See which emails your customers are opening, clicking on etc.
Manage what email tracking data is pulled back into Salesforce.
Show summarized stats using the email activity component.
Campaign Monitor stores interactions made by a subscriber. An interaction is grouped into sent, opened, clicked, unsubscribed, bounced, etc. Our integration can pull a copy if this data into Salesforce via our primary sync which by default runs every hour.
The interaction data for campaigns or journeys is stored in our Email Tracking History custom object. This object appears as a related list on contacts or leads (illustrated below) and can be used to build Salesforce reports.
Storing email tracking data in Salesforce is a premium feature. If you switch to the free plan, email tracking data will be removed from your Salesforce org and the ability to control it will be disabled.
Optionally you can add one of our Lightning components to the page. Components show similar information to the email tracking history object, but instead of using stored records in Salesforce, it surfaces the data from Campaign Monitor. Surfacing means data is not stored in Salesforce, and therefore it is not taking up any of your storage capacity.
Campaigns & Journeys
The Email Activity & Journeys component will show you tracking data by surfacing it in real-time in Campaign Monitor. In addition, it will provide a summary as indicated at the very bottom. Surfacing data is a good option if you prefer not to store data using your Salesforce storage allowance.
The component also has another advantage: it can be added to any page layout. So, for example, you could add the component to a case page layout. Once added, you must click the cog icon and select an email field found on the object. Once a field is selected, if the email address contained in the field exists in the linked Campaign Monitor account and has an email tracking history, it will be displayed.
Journey information will only appear if there has been an interaction with an email. So if a person has been sent an email but not opened it, nothing will appear in the component.
Smart Emails (transactional)
Smart Emails use a different set of Campaign Monitor APIs and do not work the same as campaigns or journeys. Instead, you have the possibility of creating a Salesforce task or message. If you create a task or message, you can also use a separate Lightning Component to surface email interactions.
A component can only be added to the contact or lead Salesforce lightning page layout. The component will show both campaign and journey tracking data. Components have in-built filters.
Adding Lightning Components
Within Salesforce lightning, navigate to a Salesforcecontact or Lead record.
Click on the Setup cog on the top right.
On the left side, pane scroll uses the search components to find the Campaigns & Journeys and the Transactional Email Activity components.
Once found drag and drop email activity on the page.
When a Salesforce task or message is created as part of the transactional send process the component will update based on data stored in Campaign. You can choose between different email templates being sent using the dropdown arrow, click to see a preview of the email or refresh the component to pull in the latest data (illustrated below).
The email tracking component will only work if the create tasks option is enabled on the Smart Email Mapping template as shown above. Campaign Monitor data is surfaced and therefore not available to Salesforce reporting.
Below are two articles that are recommended reading and the best next steps.