Subscriber Lists

  • A subscriber list is a group of people you can send emails to.

  • You can create and manage your Campaign Monitor mailing lists without leaving Salesforce via our subscriber list tab.

  • If you already have lists set up in Campaign Monitor these will be pulled into Salesforce during the setup process.

Viewing a subscriber list

When viewing a subscriber list in Salesforce you have the following sub-screens:
  • Details -  Change the list name, type and unsubscribe settings.

  • Statistics - view statistics for this list.

  • Members - see who belongs to the list, search for a specific person.

  • Segments - view your Campaign Monitor segments in Salesforce.

  • Create records - create Salesforce records from Campaign Monitor subscribers.

  • Subscriber rules -  rules to add or remove contacts or leads automatically.

  • Field mappings - map Salesforce fields to Campaign Monitor fields.

  • Import wizard - import your Salesforce records into Campaign Monitor.

Creating a subscriber list

When you create a subscriber list in Salesforce, it will instantly be added to Campaign Monitor but, if you have created the list in Campaign Monitor the primary sync will need to run for it to appear in Salesforce.
  1. In Salesforce go to the Campaign Monitor app.

  2. Click the Subscriber list tab.

  3. Click New.

  4. Enter a name for the list.

  5. Optionally change the default subscriber list settings;

    1. The list Unsubscribe settings. This determines if a subscriber is deleted from one list, or multiple lists. See: Unsubscribe settings for lists.
    2. The List type is single or confirmed opt-in. See: Switch between single and confirmed opt-in.
  6. Optionally select Prevent member sync to save on storage space.

  7. Click Create list.

You cannot create a list using the same name as an existing list it must be unique.

Deleting a subscriber list

When you delete a subscriber list in Salesforce, it will instantly be removed from Campaign Monitor but, if you have deleted a list in Campaign Monitor the primary sync will need to run for it to be removed from Salesforce.
  1. In Salesforce go to the Campaign Monitor app.

  2. Click the Subscriber list tab.

  3. Click on the list you want to Delete.

  4. Click Delete.

Import wizard vs Subscriber rules

Below is a table of key differences between the import wizard and subscriber rules

Import wizard

  • Works with any Salesforce object.
  • You can import any email field.
  • Inbuilt field mappings.
  • Runs as a specific user.
  • Can run every hour of every day.

Subscriber rules

  • Only works with contacts and leads.
  • Limited to the standard email field.
  • Can be combined with field mappings.
  • Runs as user who triggered the rule.
  • Triggers instantly.
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