Add records from any Salesforce object to Campaign Monitor via a list view, report, SOQL or Salesforce campaign.
Map Salesforce fields to Campaign Monitor custom fields to allow segmentation or personalization.
The import wizard needs a source in the form of a Salesforce campaign, report, list view or SOQL statement. If you have not already done so create one of these first ensuring you include an email field.
* If you are using SOQL you can go straight to the steps below.
* Please note that Salesforce limits, report imports to 50,000 records if you have more than this try using the SOQL, campaigns or list view approach.
* List view import is not available in Salesforce Professional.
Select the subscriber list you want to work with by going to the Subscriber List Tab. Then click the Label of the list i.e. SL-0001.
Now click Import Wizard then click the New Import button.
The wizard will appear asking you to select between a Salesforce campaign, report, list view or SOQL statement.
The next screen depends on what you have selected, you will be asked to choose:
a. List View - an object and a list view.
b. Report - a folder and a report.
c. Campaign - a Salesforce campaign and a status (you can also choose all statuses).
d. SOQL - an editor that you can enter your query in and validate it.
Next map Salesforce fields to Campaign Monitor custom fields. If you already have custom fields in Campaign Monitor, these will appear. If not you can create them from this screen. If you choose to map a Salesforce Contact or Lead ID we will use this to match records instead of an email address.
The wizard allows you to immediately Start the import, set up a Schedule for future runs or Both. If you choose to schedule you can select one, more or all run times. On the same screen there is Advanced Settings, learn more in the tip below.
In the Advanced Settings there are two options:
1. You can choose (default) to Add new records or Replace will delete any subscriber who are active on a list and are not contained within your report, list, campaign or SOQL statement.
2.Clear blank values allows you to clear values in a Campaign Monitor field if the corresponding mapped field in Salesforce is also blank.
Hover to play click to enlarge
Once submitted a subscriber import record will be created and visible on the import wizard section. Here you will be able to monitor the status of the import, see scheduling information, and view the results of a completed import. Every time an import runs it will add any new subscribers and update custom field mappings.
The import wizard by default allows you to add records to a subscriber list in Campaign Monitor. But you can also remove an email address by setting a subscriber status to deleted. Or you can resubscribe, set a record that is deleted back to active. With all options enabled the import wizard will:
1. Add new records
2. Update existing records
3. Set records that are not in the import source to deleted
4. Set records that are in the import source to active (only if they are deleted).
How to enable the replace option.
Setup or edit the import wizard as usual. On the final step that allows you to run or schedule the import you will notice a collapsed advanced section. Click to expand and you will see the replace option.
How to enable the re-subscribe option.
The re-subscribe option can be found on our general settings tab under options. To help we have marked up the spot you can find the option, simply enable and this will apply to import wizard schedules going forward.
Click on the dropdown and click edit. You can then navigate through the import allowing you to make changes.
Click on the dropdown and click delete.
A Salesforce record is linked to Campaign Monitor, by default, via an email address. In Salesforce we use the standard email address field. You can override this behaviour by sending the Salesforce record ID to Campaign Monitor (as a custom field).
If there are duplicate emails in Salesforce, we will first attempt to match the value found in the Campaign Monitor custom field named Salesforce ID. If no match is found or the ID is blank, then the match will be made on the most recently updated Salesforce record.
To link the records via the import wizard, simply map the Salesforce contact or lead ID to the Salesforce ID field. This automatically creates the custom field in Campaign Monitor and updates it with the Salesforce contact or lead ID.
Click on the dropdown and select results.
I want to add both contacts and leads to the same subscriber list using the import wizard.
Start by creating a report or list view for your contacts and repeat for your lead records. Then follow the instructions above for creating an import, start with contacts and then repeat for leads. You can create multiple imports, using the wizard, for the same subscriber list.
I have two email address fields on my contact records, and I need to add both to the same subscriber list.
The process is the same as the scenario above. However, this time instead of creating a report (or list view) for two different objects (contacts and leads) you will instead create two contact reports. The first report will include the Salesforce Contact ID and one of the email addresses. The second report will also include the Salesforce Contact ID and the other email address. With the reports (or list view) in place, you can create two separate imports using the wizard. Please ensure you map the Contact ID to the Salesforce ID. Mapping the ID will ensure the subscriber list membership record is created against the correct Contact in Salesforce.
If you have any questions please click here