Support Center | Doing More | Field Mappings

Field Mappings

  • Update Campaign Monitor custom field
  • Update Salesforce records
  • Works with the Create Salesforce Records option

When you add your Salesforce contact or lead records to Campaign Monitor we send over a name and email address.  You might want to send over more Salesforce data to allow email personalisation or list segmentation.  To do this Campaign Monitor allows you to create custom fields on your subscriber lists. These fields can be updated with Salesforce data using our integration. You can also pass data back from Campaign Monitor to Salesforce and even create Salesforce records.

Field mapping vs Import Wizard

Our integration offers two ways to update custom fields with Salesforce data.  The easiest option is to use our import wizard which combines importing records and mapping custom fields in one simple flow. It also allows you to work with any Salesforce object.

If you are working with contact or lead records and prefer to use another of our options to import you'll need to setup custom field mappings which is explained below.

Field Mappings

To choose which data is synced between Campaign Monitor's custom fields and Salesforce contact and lead records:

  1. In Salesforce go to the Campaign Monitor app.

  2. Click on the Subscriber List tab and select the list you want to work with.

  3. Click on Field mappings. Below are instruction depending on which direction you want mappings to go.

Map Salesforce to Campaign Monitor

To sync Salesforce contact and lead records to Campaign Monitor custom fields:

  1. Click Edit this unlocks the page

  2. If you have custom fields already in Campaign Monitor these will appear. If you need to create a new mapping click on the New Campaign Monitor Field.

  3. Choose Contact or Lead and then choose a field from the pick list and then click Select. By default the direction will be set to Salesforce to Campaign Monitor.

  4. A field of the same data type and name will be automatically created in Campaign Monitor.

  5. Repeat this process if necessary and when finished click Save.

Click to play

Map Campaign Monitor to Salesforce

To update Salesforce based on Campaign Monitor changes:

  1. Click Edit this unlocks the page

  2. If you have custom fields already in Campaign Monitor these will appear. If you need to create a new mapping click on the New Campaign Monitor Field.

  3. Choose Contact or Lead and then choose a field from the pick list and then click Select. By default the direction will be set to Salesforce to Campaign Monitor. To change this click on the Drop Down link and click Edit

  4. A field of the same data type and name will be automatically created in Campaign Monitor.

  5. Repeat this process if necessary and when finished click Save.

Click to play

Click Apply field Mapping to other Subscriber Lists to use the same field mapping for another Campaign Monitor subscriber list.

Bi-directional Sync

Bi-directional syncing of custom fields is not currently supported due to a limitation in Campaign Monitor API.  There is, however, a workaround.  You can use custom field mappings in the direction of Campaign Monitor to Salesforce to update Salesforce every hour by default.

You can then use our import wizard  to update Campaign Monitor.  The import wizard can be scheduled to run as often as every hour of every day.

It is worth noting there is no conflict resolution in this solution.  Custom field mappings will update Campaign Monitor every hour (by default), the import wizard will update Salesforce.

Full Refresh of Mapped Fields

Perform a full refresh on the mapped fields by checking the Retrospective Save box and pressing Save. This will bulk update any mapped fields from Salesforce to Campaign Monitor.

First & Last Name Updates in Salesforce

Campaign Monitor API only has a full name field we can pass back to Salesforce. If you have chosen to create Salesforce records we will attempt to split that field into First and Last Name. However this can prove unreliable should a person have a middle name, or double barrelled last name.

For this reason if you have chosen to update Salesforce records (not create new ones) based on Campaign Monitor data we will not update a person name in Salesforce if changed. This is to ensure data in Salesforce is not incorrectly updated.

A good work around is to create custom fields for first and last name on your Campaign Monitor list and map these to Salesforce via field mappings. To set these up in Campaign Monitor and to get more information on the problem please click here.

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