Integrate Salesforce with Campaign Monitor
About Salesforce
Salesforce is a CRM service that provides access to all sorts of useful data by logging and collecting customer interactions, regardless of where they take place. Whether it’s a phone call, a website transaction, or a post on social media, Salesforce can offer instant customer data, which allows for faster, more informed decisions when running a business.
About Campaign Monitor
With its suite of powerful, easy-to-use tools for branded email campaigns, Campaign Monitor includes a library of professionally-designed email templates and tools to create and deploy custom-tailored drip email marketing campaigns and abandoned cart messages. The platform also features tools to obtain better customer feedback, product reviews, and more.
Popular Use Cases
Bring all your Salesforce data to Amazon Redshift
Load your Salesforce data to Google BigQuery
ETL all your Salesforce data to Snowflake
Move your Salesforce data to MySQL
Bring all your Campaign Monitor data to Amazon Redshift
Load your Campaign Monitor data to Google BigQuery
ETL all your Campaign Monitor data to Snowflake
Move your Campaign Monitor data to MySQL
Integrate Salesforce With Campaign Monitor Today
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Salesforce's End Points
Salesforce Leads
Track valuable Salesforce lead information like who your leads are, their contact information, where they were first met and their contact status.
Salesforce Contacts
Store a Salesforce contact’s name, mailing address and email, along with the date they were last contacted and the date they should be contacted again.
Salesforce Accounts
Create a Salesforce account for any business or person that it may be useful to track. hen, use that account number to integrate and track any other important information associated with that account holder.
Salesforce Opportunities
Create a Salesforce opportunity when there is a sale - or a potential sale - by one of your accounts. Then, connect them to leads, contacts, and accounts to provide analysis for how profitable certain business ventures and campaigns are.
Salesforce Products
Track a product’s name, description and category. Then, use a Salesforce product code to search for the product internally, track its progress, or incorporate new data regarding the product.
Salesforce Campaigns
Track things like the budgeted cost and the actual cost of a campaign in Salesforce. Then, access fields - like how many leads were converted, new opportunities, expected revenue, etc. - that help you track how effective the campaign was.
Salesforce Events
Schedule events in Salesforce that are designed to help a business develop customer relationships and keep track of logistical data. You can also track if this event is related to a specific lead, contact, or opportunity.
Salesforce Custom Objects
Create Salesforce custom objects specific to your company’s needs that better manage what types of data you collect from your interactions and data sources. You can either create a wholly new custom object in which you define all the parameters, or you can customize a standard object to better fit your needs.
Campaign Monitor's End Points
Campaign Monitor Email Templates
Campaign Monitor's library of professionally-designed email templates is one of the platform's most popular features. The platform includes approximately 50 templates, which might not be as many as competing solutions, but the quality of the templates tends to be more aesthetically pleasing and professional in appearance than those offered by Aweber, Mailchimp, and other platforms. The email templates are also responsive and adjust seamlessly to whatever size display you're viewing them on.
Campaign Monitor Data Import Compatibilities
Campaign Monitor offers compatibility to easily import information from all of the most common database formats such as XLS, XLSX, TXT, CSV, vCard, ZIP, RAR, and 7X. Simply copy-paste the file contents into Campaign Monitor, and Campaign Monitor separates the data into the appropriate fields, which you can remap or rename as appropriate.
Campaign Monitor Data Segmentation
Unlike most email marketing platforms, Campaign Monitor allows you to send emails to more than one marketing list or segment at once. The solution also lets you exclude specific lists or segments from certain email campaigns.
Campaign Monitor Subscriber Journeys
Campaign Monitor includes tools to send email 'subscriber journeys' or 'autoresponders' that start sending a series of timed emails as soon as someone joins your email list.
Campaign Monitor Email Marketing Automation
In addition to basic email autoresponder tools, Campaign Monitor allows you to program specific marketing triggers that automate the sending of different types of emails based on user actions. For example, you can program emails to go out based on the links a website visitor clicks, the products a customer purchases, or the webpages a user visits. Campaign Monitor includes an easy-to-use programming interface with yes-no conditions to plan the exact circumstances that trigger emails to send to subscribers.
Campaign Monitor Analytics and Statistics
Campaign Monitor offers high-level statistics on clickthroughs, unsubscribes, and email open rates. It also lets you zoom in on specific user information to determine whether individual subscribers opened or ignored emails, or clicked certain links. It even tells you where and when they did these actions. Lastly, with Campaign Monitor, it's easy to export analytics reports in PDF format to share with clients or team members.