Campaign Monitor, Beaufort 12 and Salesforce integrations

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    Emma 
    Asked on December 14, 2020 at 10:05 AM

    Hi Jotform,

    I have a few questions relating to your Campaign Monitor app:

    • Can I embed the surveys in the body of a Campaign Monitor email?
    • Does it work alongside the Beaufort 12 Salesforce integration?
    • We have one Campaign Monitor account, which is attached to four Salesforce users' accounts. How much would this setup cost us?

    Many thanks,

    Emma

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  • Profile Image
    Eduardo_H
    Answered on December 14, 2020 at 10:56 AM

    Hello Emma

    • Can I embed the surveys in the body of a Campaign Monitor email?

    It is generally not advised to embed surveys/forms in e-mails. This article from Campaign Monitor gives a detailed explanation: https://www.campaignmonitor.com/resources/guides/email-forms/

    However, if you still want to do it, you should be able to achieve that via the same embed method used for web pages embedding. Chech this Jotform user guide:

    Guide: Embedding-a-form-to-a-web-page


    • Does it work alongside the Beaufort 12 Salesforce integration?

    There is no native integration between Beaufort 12 and JotForm. If you'd like, we can escalate a feature request on that. Could you specify which kind of connection between the platforms you would need?


    • We have one Campaign Monitor account, which is attached to four Salesforce users' accounts. How much would this setup cost us?

    If you integrate only to your Campagin Monitor account, which would then indirectly connect with the four Salesforce accounts, you shouldn't face any issues, and you can use a free plan for that.
    However, if you need to connect a form directly to multiple Salesforce accounts, I'm afraid that's not possible, at least under regular plans. You might try to achieve that via Enterprise plan:

    https://www.jotform.com/enterprise/

    Let us know if you have any other questions.