Support Center | The Basics | Campaign Monitor for Salesforce Features


  • Once you have installed you get a 14 day trial of the premium features.

  • You can purchase at any time within the application.

  • After 14 days you will be placed on the free plan unless you have purchased.

The Campaign Monitor for Salesforce application is charged separately to Campaign Monitor (i.e. Campaign Monitor does the sending of emails etc, whilst Campaign Monitor for Salesforce manages the email data within Salesforce and the syncing of records between the two systems).




Add a Salesforce contact/lead to a subscriber list.

View subscriber lists associated to a Salesforce contact or lead.

Unsubscribe Salesforce contacts or leads from a subscriber list.

Access Campaign Monitor without leaving Salesforce.

View subscriber list details within Salesforce.

Manage email opt in/out settings.

See email tracking (open, clicks, bounces etc) alongside your Salesforce contacts/leads.

Link Salesforce campaigns to Campaign Monitor campaigns.

Add Salesforce campaign members to Campaign Monitor subscriber lists.

Use Salesforce subscriber data to deliver 1:1 Personalized content.

Trigger Campaign Monitor journeys using Salesforce data.

Generate Salesforce reports and dashboards with Campaign Monitor data.

Advanced automation using Salesforce process builder.

Send one off emails from Salesforce via Campaign Monitor (minimum tier required).

Use rules to automatically subscribe or unsubscribe contacts and leads from lists.

Pass any Salesforce data between Salesforce and Campaign Monitor.

Manage multiple Campaign Monitor clients in Salesforce.

Auto create and link Salesforce campaigns to Campaign Monitor campaigns.

Easily manage Salesforce storage.

Automatically create and update Salesforce campaign member statuses.

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