Note: Your PractiFI System Administrator will need to install and enable this integration before you can use it.
The Campaign Monitor integration allows you to create and manage rich email campaigns from PractiFI.
To send an email campaign:
- Go to Salesforce Setup.
- Go to the Settings menu (top right menu).
- Click the Campaign Monitor.
- Campaign Monitor will open.
- Create a campaign as per usual (see the App Exchange listing for user documentation on Campaign Monitor)
To view campaigns for a client: (requires the premium version of Campaign Monitor for Salesforce).
- Navigate to a client.
- Go to the Interactions tab in vertical nav.
- Click the Campaign Monitor sub tab to see events.
- To view the campaign, click the pencil icon and a hyperlink will appear for the campaign.