This article explores the Campaign Settings Tab in the Campaign Monitor Admin App.
Campaign Settings Tab
Salesforce Campaigns can be setup to receive information from Campaign Monitor. The Campaign Settings Tab allows you to configure Campaign Monitor to make updates to Salesforce Campaigns.
To configure the tab to feed data into Salesforce Campaigns:
- Set Update Salesforce Campaigns to Yes.
- Set Refresh to Always to ensure the data consistently refreshes with every sync.
- Set Auto Create Missing Statuses to Yes to automatically add any statuses that you've add to the matrix.
- In the Update Salesforce Campaign Monitor Members matrix populate the Campaign Monitor Activity statuses in the Salesforce Member Status column. These statuses will then be available in the Campaign Member record in Salesforce.