Transactional is only available to our Enterprise customers.
Send one off emails based on changes to Salesforce records.
Build customer journeys using Salesforce flows.
You can build a transactional email template in Campaign Monitor with variables. You can then map that template and any variables to a Salesforce record. Finally you can use Salesforce flows to trigger a Campaign Monitor transactionl email using our invokable action.
There are 3 steps in this process, explained in full detail below:
1. Be on our Enterprise plan. 2. Be onn a monthly billing plan with Campaign Monitor. 3. Have set up email authentication for your Campaign Monitor account.
1.Templates
Smart email templates are where you design how your email looks, add content and set up variables to be populated with Salesforce data. If you already have templates they will be synced to Salesforce. If you need to create a template you can do so in Campaign Monitor to learn more Click here. Or you can create the directly from our Salesforce tab CM Transactional as show above. Simply click the Create Template button.
Should you have a question on how to create a smart email template please contact Campaign Monitor directly.
Campaign Monitor templates can be both HTML and text based. If you are changing variables on the HTML template you might also need to manually update the text version to ensure they are aligned.
2. Mappings
Once your templates are synced with Salesforce they will appear on the CM Transactional tab. To set up a new mapping simply click the view link next to the template you want to work with.
In the middle of the screen you will see an Email Mappings section. Click New Mapping.
By doing this a modal will appear start by choosing the root Salesforce object. This is object that will both trigger the transactional email and also where you can map Salesforce data from. You can choose to give mappings a description.
Email Storage Option allows you to ptionally store transactional emails in Salesforce as Email Messages or Tasks. Email Messages and Tasks can only be created for objects with Activity enabled. Salesforce 'Enhanced Email' must be enabled when using Email Messages.
The next section is called Email Receipents it allows you to choose who to send the email to. You can choose from to, cc or bcc receipents. Start by click the add email receipient.
Typically an email template will have variables but it is optional.
When choosing a field to map for certain data types, like dates you will have the option to apply a format for example DD-MM-YY
Finally the field mappings section allows you to map Salesforce fields from your root object to one of the variables in your email template. Simply click the dropdown next to the variable and click edit mapping. From there you can navigate to a field on the object or a via a lookup.
Testing
We strongly recommend testing the email template works outside of a flow. To help we have a run test option. To find this simply click the dropdown next to the mapping and click Run Test as shown below. When the modal opens you will be prompted to enter in a Salesforce Record Id.
3. Trigger
There are a fews to trigger transactional emails. The most popular way to trigger an email is using F You will need the Smart email mapping IDas shown below, for ease click on the clipboard icon to copy.
Process Builder (retired)
Flows
Global Action
When our invokable action is fired it is important that the user that triggered the action has one of our permission sets. This applies equally to automated users like the guest site user.
Tracking History
Smart Emails use a different set of Campaign Monitor APIs and do not work the same as campaigns or journeys. To learn more please click here.
Next Steps
Below are two articles that are recommended reading and the best next steps.
