Installing and Enabling the Campaign Monitor Integration - SPA


**Note: This content is intended for system administrators and is technical in nature**

Important: In order to use the full functionality of this integration, you will require a Premium Campaign Monitor for Salesforce App account. By default, you'll start on the Free app, but have access to Premium features for 14 days, after which you'll need to upgrade. 

This can be upgraded by going to the Campaign Monitor Admin tab and selecting Billing. Please note that this refers to the actual app, not the Campaign Monitor service (which is billed separately).

You'll need System Administrator permissions to install and enable the Campaign Monitor integration.

Install the Campaign Monitor for Salesforce app from the Campaign Monitor AppExchange listing (the Installation Guide can be found in the Details tab of the listing). You will be guided through the setup and connecting your Campaign Monitor account (Note: Skip the page layouts step)

To check that it's connected:

  1. Go to Salesforce setup (represented by  ) in the Settings menu (top right menu).
  2. Click the  in the nav menu to show all apps.
  3. Click the Campaign Monitor Settings app.
  4. Connect to your Campaign Monitor account and follow the setup (SKIP the Page Layout step).
  5. While you’re in the Settings section, click on the Sync Settings menu in the top nav and set your desired sync frequency.

To add and enable users for the Campaign Monitor integration:

  1. Go to Salesforce Setup (represented by  ).
  2. Click on Manage Users.
  3. Select User(s).
  4. Scroll down and look for the Additional Information section – Campaign Monitor User*.

*If this field does not appear:

  1. Click the hidden arrow at right of screen to show the menu.
  2. Click Edit Layout.
  3. Drag the Campaign Monitor item down into the Additional Information section.
  4. Now, still within the User section, click Edit.
  5. Scroll down and find the Additional Information field.
  6. Enter the user’s Campaign Monitor User ID in the Campaign Monitor User text field box.
  7. Click Save. 

To add user permissions for all relevant users:

  1. Go to Salesforce Setup (represented by  ).
  2. In the left hand Salesforce menu, click Manage Users -> Users.
  3. Click on a user.
  4. Scroll down to the Permission Set Assignments section.
  5. Click Edit Assignments.
  6. Add Campaign Monitor - Full Access and Campaign Monitor - User Access permissions.
  7. Click Save. 

To enable the integration:

  1. Go to Practifi Settings  .
  2. Click the Config icon  .
  3. Click the pencil  icon to edit.
  4. Under the Integrations section, tick “Enable Campaign Monitor” checkbox.
  5. Click Save.
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