Support Center | Doing More | Email Opt Out, Unsubscribes and Bounces
Using the standard Salesforce Email Opt Out field to manage subscriptions
View the subscription status of your contacts in Salesforce
If a person unsubscribes from an email their subscriber list state will be updated to unsubscribed. Similarly, if a person record has hard bounced then their subscriber member state will be updated to bounced.
You can find out more in Campaign Monitor bounce types click here.
These updates can be found in two spots within Salesforce.
Subscriber list membership record.
As an email tracking statistics record
If you have a Salesforce contact or lead that has subscriber membership record with a state of bounced due to an incorrect email address you can fix this in Salesforce. Simply update the standard email address and the record will be updated in Campaign Monitor and marked active again.
Campaign Monitor for Salesforce can work with the standard Salesforce Email Opt Out field found on the contact and lead objects. To set how you want the Email Opt Out field to work:
In Salesforce, click the app menu at the top right, then select Campaign Monitor Admin.
Click the General Settings tab.
Enable the options you want to use, more details below on how each one works.
a. Prevent Contacts or Leads being added to lists when Salesforce Email Opt Out is checked.
If the Salesforce 'Email Opt Out' field is checked on a Contact or Lead, then the Contact or Lead cannot be added to any subscriber list in Campaign Monitor. This only impacts future 'Email Opt Out' field updates in Salesforce.
b. Unsubscribe Contact or Lead when Salesforce Email Opt Out is checked
Unsubscribe the Contact or Lead from lists in Campaign Monitor when the 'Email Opt Out' field is updated to true/checked on the Salesforce Contact/Lead.
c. Set Salesforce Email Opt to true when a contact or lead is unsubscribed or deleted in all lists
Automatically update the Salesforce 'Email Opt Out' field to true when the email is unsubscribed from ALL Campaign Monitor lists. This field is updated when the main sync next runs (typically hourly). When the setting is first turned on, you may need to perform a Subscriber list members refresh as described here: Reset Stored Data
Hover to play click to enlarge
Don't see the Campaign Monitor Admin app? If not then you need to ask your Salesforce Administrator to provide you with our full permission set.
If you have any questions please click here