This is my guide to using Campaign Monitor. It will have YouTube videos and more help docs as I go on.
Setup
Set Up Contacts
See Contacts for how to set up Contacts correctly
Install Campaign Monitor for Salesforce by following the guides on their website.
Set up the CM Admin App to work better for you. Video coming.
Bounce Management
Turn on Bounce Management in Salesforce.
That will display a triangle alert next to the email in the highlights panel if the email has bounced when sending from Salesforce. BUT inexplicably it does NOT show next to the Email Addresss.
As a tip, if an email is bounced, keep it there. Don’t delete it. You want to flag it to people to check the email address when next talking to that person. Then they can delete the email and enter the new one, and the Bounce details will be re-set.
But how does that help us with Campaign Monitor you ask? Well, let’s extend this.
The Bounce Management works off two fields Email Bounced Reason and Email Bounced Date. When you change the email address the Bounce flag is removed.
The Campaign Monitor Bounce is the State field on the Subscriber List Member object. (Weird that it is State - don’t get it confused with the geographic state).
See the Subscribers that have Bounced report. CM4SF has an excellent suite of standard reports.
Create a Flow and a Formula
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
IF(NOT(ISBLANK(EmailBouncedDate)),true,false)
Email Alert
IF(ISBLANK(Email),"",
IF( OR(HasOptedOutOfEmail = true, IsBounced__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", "CB",IF(IsBounced__c = true,"B",""))),
IMAGE("https://login.salesforce.com/logos/Custom/Mail_Green/logo.png","Do Not Email",20,20)))
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
Create Other fields as Needed
See Campaign Monitor Fields On Contacts
More info to come.
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