Support Center | The Basics | Subscriber Lists

Subscriber Lists

  • A subscriber list is a group of people you can send emails to.

  • You can create and manage your Campaign Monitor mailing lists without leaving Salesforce via our subscriber list tab.

  • If you already have lists set up in Campaign Monitor these will be pulled into Salesforce during the setup process.

Viewing a subscriber list

When viewing a subscriber list in Salesforce you have the following subscreens:

  • Details -  Change the list name, type and unsubscribe settings.

  • Statistics - View statistics for this list.

  • Members - See who belongs to the list, search for a specific person.

  • Segments - View your Campaign Monitor segments in Salesforce

    Automation

  • Create Records - Create Salesforce records from Campaign Monitor subscribers.

  • Subscriber Rules -  Rules to add or remove contacts or leads automatically.

  • Field Mappings - Map Salesforce fields to Campaign Monitor fields.

  • Import Wizard - Import your Salesforce records into Campaign Monitor.

Creating a subscriber list

You can create a subscriber list in Salesforce, it will instantly be added to Campaign Monitor.  If you have created the list in Campaign Monitor the primary sync will need to run for it to appear in Salesforce.

  1. In Salesforce go to the Campaign Monitor app.

  2. Click the Subscriber Lists tab

  3. Click New.

  4. Enter a name for the list.

  5. Optionally change the default subscriber list settings

    1. The list is single or confirmed opt-in.
    2. The list unsubscribe settings.
  6. Optionally select Prevent Member Sync to save on storage space.

  7. Click Create List.

Click to play

Delete a subscriber list

You can delete a subscriber list in Salesforce, it will instantly be removed from Campaign Monitor.  If you have deleted a list in Campaign Monitor the primary sync will need to run for it to be removed from Salesforce.

  1. In Salesforce go to the Campaign Monitor app.

  2. Click the Subscriber Lists tab.

  3. Click on the list you want to Delete.

  4. Click Delete.

You will be prompted to confirm list deletion.

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