How does segmentation work?

Segments are based upon custom fields contained in your Campaign Monitor subscriber lists. So the first step to building a segment is to create one or more custom fields (depending on how much you want to segment upon).

Both our Import wizard or Field mappings features allows you to quickly and easily create Campaign Monitor custom fields and map them to Salesforce fields. When you save field mappings or schedule an import via the wizard custom fields will be created in Campaign Monitor and they will be mapped to Salesforce.

Once the fields have been added to your Campaign Monitor subscriber list you can build your segments. To do this either login to Campaign Monitor directly or click on the Campaign Monitor tab in Salesforce. Once in Campaign Monitor follow these Instructions to create your segments.

As mentioned above there are two ways to create custom fields and map data using our integration, more details on both below.

We also have a video showing how this process works in more detail please click here.