CAMPAIGN MONITOR FOR SALESFORCEEvery detail.
Better connected.
Your audience. Your email activity. Your everyday workflows. Bring them a little closer in the Salesforce you already know.
A closer look
Built around your day.
A few good connections.
A lot of useful possibilities.
Start with
who you know.
Subscriber data and campaign activity, in the Salesforce your team already knows.
Add contacts and leads
Manually add Salesforce contacts or leads to Campaign Monitor subscriber lists.
Read the guide ↗Subscriber membership in Salesforce
See list membership and subscriber details alongside your Salesforce records.
Read the guide ↗Unsubscribe contacts and leads
Manage subscriber status from Salesforce and keep email preferences connected.
Read the guide ↗Campaign Monitor inside Salesforce
View Campaign Monitor and create and send campaigns from within Salesforce.
Read the guide ↗Email tracking history
Bring email activity into Salesforce so your team can see the response to a campaign.
Read the guide ↗Work with any Salesforce object
Use the Import Wizard to build Campaign Monitor subscriber lists from your Salesforce data.
Read the guide ↗Map your Salesforce data
Map Salesforce fields to Campaign Monitor custom fields for more relevant campaigns.
Read the guide ↗Salesforce reports and dashboards
Use stored email tracking data in Salesforce reports and dashboards.
Read the guide ↗Connect Salesforce campaigns
Work with Salesforce campaigns as part of your connected marketing workflow.
Read the guide ↗Your connection.
Your controls.
Manage preferences, storage and the way your organisation works with Campaign Monitor.
Manage opt-in settings
Configure how subscriber preferences and Salesforce email opt-out work together.
Read the guide ↗Manage Salesforce storage
Choose your email tracking settings and manage how much data is stored in Salesforce.
Read the guide ↗Campaign Monitor agency model
SMS support
Keep the connection
moving.
Take care of repeatable work with scheduled imports, subscriber rules and Salesforce actions.
Scheduled imports
Use the Import Wizard to import Salesforce data into Campaign Monitor automatically on a schedule.
Read the guide ↗Automate subscriber processes
Use subscriber rules to manage how subscriber data and Salesforce work together.
Read the guide ↗Trigger Campaign Monitor automation
Use your connected Salesforce data as part of Campaign Monitor automation.
Read the guide ↗Invocable Salesforce actions
Use the available invocable actions in Salesforce automation. Included with Enterprise.
Read the guide ↗Transactional emails
Send personalised, one-to-one transactional emails as part of your Salesforce processes. Included with Enterprise.
Read the guide ↗A good connection.
Real help behind it.
Guides, answers and people who understand the integration.
Knowledge base
Browse setup guides, walkthroughs and practical answers for Campaign Monitor for Salesforce.
Read the guide ↗Email support
Contact the Beaufort 12 team when you need a hand with your integration.
Contact the team ↗Priority email support
A little help.
Right when you need it.
Find a guide, ask the AI assistant, or get in touch with the Beaufort 12 team.
Open search & AI chatOne connection. Shared context.
Good for your campaigns.
Even better for your team.
Useful information, in a familiar place. So everyone can pick up the conversation.
Build a more relevant audience.
See the activity behind the next conversation.
Make the connection work your way.
The practical details
Good to know.
Can we create and send campaigns inside Salesforce?
Yes. You can work with Campaign Monitor inside Salesforce, keeping your email campaigns and customer data close together.
Follow the setup guide ↗Which features need Enterprise?
Agency support, SMS, invocable Salesforce actions, transactional emails and priority email support are Enterprise features. The feature explorer above shows plan availability.
Compare plans ↗Can we report on email activity?
Yes. Stored email tracking records can be used in Salesforce reports and dashboards. Configure tracking and storage to suit your organisation.
Explore reporting ↗
