Below is a detailed video overview. You can skip to specific sections by hovering on the timeline or clicking on the play bar's chapter list.
This screen focuses on the primary sync, which pulls data from Campaign Monitor every hour and stores it in Salesforce. At the top, you can choose to change the sync frequency. You can also see when the sync last ran and the current status. The primary sync is run against a specific user called the Salesforce Sync User. Generally, this is both a Salesforce system administrator and the person who initially set up the integration. This can be changed by clicking the icon next to the user name. If you need to stop the primary sync from running, click the turn off sync button. The sync now button will run the primary sync. The dropdown button has a few additional options which are generally not needed.
Campaign Monitor Clients
There are two types of Campaign Monitor account agency and direct. Most companies will be using a direct account, so they will only have one client in the table. But if you have connected an agency account, you can use this table to manage Campaign Monitor sub-clients. To add a sub-client, click on the select clients button.
Email Tracking Data
Like any app that creates records, Campaign Monitor for Salesforce uses some of your record storage capacity. Each Salesforce record takes approximately 2KB, so if you have 10,000 active subscribers, syncing the subscribers alone will take up approximately 20MB of space.
By default, the last 180 days are stored. Using this section, you can tune how much data is stored in Salesforce, increasing or decreasing storage usage. A quick way to free up space is to limit the days to keep field. It is worth noting your data is safe in Campaign Monitor we just take a copy. You can also reduce or stop email tracking history by setting the days to keep to zero. We have a Lightning component that can be added to the contact or lead page layouts that will surface email tracking history data instead. Click here to learn more.
This screen shows several options that, when enabled, configure how our product works. Next to each option is a help hint icon which, when hovered over, will give more information.
Email Opt In/Out
We have a dedicated article to help please click here to review.
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.
Generally the options in this section are not enabled with the exception of the first two items. These options allow you to trigger journeys in Campaign Monitor if records are being added by our integration. And the account trigger option is useful if you working with subscriber rules and the contact and account objects.
Disabling triggers will effectively stop our application from working which can be useful when troubleshooting or testing.
As we continue to improve the product additional options will appear in this section. We always make the options as self-explanatory as possible with helpful hints.
You can manually link a Salesforce Campaign to a sent Campaign Monitor Campaign. Or you can have the integration automatically create a Salesforce Campaign and link it when a sent Campaign Monitor Campaign is synced. Keep in mind that there is no need to create Salesforce campaigns. Email tracking history will flow into Salesforce without them. We also create our Campaign Monitor Campaign records in Salesforce. But if you have manually created and linked a Salesforce campaign, you need to make sure the Update the linked Salesforce campaign with Campaign Monitor campaign statistics option is enabled. Just beneath that, there is an option to auto-create Salesforce Campaigns. When a Salesforce Campaign is created, we create campaign member records based on the Campaign Monitor campaign. You can choose to have the Salesforce Campaign Member status updated every time the primary sync runs. The map status table allows you to specify the status values in Salesforce based on their Campaign Monitor counterparts. By enabling the auto create option, we will also add those values to the linked Salesforce Campaign.
The maintenance page allows you to set up or remove page layouts and view system messages.
When the application is first installed into Salesforce, the page layouts (buttons, fields, related lists, etc.) will be automatically set up. If for any reason, you need to undo this automation or you have and want to re-apply the page layouts, you need to come to this page and click on the appropriate button.
This table shows messages captured in Salesforce, which might help when troubleshooting. To view additional information, click on the dropdown to the right and view. The support code will open up our website and provide specific guidance. There is also an audit log option to show system changes.
Internal Governor Limits
By clicking the cog icon on the page (top right hand corner) you have the possibility of accessing a screen to manage internal governor limits. For most customers the default settings do not need to be changed, and this is a very advanced operation.
But via this screen you can change the default value for a particular job. For example if you are hitting a limit on our email opt-out batch job you can decrease the value. This will mean less records in the batch and more jobs.
The user security page allows you to manage permissions. For more information, click here for our full article on billing.
The billing page allows you to manage billing details, view invoices, and resend them. For more information, click here for our full article on billing.
Below are two articles that are recommended reading and the best next steps.