Available on | ❌ Free | ✅ Basic | ✅ Pro | ✅ Business |
You can add participants automatically to your Campaign Monitor lists using the native Campaign Monitor integration.
If you want to test the integration before committing to a paid plan, you can do so by registering for a free 14-day trial.
Not entirely sure how to set up the integration? Make sure to learn about it in our dedicated article first.
Connecting the Integration
You can connect the integration either by navigating to the "Integrations" tab in the navbar or by opening the dropdown menu of your funnel's card and selecting "Connect" - then just click "Connect" on Campaign Monitor's card.
In order to connect the integration, you'll need to login to your Campaign Monitor account first.
Once you have logged in, you'll need to grant access to involve.me, so it can connect to your Campaign Monitor account. Just click "Allow access" and you will be set.
Once you have connected the integration, you'll be able to see the name of your connection and the company name of the Campaign Monitor account you're using.
How to find your Campaign Monitor List ID
Click on List & Subscribers in the Dashboard menu.
Select the List you want to link.
Click on Settings, located on the list to your left.
Copy the List API ID and paste it into the involve.me integration settings.
Data mapping for the Campaign Monitor integration
The integration will send email and default properties automatically.
In order for your list to accept more data, make sure to create custom fields in Campaign Monitor accordingly.
Once the integration has been connected to your funnel, you'll find the button "Manage Custom Fields" on the funnel's integration settings, which is where you can map the involve.me fields to the integration fields.
Default custom fields that are already predefined by Campaign Monitor
Email
Name (first and last name)
Default Custom Fields That Need to Be Created Beforehand
If you want to receive data for the below fields, then you'll need to create them in Campaign Monitor exactly as shown in the column "Campaign Monitor Fields".
involve.me Fields | Campaign Monitor Fields | Type |
Funnel | project_name | Text |
Outcome | outcome | Text |
Title | title | Text |
Gender | gender | Text |
Job title | job | Text |
Organization name | organization | Text |
Full birthday with year | birthday | Date |
Phone | phone | Text |
Street | address | Text |
Zip | zip | Text |
City | city | Text |
State | state | Text |
Country Code | country_code | Text |
Country | country | Text |
Mobile phone | mobile | Text |
Fax | fax | Text |
Website | website | Text |
Correctly answered questions | correct | Text or Number |
Score | score | Text or Number |
Outcome points | outcome | Number |
Calculator* | calculator | Text or Number |
Calculators by ID (eg. ca_xxxxxxx)** | ca_xxxxxxx | Text or Number |
Text | ||
Text | ||
Text | ||
Text | ||
Embed URL | embed_url | Text |
Remote ID | remote_id | Text |
*This is the result of the first calculator in the funnel, if there's only one calculator you can use this field.
**If you have multiple calculators in your funnel you can specify them by ID.
Data From Question Elements
Any other collected data fields (eg. from multiple choice elements, free text inputs, sliders, opt-in checkboxes, etc,) can be mapped through "custom field mapping".
Good to Know
Make sure you choose the right field names & types or your integration may not work!
If you have configured a Campaign Monitor integration on a funnel and you duplicate said funnel, your integration settings will duplicate as well.
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.
Opt-in Checkbox and GDPR
In order to be fully GDPR compliant, you will need to tick the option "Only trigger integration when opt-in checkbox element was selected" on your integration's settings and add a dedicated opt-in checkbox that sends data over to the integration, from your involve.me funnel.
Here's a step-by-step guide on how to set it up.
If GDPR is of no concern to you, then you can skip this step.
Testing Your Integration
Once the integration has been set up and connected to your funnel, it will be time to test it in order to ensure everything is working as intended, learn how to do it here.
If you still have any questions, please feel free to contact our support team.