A subscriber list is made up of subscriber list members.
A subscriber list member is an email address that belongs to a subscriber list.
If you already have lists set up in Campaign Monitor, they will be pulled into Salesforce during the setup process.
To help make the integration as seamless as possible, we store your Campaign Monitor data in Salesforce. It allows you to see and report upon Campaign Monitor data in Salesforce. Two key objects are subscriber list and subscriber list members. If you have been using Campaign Monitor for a while, these terms will already be familiar.
A subscriber list is your jumping-off point. It allows you to see details about the list and perform various automations. For most customers the key automation is the import wizard which is our most popular feature. If you are an existing Campaign Monitor user, you will already have one or more subscriber lists. But if you are new or need to create more, you can do that either in Salesforce or Campaign Monitor.
Creating a List
We recommend creating a subscriber list in Salesforce as it will instantly be added to Campaign Monitor. If you have created a list in Campaign Monitor, it will be added to Salesforce when the primary sync runs, typically every hour.
1. Go to the subscriber list tab. 2. Click the new button. 3. Enter the details. 4. Click create list.
Deleting a List
When you delete a subscriber list in Salesforce, it will instantly be removed from Campaign Monitor. If you have deleted a list in Campaign Monitor, the primary sync will need to run to remove it from Salesforce.
1. Go to the subscriber list tab. 2. Click on the list you want to delete. 3. Click the delete button.
You can only delete a subscriber list if you have one of our permission sets. If you have our standard permission set you can only delete a subscriber list that belong to you as the Salesforce record owner.
Renaming a List
You can rename a list in Salesforce or Campaign Monitor. If you rename in Salesforce we will instantly update Campaign Monitor. However, if you update in Campaign Monitor you will need to wait for the primary sync to run, which by default runs every hour.
To edit a list in Salesforce:
1. Go to the subscriber list tab. 2. Click on the subscriber list you want to edit. 3. Go to the Details screen and click Edit. 4. Change the List Name and click Save.
Subscriber List Members
There are a couple of ways to find a subscriber list membership record. The fastest way is usually to go to a Salesforce contact or lead. There will be a related list called subscriber list membership. You can also go to a subscriber list record and search via the members screen.
The view in Campaign Monitor button will open up Campaign Monitor within Salesforce and show the subscriber list membership record there. The Refresh button allows you to refresh the data from Campaign Monitor for this specific record. The open rate and click rate are calculated based on Salesforce's email tracking history data.
The refresh button will immediatley start a job to pull data from Campaign Monitor. It can take a couple of minutes to update the subscriber record in Salesforce often far less.
You can also see if the record is linked to a Salesforce contact or lead and their current subscriber state. You can also manually email opt-in/out a person, triggering an update in Campaign Monitor.
As per the screenshot above within the system information section, there is an option to view an audit. Once clicked you will see information captured about this subscriber, as illustrated below.
A key field is the Initial Import Summary as it will show how a record was added to Campaign Monitor. Just above you will see the date and time the email address joined the list. There are several ways a person can be added to a subscriber list:
Added manually When a record is manually added from the contact or lead subscriber list membership-related list. Subscriber rule When a record is added via contact or lead subscriber rule. Invokable action When a record is added via our invokable action, invokable actions can be used in process builder, flow, or custom code. Import Wizard When a record is added via our import wizard. Imported from Campaign Monitor When a record is added to Campaign Monitor directly, not via our integration.
This shows you any other lists this subscriber's email address is linked to and their current status.
This screen shows any associated tracking email statistics for all lists, this can be filtered by the list your email campaign was based on. In addition to standard campaign data, you will also see tracking from Campaign Monitor journeys.
Currently, Campaign Monitor API does not allow tracking data from journeys to be pulled back in batch. To observe Salesforce limits we visualize the data in Salesforce instead of storing it.
Your subscriber list can contain custom fields. This screen shows you what values are stored in Campaign Monitor for this list.
Emai Opt-Out, Bounce Mangement and the Suppression list.
We have a dedicated article on this area please click here to review.
Merging Salesforce contacts can have different outcomes depending on the scenario. It is important to note that the losing record(s) will be deleted when a merge occurs in Salesforce. So it's the same as if you had independently deleted a record in Salesforce. Below are some common scenarios with expected outcomes.
When two Contacts are merged and they both have the same email address on them and the same subscriber lists
Campaign Monitor only allows an email address to appear once on a subscriber list. If the merged contacts have the same email address then they would only appear on the subscriber list once. A subscriber list membership record will only link to one contact, generally the record that is the most recently modified. When a merge happens the subscriber list membership record will appear under the winning contact.
When two Contacts are merged that have the same email address but are on different subscriber lists
If two contacts have the same email address and each contact is active on a different subscriber list, then after the merge, the winning contact will remain with the subscriber list as it was before the merge. Whilst the subscriber list status of the losing contact will be set to deleted and this deleted status will appear on the winning contact record after the primary sync next runs (typically hourly).
The losing contact record will be set to deleted on the corresponding subscriber list in Campaign Monitor.
When two Contacts are merged and have different email addresses but are on the same Subscriber list(s)
The winning contact will remain active on any subscriber lists. The losing contacts subscriber list membership records will be marked as deleted and may appear (for a short time - until the primary sync runs) on the subscriber list membership related list for the winning contact. The primary sync removes the subscriber list membership record from the winning contact.
When two Contacts are merged and they have different email addresses and are on different subscriber lists
The winning contact will remain active on any subscriber lists and will be added to any subscriber lists the losing contact was on and marked active.
The losing contacts subscriber list membership records will be marked as deleted and may appear in the subscriber list membership related list for the winning contact for a short time until the sync which runs every hour by default unparents the subscriber list membership record.
Below are two articles that are recommended reading and the best next steps.