Import Wizard

  • Add records from any Salesforce object to Campaign Monitor via a list view, report, SOQL or Salesforce campaign.

  • Map Salesforce fields to Campaign Monitor custom fields to allow segmentation or personalization.

Creating an import

The import wizard needs a source in the form of a Salesforce campaign, report, list view or SOQL statement. If you have not already done so create one of these first ensuring you include an email field (not applicable to SOQL).

Please note that Salesforce limits, report imports to 50,000 records if you have more than this try using the SOQL, campaigns or list view approach. List view import is not available in Salesforce Professional.

  1. Select the subscriber list you want to work with by going to the Subscriber List Tab.  Then click the Label of the list i.e. SL-0001.

  2. Now click Import Wizard then click the New Import button.

  3. The wizard will appear asking you to select between a Salesforce campaign, report, list view or SOQL statement.

  4. The next screen depends on what you have selected, you will be asked to choose:
    a. List View - an object and a list view.
    b. Report - a folder and a report.
    c. Campaign - a Salesforce campaign and a status (you can also choose all statuses).
    d. SOQL - an editor that you can enter your query in and validate it.

  5. Next map Salesforce fields to Campaign Monitor custom fields.  If you already have custom fields in Campaign Monitor, these will appear.  If not you can create them from this screen. If you choose to map a Salesforce Contact or Lead ID we will use this to match records instead of an email address.

  6. The wizard allows you to immediately Start the import, set up a Schedule for future runs or Both. If you choose to schedule you can select one, more or all run times. On the same screen there is Advanced Settings, learn more in the tip below.

Once submitted a subscriber import record will be created and visible on the import wizard section.  Here you will be able to monitor the status of the import, see scheduling information, and view the results of a completed import.  Every time an import runs it will add any new subscribers and update custom field mappings.

Duplicates

If there are duplicate emails in Salesforce, we will first attempt to match to the most recently modified contact or lead.

Linking

By default a Salesforce record is linked to Campaign Monitor via the standard email address field found on the contact or lead object. You can override this behaviour by sending the Salesforce contact or lead record ID to Campaign Monitor (as a custom field).

Advanced Settings

The import wizard, by default, adds and updates records. But you can also enable replace and resubscribe features. Replace - Set records that are not in the import source to deleted. Re-subscribe - Set records that are in the import source to active (only if they are deleted). In addition there is an option to clear blank values, with this option enabled we will clear values in a Campaign Monitor field if the corresponding mapped field in Salesforce is also blank.

Replace

  1. Create your import as described above.

  2. In the final step you will have the option to run or schedule the import.

  3. Click on the advanced section to expand.

  4. Select replace subscribers.

Clear blank values

  1. Create your import as described above.

  2. In the final step you will have the option to run or schedule the import.

  3. Click on the advanced section to expand.

  4. Select clear blank values.

Re-subscribe

  1. Go to the Campaign Monitor admin app and select our general settings tab.

  2. Now click on options.

  3. Enable Re-subscribe Delete Subscriptions via Import Wizard and this will apply to import wizard schedules going forward.

Updating an import

  1. Select the subscriber list you want to work with by going to the Subscriber List Tab.  Then click the Label of the list i.e. SL-0001.

  2. Now click Import Wizard.

  3. Click on the dropdown arrow on the far right of the import you wish to edit.

  4. Click edit.

Deleting an import

  1. Select the subscriber list you want to work with by going to the Subscriber List Tab.  Then click the Label of the list i.e. SL-0001.

  2. Now click Import Wizard.

  3. Click on the dropdown arrow on the far right of the import you wish to delete.

  4. Click delete.

View results

Every time an import runs we store the results to show what updates occurred in Campaign Monitor.
  1. Select the subscriber list you want to work with by going to the Subscriber List Tab.  Then click the Label of the list i.e. SL-0001.

  2. Now click Import Wizard.

  3. Click on the dropdown arrow on the far right of the import you wish to view.

  4. Click Results.

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