Enabling the Campaign Monitor Integration

Overview

The Campaign Monitor integration enables seamless bi-directional synchronization between your Practifi data and Campaign Monitor email campaigns. With this integration, you can automatically sync prospects, contacts, and campaign members to Campaign Monitor subscriber lists. At the same time, updates and unsubscribes flow back into Practifi, keeping your client data current without the manual upkeep required to maintain two systems. 

Please note: The Practifi Promote add-on is required to use Campaign Monitor.

• Campaign Monitor Features
• Resources

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Campaign Monitor Features

The Campaign Monitor integration with Practifi offers the following features:

• Sync Contacts and Campaign Members: Create and update subscriber lists in Campaign Monitor directly from Salesforce, automatically adding prospects, contacts, or campaign members. The sync is bi-directional, so updates or unsubscribes in Campaign Monitor are reflected in Salesforce.
• Access Campaign Monitor Data in Salesforce: View campaign information, engagement metrics, and status directly within Salesforce records, so your team has the context they need without switching between platforms.
• Segment & Target Using Salesforce Data: Build and manage targeted lists based on CRM criteria for more personalized outreach.
• Automate Campaign Creation and Tracking: Automatically generate Salesforce Campaign records and track activity from your email sends, so engagement is captured without manual entry.
• Reporting & ROI Visibility: Combine Campaign Monitor engagement metrics with Salesforce data to assess campaign effectiveness and ROI.

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Resources

To learn more about Campaign Monitor, check out this demo video.

If you're interested in Campaign Monitor, you can start a free trial.

For help with setup, see the Campaign Monitor Support page or contact their support team directly.