You can add participants automatically to your CampaignMonitor lists using the native CampaignMonitor integration. You can either set it up for your organization (all projects that don't have individual integration settings) or on a project level.
To activate it please enter your CampaignMonitor API Key and the List Token (see how to find below) to which you want to add your participant.
How to find your CampaignMonitor List ID:
Click on List & Subscribers in the Dashboard menu.
Select the List you want to link.
Click on change name/type, located below the list name
Copy the API Subscriber List ID and paste it into the involve.me integrations menu
Make sure you have a dedicated opt-in checkbox in your involve.me project and it is set to "Sends data to: CampaignMonitor (or all integrations)".
Your integration will send email, first name and last name automatically, however you can add more fields to be sent. For your list to accept more data, please configure your "Custom fields" accordingly:
Fields from the Contact Info element (all type Text): title, gender, organization for the Organization name, job for Job title, address, zip, city, state, country, phone, mobile, fax
birthday (type Date): Full birthday with year
facebook, twitter, instagram, linkedin (type Text)
correct (Text or Number type): Correctly answered questions
score (Text or Number type): Quiz score of values
outcome_points (Number type): Total points for the determining outcome
calculator (Text or Number type): Result from the calculator element
outcome (Text type): Which outcome the participant got for multiple outcome projects
project_name to save the involve.me project name (type Text)
Data from question elements must be set up through "custom field mapping"
Duplicated projects: Be aware that if you have configured a CampaignMonitor integration on the project level and you duplicate the project, your integration settings will duplicate as well.
Make sure you choose the right field types or your integration may not work!
Be aware that if the subscriber is in an inactive state or has previously been unsubscribed or added to the suppression list, they will be re-added to the list.
Note: By default the subscriber has given permission to have their email opens & clicks tracked. Make sure to have that mentioned in the opt-in text in order to be fully GDPR compliant.
Testing the Integration: Once a user completes the survey, check the Analytics of the project -> Select the Responses [ ] menu -> Select a submission. On the right pane, scroll down the page until the "INTEGRATIONS" section.
The CampaignMonitor icon, along with the other integrations configured, should be displayed with a status: "Successful".
If the CampaignMonitor icon is not present, it is not integrated with the project. If it is greyed out, the Integration is present but has not been triggered. Other statuses include Pending or an Error description that can be used to further troubleshoot the issue if necessary.
Triggering the CampaignMonitor integration manually. In case the Integration is configured but the Opt-in checkbox was not checked or not configured, or if the submission was only partial, you can still trigger that integration from each individual submission from the Analytics, responses menu.
Note: To trigger the integration on a partial submission, the submission must have been revealed and an email form must have been filled in by the participant.
When clicked, you will be presented with the option to trigger the Integration for all submissions for which the integration was not executed.
If you have any questions, please contact support.