Salesforce to Campaign Monitor Connector

What is SFCM connector?
SFCM connector connects your Salesforce and your Campaign Monitor so that you can run your marketing campaigns more effectively and easily. It ensures a smooth flow of your business information between your CRM and email marketing software. It brings back your campaign statistics to your Salesforce and updates your Salesforce. You can populate your Campaign Monitor list from Salesforce using this connector.

What exact Information will flow back and forth in every Sync ?
From Salesforce to Campaign Monitor:

Syncs Leads/Contacts of Zoho CRM to the Campaign Monitor Lists of your choice.

Apart from first name, last name and Email Id, you can transfer information residing in
10 other fields of your Salesforce Leads/Contacts to Campaign Monitor

From Campaign Monitor to Salesforce :

The information about status of mail sent to each (bounced/ unsubscribed/opened, etc)
Will be shown in your Salesforce

How often and when do the Syncs happen?

You can Sync your data any time / every 12 hours.

Since its your data and your business, you should have a complete control over it.
You can Choose the timings when you want to sync your data every day.

Is there any limit on number of records I can process using SFCM connector.
No. We don’t limit the number of records. But, Salesforce has put down some guidelines for using their API .

How to start using the SFCM connector?
Just fill up a small form (Sign Up). We will create an account for you. Log in to this account. Set up your connector  the way you want it and Start using it.

How do I set up the connector?
Log in to your account & Click on ‘My Account’ , then click on the Connector Settings of  your Connector and follow the 3 step procedure.

• Connect to your Salesforce and Campaign Monitor
• Choose Sync Timings
• Map the Fields

There you go. Your SFCM connector is ready. We will take it from here.

For step by step detailed instructions to Set up your Connector, Refer this

What are the different Pricing plans ?
We have arrived at this pricing after going through extensively our customer's usage requirements. You will definitely find a suitable plan for your needs.

For all Connectors Number of records you can process is Unlimited*
* - Refer to Salesforce API on API call limIt’s. click here for more information

What different modes of Payment are available ?
You can pay through Paypal or you can pay using Credit card.
 

How do I cancel my subscription ?
Log in to your account. Click on 'Payment History' on the left top side where you will get the details of your Orders and Subscription plans.

You can just log in to your Paypal account and cancel your subscription from there.
Once done, you can confirm it by checking out your Payment History > Details of my Subscription Plan. The status should show as 'Cancelled'. Once cancelled, your autobilling will stop. It takes some time to get the changes reflected in your account.

You can also write us at support@kloudconnectors.com to cancel your subscription.

Do I have to go to my Paypal account every month to renew my subscription? Or Do you Autobill ?
We want you to save some hassles. So we would be automatically deducting the monthly subscription charges from your account till you choose to cancel it.

My SFCM connector is not running. What should I do ?

Log in to your account. Click on Sync Errors.
You will get to see why exactly the connector did not run.

Quick Checklist to fix your issue :

7 out 10 times, this checklist has helped our customers to solve their issue immediately.

• Check if the credentials (username and password) of Salesforce and Campaign Monitor you entered are right
• Check if the List exIt’s in Campaign Monitor
• The email Ids in your Salesforce are Valid
• No same email Id is assigned to more than one lead/contact in your Salesforce
• And of course please check if Your Sync has taken place before checking the data

Good news is we have made our product in such a way that you can fix most of the issue right from your place.
But if you are not able to fix it, you can always talk to us at support@kloudconnectors.com

At what time my Sync will happen ?
Just Login to your account. Click on the ‘My Account’ link , then click on Sync Timings of your Connector.
You will get to know sync timings.

Did my Sync happen at all ?
Why don’t you find it out yourself?
Just log in to your account and check the tab Sync Timings and Sync Details.

Here you will get to know whether your last Sync happened or not, at what time did it happen and how it went through.

Where can I get help if I face any issue ?
You can go through FAQs to fix your issue yourself
You can log in to your account and check sync errors and try to fix it yourself
You can chat with our support agent at Kloud Connectors
And of course You can always write to us at support@kloudconnectors.com

Can we check campaign responses in Salesforce for respective campaigns sent from Campaign Monitor? If yes, then how are responses mapped in Salesforce ?
Yes. We do process campaign responses back into Salesforce. The mapping is as follows:

Is my Information safe ?
We take your data safety very seriously. We are ISO 9001 organization. That’s why we use servers. It’s your data and you solely should control it. With this belief, we have strived to give you more and more control and visibility of your data in our every product.

Does it affect my Salesforce account or Campaign Monitor account ?
Not at all. Your Salesforce account and Campaign Monitor account will work just fine.
Using our connector does not change anything in either of your accounts.