Campaign MonitorCampaign Monitor for Salesforce

Campaign Monitor.
At home in
Salesforce.

Bring your Campaign Monitor subscribers, campaigns and email activity into Salesforce. Give every customer conversation a little more context.

Salesforce official partnerBuilt by Beaufort 12.
Your Salesforce ISV partner.
GOOD TOGETHER. BETTER CONNECTED.
Campaign MonitorSalesforce
Your campaigns. Your customers. One workspace.

Campaign Monitor, right inside Salesforce.

Actual product screenshot · Click to explore

In good company.
Trusted by 1000's of
teams worldwide.

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A closer look

Less switching tabs.
More joining the dots.

From the big picture to the individual click.
Explore the tools inside your Salesforce.

INSIDE CAMPAIGN MONITOR FOR SALESFORCE01 / 04
Your audience, in Salesforce.

Scroll through the story, or choose a view above.

01 / YOUR SUBSCRIBERS

A clearer view of
who’s listening.

Keep subscriber list membership close to your Salesforce customer data. See status and custom values alongside contacts and leads.

Subscriber insights, without leaving Salesforce.
Explore the screenshot
02 / YOUR EMAIL ACTIVITY

See what happened
after “send”.

See how your Campaign Monitor campaigns perform. Bring email tracking into Salesforce reports and dashboards, and give your team useful context.

Email engagement becomes customer context.
Explore the screenshot
03 / YOUR CAMPAIGNS

Create. Send.
Stay in Salesforce.

View Campaign Monitor inside Salesforce. Create and send campaigns from a familiar workspace, with your customer data close at hand.

A connected workflow for your next campaign.
Explore the screenshot
04 / YOUR AUTOMATION

The right message.
Right on cue.

Use transactional emails for personalised, one-to-one messages. Connect email to your Salesforce processes with the Enterprise plan.

Transactional emails are an Enterprise feature.
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You’ve seen the screens. Make them part of your day.Explore all features

A connection with a purpose

Two tools.
One better workflow.

Bring Campaign Monitor data into Salesforce. Use your Salesforce data to shape what goes back.

Campaign Monitor

Campaign Monitor

Your email marketing

Subscribers, lists & campaign dataSynced into Salesforce
Selected records & mapped fieldsSent to Campaign Monitor through your configured imports and mappings
Salesforce

Salesforce

Your customer context

01

Install the app.

Follow the setup guide to install in your Salesforce organisation.

02

Connect Campaign Monitor.

Connect your Campaign Monitor account and choose the subscriber lists you want to work with.

03

Make it yours.

Set up page layouts, imports and mappings around the way your team works.

Follow the setup guide

Follow a product launch

From the right audience
to the next conversation.

A connected campaign doesn’t end at “send”.
Here’s where Campaign Monitor and Salesforce meet.

ONE CAMPAIGN. THE WHOLE JOURNEY.
01 / BUILD YOUR AUDIENCE

Start with the
people you know.

A new product. A relevant audience. Use the Import Wizard to bring Salesforce records into Campaign Monitor, and map the fields that make each email more relevant.

Salesforce recordsCampaign Monitor audience

Schedule your imports to keep subscriber data up to date.

IN SALESFORCEBuild your subscriber lists
Actual product screenshot · Subscribers
Example journey · Screens show separate product views, with sample data.Make the connection

Good connections. Real people.

From teams using Campaign Monitor for Salesforce.

This tool is easy to set up and configure. The import wizard is streamlined and makes it simple to feed Campaign Monitor subscriber lists with Salesforce data.
Kristen Roberts
Kristen RobertsCampaign Monitor customer
Not only is their product incredibly intuitive and well designed, the way Beaufort handles support is best in class hands down.
Brian Dugan
Brian DuganCampaign Monitor customer
This integration solution has saved me hours of work each week. It’s easy to use, very well documented and supported, and cost effective.
Rick Houston
Rick HoustonCampaign Monitor customer

A good place to start

Your next campaign.
A little more connected.

Bring Campaign Monitor into the Salesforce you already know.

CAMPAIGN MONITOR FOR SALESFORCE

Product screenshot

Campaign Monitor supportFor Salesforce · By Beaufort 12

How can we help?

Guides, answers and a little human help.

Explore the support guidesSetup, features and troubleshooting Contact the teamSend us a message