. The activity type can be filtered on bounced 2. The bounced type will show if it was a hard or soft bounced 3. The activity date will show when the bounce occurred
For more information on bounced types please see - https://help.campaignmonitor.com/bounced-email-types.
The integration will not update the standard bounced fields found on the contact or lead object. These fields are typically used by Salesforce themseleves.
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