Support Center | The Basics | Installation and Setup

Installation and Setup

  • Installation and setup is quick, easy and largely wizard driven.

  • A separate Campaign Monitor account is required.

  • The integration works with all Campaign Monitor plans and the following Salesforce editions:

    • Professional
    • Enterprise
    • Performance
    • Unlimited
  • We support both the Salesforce Classic and Lighting user interfaces and the not for profit success pack.

  • You can install into your Salesforce production, sandbox or developer orgs.

  • Once installed you get a free 14 day trial of our premium features unless you are in a sandbox of developer account which provides a longer trial.

  • In a Salesforce production org after 14 days you will be automatically placed on a free limited plan, unless you have already purchased within the application.

If you are new to Campaign Monitor please ensure you are set up correctly and have verified your account before you start the installation. If you have questions about Campaign Monitor, please reach out to them directly.

Installation

All Salesforce applications are installed via a standard wizard using the steps below:

  1. Go to our Salesforce AppExchange listing.

  2. Click the Get It Now Button.

  3. If you are not already logged in you will be prompted to do so.

  4. Choose whether to Install in production or a sandbox.

  5. Select I have read and agree to the terms and conditions, then click Confirm and Install.

  6. Choose whether to install for Admins Only, All Users or Specific Profiles.  We recommend you select Admins Only and once installed give users access via our permission sets.

  7. Click Install.

  8. Select Yes, grant access to these third-party websites then click Continue.

It usually takes Salesforce less than 10 minutes to install, once complete you will receive a confirmation email.

Setup

After installing Campaign Monitor for Salesforce, follow the steps below to setup and connect your Campaign Monitor account:

  1. In Salesforce, click the app menu/launcher select Campaign Monitor Admin.

  2. Click the General Settings tab to start the connection wizard.

  3. Click Connect to Campaign Monitor, enter your Campaign Monitor login details and follow the on-screen prompts to access your account. Click Allow access when done.

  4. If you are using Campaign Monitor sub-clients you will be asked which client you want to connect.

  5. When the connection is made you will see on screen confirmation.

The setup wizard will now automatically setup page layouts and enable the sync. The primary sync (this pulls information from Campaign Monitor) will run every hour.  Email tracking statistics will be limited to the last 180 days.  Both of these settings can be changed via our General Settings Tab in Sync Settings.

Objects

After installing Campaign Monitor for Salesforce, the following custom objects will be created. These objects contain either records or settings required for our application. Our product has been designed to be self contained in order to not impact standard objects.

  • Campaign Monitor Client
  • Campaign Monitor Campaigns
  • Subscriber List
  • Subscriber List Members
  • Email Tracking History
  • Automatic Subscriptions
  • Custom Field Mappings
  • Smart Emails
  • Smart Emails Mappings
  • Smart Emails Variables

Our object structure should not be customised as it may stop our application working correctly or stop automated upgrades.

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