If you would like to view our previous release notes they are in chronological order on the right under the title release notes archive. You can receive these notes by email by completing the form below.
New releases are automatically pushed to Salesforce organisations on a regular basis. If you would prefer not to have updates pushed to your Salesforce organisation, please Contact us and include your Salesforce org ID.
Which version am I on?
Follow the steps below to find out which version of Campaign Monitor for Salesforce you have installed:
In Salesforce navigate to setup and select installed packages.
Click on Campaign Monitor for Salesforce.
Under installed package detail you'll find the version name.
You can update by visiting our AppExchange listing, clicking the Get it now button, and following the prompts—just like a fresh installation. The AppExchange will detect a currently installed version and will add or update only the new components.
If you would like to automatically receive these release notes by email, use the sign-up form below.
- Email Opt Out
- Default Values
- New Support Site
- Performance improvements
The Winter 2021 release provides 4 new features and some performance improvements (along with the a few bug fixes). We have also rebuilt our support site.
Email Opt Out
The Email Opt Out process now syncs both ways. Previously the standard Salesforce Lead/Contact Email Opt Out checkbox would be ticked if the subscriber was unsubscribed from all lists. Now it will also un-tick the Email Opt Out checkbox if the subscriber is active across any lists. See: General Settings
Auditing Improvements. Running the Refresh button on the Member Details page will now take into account any Create Records settings and immediate report back any errors that might be preventing the unlinked subscriber from creating a Lead or Contact in Salesforce. See: Troubleshooting
Default Values when creating Salesforce Leads/Contacts. The Create Records screen (used to auto create Leads/Contacts for new Campaign Monitor subscriber signups), now allows you to add default values when creating Leads/Contacts.
Campaign Record Types
You can now specify the Record Type to use when auto creating Salesforce campaigns from Campaign Monitor campaigns.
New Support Site
New support site. We have migrated the main Campaign Monitor for Salesforce site to sit under our new site www.beaufort12.com/campaignmonitor. We also have a bunch of new support videos that compliment the new articles.
We continue to enhance the integrated app and supporting materials. Please let us know if there are any features you would like added.
- Open and click rates
- Audit screen
- Download invoices
- Performance improvements
The Summer 2020 release provides 3 new features and some performance improvements (along with the a few bug fixes).
A few weeks ago we held a webinar with our good friends at Campaign Monitor. If you missed it here is the Link.
Open and click rates
You can now see open and click rates on the subscriber list membership record. These are calculated from the email tracking history stored in Salesforce.
You can now download Campaign Monitor for Salesforce invoices via our in-app billing page. This has been a popular request and is now possible for recently generated invoices. Simply click the print button under actions.
We continue our work to make pages load faster and have also improved application navigation. You will find that loading pages in Lightning is a lot faster and fits better within overall layout.
The new audit function is part of a new set of features aimed to help our customers understand more about subscribers. The audit feature can be accessed via a subscriber list on the member's section. The feature allows you to quickly check the status of any email address within Campaign Monitor (i.e. check if the email is on the suppression list).
In addition you can view the audit for a particular member record, this will show you:
1. How the subscriber was imported.
2. The subscribers current status.
3. If a subscriber is on the suppression list.
4. A table which shows if the email address belongs to any other contacts or leads.