Add records from any Salesforce object to Campaign Monitor.
Map Salesforce fields to Campaign Monitor custom fields.
Schedule to automate the process.
Creating an Import
Go to the Subscriber list tab in Salesforce.
Then click the label of the list i.e. SL-0001.
Now click Import wizard then click the new import button.
Select your data source and then click next.
Map Salesforce fields to Campaign Monitor.
Immediately start the import, or set up a schedule for future runs or both.
Salesforce limits report imports to 50,000 records. If you are using Salesforce Professional list view import are not supported. If you set up the import wizard using a list view it will not update should the view be changed. To update an import using a list view edit and click through to save the changes.
Subscriber List Management
The Campaign Monitor import wizard allows you to add, update, or remove subscribers from your lists. You can also choose to resubscribe deleted subscribers.
Default: Add, Update Subscribers
This option will add or update subscribers that are in the source import.
Add, Update, Resubscribe Deleted Subscribers
In addition to adding and updating subscribers, this option will also set deleted subscribers back to active. Please Note - Bounced, unsubscribed, or suppressed subscribers will not be resubscribed.
Add, Update, Remove Subscribers
In addition to adding and updating subscribers, this option will also set any subscribers in Campaign Monitor to deleted if they are not in the source import.
Add, Update, Remove, Resubscribe Deleted Subscribers
This option will complete all four actions. It will add and update records. If records are not in the source import they will be set to deleted in Campaign Monitor. Records that are in the import but have a deleted status in Campaign Monitor will be made active again.
Which option should you choose?
The best option for you will depend on your specific needs. If you only need to add or update subscribers, then the default option is fine. If you need to resubscribe deleted subscribers, then you should choose the second option. If you need to remove subscribers from your lists, then you should choose the third option. And if you need to do all four actions, then you should choose the fourth option.
Clear blank values
If you have mapped a field to Campaign Monitor that has a blank value in Salesforce. And you want this to also set the value in Campaign Monitor to blank. You first need to enable the clear blank value option.
A new Beta feature allows you to create a segment as part of the import wizard flow. This can be useful where you have a single subscriber list but would like to email only a few of those subscribers based on records in the import wizard. To make the feature visible on the import wizard, please click here to locate and enable the option.
Once the import completes:
1. A new multi-select picklist will be created in Campaign Monitor.
2. All the members of the import will have the value selected.
3. A new Campaign Monitor segment will be created.
You can permanently delete subscribers from a Campaign Monitor subscriber list. If these records are imported in any way either via our integration or directly they will be considered as new susbcribers.
Managing an Import
Results - Shows the results of the last import.
Edit - Allows you to make changes to the import.
Delete - Will delete the import record.
Change user - Changes the running user of the import.
Run now - Runs the import immediatley once clicked.
Global general Options
Prevent Contacts or Leads being added to lists when Email Opt Out is checked (Import Wizard Only)
With this option enabled if an email address belongs to a contact or lead record that has the standard email opt out field set to true they will not be added to Campaign Monitor. It is worth noting that if there are duplicate records and any of those records are opted out none will be added to Campaign Monitor.
Enable Import Wizard Segments
This option needs to be enabled to show the segement option as part of the import wizard see above.
This roughly translates to how many schedule import wizard jobs you can run at the same time. For most customers the limit far exceeds their needs, and therefore will never be an issue. If we detect that you have too many imports running at the same time and there are no slots we'll try again later. We also provide messaging should you have schedules overlapping.
But if you need a lot of scheduled imports there are some key things we'd suggest.
1. Try to stager the start time for imports if you have more than one.
2. You don't have to select every hour if possible try to leave wider gaps.
3. If you are running an import frequently check your source to make it as efficient as possible.
a. Only include the columns of data you are actually importing.
b. Consider using a filtter only include records that have changed recently.
c. Exclude records that have been opted out, or don't have a valid email address via filters.
If you are not sure how many schedule imports you have we have created a report to help. Please checkout the Subscriber Imports Report (Schedule) found in the Campaign Monitor for Salesforce report folder.