4 minute read
  • View Campaign Monitor campaigns in Salesforce.

  • Campaign Monitor campaigns in Salesforce give access to email template and snapshot information.

  • Optionally connect Salesforce campaigns with Campaign Monitor.

  • Salesforce Campaigns can also create campaign members and update there statuses.

Campaign Monitor campaigns

The integration will create Campaign Monitor campaign records in Salesforce. These records. These records can be access via the CM Campaigns tab. Once a campaign label is clicked you will see the screen below.
Campaign Details
The campaign details page provides static detials like the who the email was sent from, tags used and the subject line. It also contains several statistics. At the top a button allows you to quick go to predefined Salesforce reports filtered at the campaign level.

Within lists and segments you can see the susbcriber list that the campaign was sent from. Just below that is the link to a Salesforce campaign (optional). Finally the page shows the world map with any interactions.

Email Template
This screen shows both the HTML and Text version of the email that was sent out from Campaign Monitor.

Campaign Snapshot
The campaign snapshot screen gives direct access to Campaign Monitor own reporting without having to leave Salesforce.

Salesforce campaigns

Working with Salesforce campaigns is optional, given that the functionality is largely duplicated in Campaign Monitor. However, the integration allows you to work with Salesforce Campaigns in several ways:

1. Auto-create Salesforce Campaigns and Campaign Members
2. Link and existing Salesforce Campaign to a sent Campaign Monitor Campaign.
3. Update Salesforce Campaign Member statuses based on subscriber campaign email interaction.
4. Add Salesforce campaign members to a Campaign Monitor subscriber list.
5. View Campaign Monitor campaign statistics.

Auto create Salesforce campaigns

This process works by creating a Salesforce campaign when a sent Campaign Monitor campaign is synced to Salesforce. At the same time, both records will be linked.  The Salesforce campaign has a Campaign Monitor section which will be populated with statistics.  Finally, we will attempt to create Salesforce campaign members based upon the Campaign Monitor campaign subscribers.

To enable this feature please go to our general settings tab and select campaigns. To learn more about campaign settings click here.

Campaign member statuses

As mentioned above, you have the possibility of working with Salesforce Campaign Member statuses. For example if a person was sent an email and then opened it with this feature enabled we can update the Salesforce Campaign Member status.

Link an existing Salesforce campaign

After you have sent an email campaign from Campaign Monitor:
  1. Go to a Salesforce campaign record.

  2. In the Campaign Monitor statistics section, click Link to Campaign Monitor.

  3. Select an available campaign and click Link campaign.

Reasons why a Campaign Monitor campaign does not appear to be linked:
1. It has not been sent.
2. It is already linked.
3. It was sent before the primary sync has run.
4.You have too many campaigns (Salesforce's picklist does have a limit on the amount of values it can display).

The integration will only create Campaign Monitor campaigns in Salesforce when they have actually been sent.  Depending on your sync settings it can take an hour (by default) from when the campaign has been sent to appear in Salesforce. This setting is not retrospective, campaigns will only be created after this setting is enabled.

Add Salesforce campaign members

The best way to add Salesforce records to Campaign Monitor is via our import wizard.  But you can manually add Salesforce campaign members right from the related list.
  1. Go to a Salesforce campaign record.

  2. Go to the campaign member related list.

  3. Click on the Add members to subscriber list option.

When a campaign is linked between Salesforce and Campaign Monitor, any email members that were on the sent campaign will be automatically linked to the Salesforce campaign.

Next Steps

Below are two articles that are recommended reading and the best next steps.


Why are Salesforce Campaigns not being auto-created?

What additional information can I see at the Salesforce camapign member level?

Can I work with Salesforce Campaign Influence?

In this article