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This is my guide to using Campaign Monitor. It will have YouTube videos and more help docs as I go on.

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Create a Flow and a Formula

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title See how to create the CM-SubscriberListMember-AfterUpdate-Bounce Flow
Record Triggered Flow I always do Integrations as After Update so there is no mixing of their code and your code. Set the flow to be only when the record is updated to meet the condition requirements. Update the Contact (note in Winter 23 you will be able to use Update Related Records) to set the Contact’s Email Bounced Date as today and the Email Bounce Reason as CMBounce. Create a Formula and Indicator Is Email Bounced Code Block IF(NOT(ISBLANK(EmailBouncedDate)),true,false) Email Alert Code Block IF(ISBLANK(Email),"", IF( OR(HasOptedOutOfEmail = true, IsBouncedIsEmailBounced__c = true), IMAGE("https://login.salesforce.com/logos/Custom/Mail_Red/logo.png","Do Not Email",20,20)& IF(HasOptedOutOfEmail = true,"O",IF(EmailBouncedReason = "CMBounce", "CBCMB",IF(IsBouncedIsEmailBounced__c = true,"B",""))), IF(CMUnsub__c= true, IMAGE("https://login.salesforce.com/logos/Custom/Mail_Yellow/logo.png","Unsubscribed from CM",20,20)&"CMUnsub", IMAGE("https://login.salesforce.com/logos/Custom/Mail_Green/logo.png","DoOK Notto Email",20,20)))) The O, CB and B is optional, but I found that my clients wanted to know this level of detail. I wish it were a bit more vertically centered on the logo though. What are your ideas for this? Add the Email Alert field to your Contact Layout right below the Email field. Now if the Contact has Opted Out of Email, or the email is Bounced from Salesforce or CM you can see it right away. Add this field to your Views when doing List Emails from Salesforce, and add it to your default Campaign Member Related List on Campaigns. The O, CB and B is optional, but I found that my clients wanted to know this level of detail. I wish it were a bit more vertically centered on the logo though. What are your ideas for this?

The End Result is this icon next to the Email

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• Is Active = The customer currently has an active Contract

• Is This Year = The customer had an active Contract at some point in this year. I also do Is This FY for those Tax Time mailings

• Is Last Year = The customer had an active Contract at some point in the previous year. I won’t ever use this one except in combination with Is This Year, but it’s helpful for a new product that you want to get out to previous customers.

• Is Customer = hopefully obvious to your business.

• State = If you want to segment by State. This is where you will also have other fields like SLA so you can do Gold NSW Customers, or Lead Rating for Hot NSW Leads.

• Customer Type = Any other value that you segment your customer base on.

So now, by setting up all these base fields to Sync to CM you can create any variety of Segments you want, depending on your marketing needs. The most important thing is that this is decided, known, and documented by the business.

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