Hello.
Just wondering if there are any Campaign Monitor users here that can help me understand if and how we can trigger an automatic email campaign to go out when a Contact is attached to a Campaign via Campaign Membership in Salesforce?
I understand email campaigns can be automated and triggered if someone is added to a list or a segment, so I guess it is a question of if such an activity in Salesforce can result in a Contact being added to a list or get updated with a segment? And is it fiddly if we would want to repeat that behaviour for various, but not all Campaigns, through out the year? Would we need multiple syncs specific to these Campaign records and their members, and if Contacts are already synced onto our master 'All Contacts' list, what are the considerations for that?
Thanks in advance for any advice! :)
#Campaign Monitor
The usual pattern is exactly what you described: Salesforce campaign activity updates a field/list/tag in Campaign Monitor, and that becomes the trigger for the automation.
If the Contact is already on your main All Contacts list, I’d avoid creating lots of separate lists unless you really need them. We had better results syncing a campaign-related flag or field and letting Campaign Monitor handle the automation from there. In one setup we used
Skyvia to push those updates from Salesforce, which made it easier to control which Campaigns triggered something and which ones didn’t.