Manage General Settings
Administration of Campaign Monitor for Salesforce
Email Opt Out/In Settings
Salesforce Campaign Settings
Primary Sync Settings & Storage Management
General Maintenance Messages
Manage Billing (Card details, Invoices etc)
On the Campaign Page you can change the settings of how the application works with Salesforce Campaigns.
Update Salesforce Campaign statistics with Campaign Monitor statistics
Update the linked Salesforce Campaign with Campaign Monitor Campaign statistics (E.g. the total number of clicks, opens, etc...)
Auto create Salesforce Campaigns from Campaign Monitor Campaigns
Automatically create Salesforce Campaigns for each Campaign Monitor Campaign and link the two together. Salesforce Campaigns will be created when the primary sync runs.
Creation of Salesforce Campaigns is not retrospective - only Campaign Monitor Campaigns created after the date this setting is enabled will result in Salesforce Campaigns being created
Campaign status refresh behaviour controls when the Salesforce Campaign Member status field will be updated. The Salesforce Campaign Member status field is updated each time the main scheduled sync runs (and it finds new email tracking records)
Don't update Campaign Member statuses.
Update the Salesforce Campaign Member status field each sync.
Only update on the Salesforce Campaign Member status field sync once. This can be helpful where you only wanted to capture the first interaction with the email (e.g. the fact they had opened it) but didn't want this overridden at a later date (e.g. by the recipient clicking links within the email). Or where you manually set the status after the first time the user has interacted with the email.
The Salesforce Campaign Member status field on the Salesforce membership record will only be updated if the Activity Date field on the Salesforce Campaign Member record is either empty or is greater than the last Activity Date.
Auto create missing Campaign statuses
Auto create missing Campaign statuses, when active, will automatically create any mapped statuses in your linked Salesforce Campaigns.
For example, if the status Clicked (under Campaign Monitor Activity) is mapped to Registered, then the integration will check if the "Salesforce Member Status" includes the item Registered and will automatically create it if it doesn't.
Mapping Activity Statuses
The Salesforce Campaign member status value can be mapped to values coming from Campaign Monitor. For example, you could map the Opened status from Campaign Monitor to a Salesforce status named Registered. In addition to mapping the statuses, you can also determine which statuses count as a response from the customer. This relates to the Salesforce responded fields on the campaign (E.g. Responses in Campaign).
In addition to mapping the statuses, you can also determine which statuses count as a response from the customer. This relates to the Salesforce responded fields on the campaign (E.g. Respondes in Campaign).
The sync options allows you to see which Campaign Monitor account you are connected to, when the primary sync last and next runs, multi clients, and manage email tracking settings.
Start the primary synchronisation job in the background. This job is responsible importing Campaign Monitor data into Salesforce. This primary sync job can take up to an hour to run, although typically it runs within a few minutes. It will sync all the records in Campaign Monitor that have changed sync the last sync.
This sync does not control Automatic Subscription rules or Custom Field Mappings where the direction is set from Salesforce to Campaign Monitor). Where configured, updates to records in Salesforce are sent to Campaign Monitor in near real-time.
Disconnects Salesforce from Campaign Monitor. Disconnecting Salesforce from Campaign Monitor will:
- Stop records syncing between Salesforce and Campaign Monitor
- Stop any active Campaign Monitor jobs in Salesforce
- Stop any scheduled Campaign Monitor jobs in Salesforce
- Reset Campaign Monitor user overrides and client ownership permissions in Salesforce
- All Campaign Monitor data outside of Salesforce will remain unchanged
If you want to change the Campaign Monitor connected user first click disconnect as described above. Once disconnected you can then click connect. You will be prompted with a connection screen to enter your new Campaign Monitor user details.
Import from Campaign Monitor into Salesforce
The Import Frequency buttons determine how often the primary sync will run. The options are:
- Never - I.e. the sync will not automatically run (this can cause the application to behave unexpectedly (E.g. Campaign Monitor permissions may not be correct in Salesforce or Subscriber List may be missing etc)
- Hourly - This is the default and recommended sync schedule.
Salesforce Sync User
This is the Salesforce user that is responsible for running the primary sync (i.e. the background job that imports records from Campaign Monitor into Salesforce). The user is typically the person who set up the Campaign Monitor for Salesforce application. Pressing the Set to Current User button will result in the schedule being change to the Salesforce user who presses this button.
Connected Campaign Monitor Clients
There are two types of Campaign Monitor account agency and direct. Most companies will be using a direct account. But you can be on or choose to switch to an agency account. An agency account allows you to have sub-accounts linked to a parent account. To learn more about these styles of account see: https://help.campaignmonitor.com/switch-between-agency-and-direct-versions
Campaign Monitor for Salesforce can only connect to one Campaign Monitor account. However, if you are using a Campaign Monitor agency account then you can connect that and the sub-clients contained within. Then via our General Settings tab sync page, you can select which clients you want to work within Salesforce.When you connect more the one client a dropdown will appear on the Campaign Monitor tab so you can switch between clients.
You can limit what Campaign Monitor clients a Salesforce user can see. This is accomplished by creating a user in Campaign Monitor that can only see a particular client and then linking them to a Salesforce user, click here to learn more.
Email Tracking Data
Import email tracking data (opens, clicks etc)
When Active, the email tracking stats will be imported into Salesforce from Campaign Monitor. This include opens, clicks, unsubscribes, bounces and sent. The information is stored in our email tracking statistics object, to learn more click here.
What email types to import
By default, all email tracking types (Sent, Opened etc) will be imported. Optionally deselect types to prevent them from being imported into Salesforce (tuned these values to manage storage or restrict what Salesforce users can view).
Days to keep in Salesforce
Set how many rolling days of tracking data to keep in Salesforce. Any tracking data older than the number of days specified by this setting will be removed from Salesforce (but the data will still be available in Campaign Monitor and can be re-imported into Salesforce at a later date if required).
The Maintenance page allows you to setup or remove page layouts, reset stored data and view system messages.
Salesforce Page Layouts
When the application is first installed into Salesforce, the page layouts (buttons, fields, related lists etc) will be automatically configured (unless the setup is cancelled). You can remove page layouts or add them back. This article explains how.
Campaign Monitor for Salesforce system messages are visible in the Maintenance Messages. This is the first stop when troubleshooting. If a record cannot be synced from Campaign Monitor to Salesforce, a message will appear here (e.g. field has been mapped data to a restricted picklist field in Salesforce such as a country).
Use the inline menu to view more details about the message.
Click on the Code field to view more information about the message on our support site.
The Delete Messages button will clear out the message log
The billing page allows you to manage billing details, view invoices and resend them. For more information click here for our full article on Billing.