Support Center | Doing More | Segmenting Salesforce Records

Segmenting Salesforce Records

  • Campaign Monitor "segments" allow you to target people within a subscriber list. See: List Segmentation

  • Campaign Monitor Segments can be based on Salesforce data/custom fields.

  • Campaign Monitor for Salesforce keeps custom fields up to date in Campaign Monitor, which in turn will update your segments.

Campaign Monitor Segments Segments can be used with email Campaigns.

Segments are based upon custom fields contained in your Campaign Monitor subscriber lists.  So the first step to building a segment is to create one or more custom fields (depending on how much you want to segment upon).

Both our import wizard or field mappings features allows you to quickly and easily create Campaign Monitor custom fields and map them Salesforce fields. When you save field mappings or schedule an import via the wizard custom fields will be created in Campaign Monitor and they will be mapped to Salesforce.

Once the fields have been added to your Campaign Monitor subscriber list you can build your segments. To do this either login to Campaign Monitor directly or click on the Campaign Monitor tab in Salesforce. Once in Campaign Monitor follow these instructions to create your segments.

As mentioned above there are two ways to create custom fields and map data using our integration, more details on both below.

Option 1 - Import wizard

This import wizard allows you to add Salesforce records to Campaign Monitor. You can also create and map custom fields.  You can schedule the import to run every hour of every day which will add records and update custom field values.

Option 2 - Field mappings

Although the import wizard is the most popular way to add records to Campaign Monitor there are other methods:

Using any of the four methods above will, be default, only send over a Lead or Contact email and the name field. If you want to include additional information which can then be used with Campaign Monitor segments, you can map further fields using custom field mappings.

Field mappings work independently to the field mappings in the Import Wizard. This is because custom field mappings can only map fields that have a direct link to the Lead or Contact object, whereas the Import Wizard can use any fields in Salesforce, as long as it contains an email (this could even be a custom email address field - e.g. on a custom Opportunity object).

Campaign Monitor

Once the fields have been mapped and the values flow across to Campaign Monitor the Salesforce integration component is finished. You then need to go into Campaign Monitor to build your segments. You can do this via our Campaign Monitor tab or directly in Campaign Monitor itself.  To learn how to build a segment in Campaign Monitor see: https://help.campaignmonitor.com/list-segmentation#build-a-segment

Was this article helpful?

Thank you. Your feedback has been received!
Oops! Something went wrong while submitting the form.

If you have any questions please click here

© 2017 Beaufort 12 Limited is a company registered in England and Wales with company number 8174703
Privacy Policy | Terms & Conditions | Cancellation Policy