OptinMonster offers seamless integration with Campaign Monitor email marketing service. Connecting OptinMonster to your Campaign Monitor email list is very easy.
In this article, you’ll learn how to connect Campaign Monitor with OptinMonster.
Before you start, this integration is available with all subscription plans.
All subscription plans can add custom forms using the Form Embed block.
As a best practice we recommend you also connect your campaigns to Monster Leads as a backup.
Connect Campaign Monitor
When you create a campaign in OptinMonster that you intend to collect leads with you’ll want to integrate with one or more services to send those leads to.
To send leads to Campaign Monitor, follow these steps:
- Navigate to the Integrations view in the campaign builder, search for and select Campaign Monitor.
- Next, select the Register Campaign Monitor button at the top of the integration section to begin authorization.
- A new window will open and you’ll be prompted to securely log into your Campaign Monitor account.
- Once logged-in, you’ll be asked to allow OptinMonster permission to connect to your Campaign Monitor account. Select Allow Access to grant permission.
- Return to the OptinMonster campaign builder, enter a Campaign Monitor Account Name (*internal use only), then select the Connect to Campaign Monitor button.
*The Campaign Monitor Account Name can be anything that helps you identify the specific integration within OptinMonster. It’s possible to add more than one Campaign Monitor integration to your account and this is an easy way to differentiate between them when assigning integrations to individual campaigns. - Required: Once the Campaign Monitor integration has been connected select the Campaign Monitor Client you wish to send leads to from the Email Provider Clients field.
- Required: Next, select the Campaign Monitor List you wish to send leads to from the Email Provider Lists field.
- Optional: You can also enable the Resubscribe Leads? option.
- When you’re finished, Save your campaign.
Add Extra Fields
This integration supports Field Mapping, so you can easily add radio buttons, phone fields, text areas, number fields, lists, and more!
Before you begin using Field Mapping with Campaign Monitor, please consider the following:
- Custom fields are referred to as Subscriber Custom Fields in your Campaign Monitor account.
- The following custom fields are reserved in Campaign Monitor and cannot be mapped to:
Phone
(use the Phone field to send data to this Field)Coupon Code
(the Coupon Code won when creating a Gamified spin-to-win campaign)Coupon Label
(the Coupon Label when creating a Gamified spin-to-win campaign)OptinMonster
(if you have custom branding enabled, the field will be called{BrandName}
)OptinMonster Campaign Name
(if you have custom branding enabled, the field will be called{BrandName} Campaign Name
)Privacy Consent
(when using the Privacy Consent checkbox)
- OptinMonster will look for variations of existing custom fields for Phone. If it finds a custom field called
Phone Number
(orSMS
orphonenumber
or others) for instance. It will send the phone information to that custom field, as opposed to the usualPhone
custom field. - Custom fields are automatically created on Campaign Monitor as text fields. You can also manually create the attributes in Campaign Monitor before mapping them to OptinMonster by following this guide.
Form Embed Block
Alternatively, you can add any Campaign Monitor webform to your campaign using our Form Embed block.
Get started adding a custom form to your campaign
Email Automations
To send emails automatically to new leads you’ll want to configure email automations within your Campaign Monitor account.
The following guides from Campaign Monitor may be helpful to get started:
- How to Grow Your Business With Email Marketing Automation
- The Marketing Automation Essentials
- Email Automation Best Practices
- Campaign Monitor 101: Automation Journeys
Testing
We strongly recommend you test the optin form before publishing your campaign to ensure it is working as you expect.
Before you begin, please be aware of the following details when testing Campaign Monitor integrations:
- Previously submitted or already subscribed leads may be treated differently by Campaign Monitor than new leads. For this reason, we recommend using a completely unique email address each time you test submit your campaign’s form. You can use a free tool like TempMail.io or learn how to create unlimited unique email addresses from a single Gmail account.
- If the lead is captured in Campaign Monitor but you do not receive any automated emails it indicates the integration from OptinMonster to Campaign Monitor is correct, and the issue is with the automated email configuration. Campaign Monitor controls email automation exclusively. If you require assistance in troubleshooting email automations we recommend reaching out to Campaign Monitor support directly.
Get started testing with the Live Site Inspector tool explained in our guide on how to test an OptinMonster campaign.
Spin-a-Wheel Support
If you are configuring a Gamified spin-to-win campaign, spin-a-wheel support is not available at this time to send the coupon data to Campaign Monitor.
FAQs
Can I send leads to more than one Client or List?
Yes! See our Lead Sharing guide to accomplish this.
How do I configure single or double opt-in?
See our guide on single vs. double opt-in.
Is it possible for me to add a phone field to my campaign?
Yes! You can add a phone field. Learn how to capture phone numbers with OptinMonster.
How quickly are leads sent to Campaign Monitor? Is there a delay?
There is no delay. Lead submissions are sent to Campaign Monitor in real time. OptinMonster will not perform the Button Action (like showing a success view or redirecting the user) until we get a confirmation that the submission was successfully received.
Even if your campaign is integrated with multiple Email Service Providers (ESPs) at the same time, OptinMonster sends the lead data to all connected integrations simultaneously, without delay.
Why doesn’t my conversion count match the number of leads in Campaign Monitor?
It is normal for these numbers to differ. There are some reasons for a discrepancy between the conversion count in OptinMonster and the lead count in Campaign Monitor:
- Double Opt-In: If your email service is set to require double opt-in, a user must first click a confirmation link in an email before they are officially added to your list. OptinMonster records a conversion as soon as the form is submitted, but Campaign Monitor won’t count them as a new lead until they confirm.
- Existing Subscribers: OptinMonster records a conversion each time a form is successfully submitted, provided that conversion tracking is enabled on the submit button. However, if an existing subscriber fills out your form again, Campaign Monitor will likely not add them as a new lead, as their email is already on your list.
- Conversion Tracking Enabled on Other Blocks: Conversions can be tracked on various elements, not just the form submission button. For example, if you have conversion tracking enabled on an image link and a visitor selects it but does not fill out the form, OptinMonster will still count a conversion. This increases your conversion count without a lead being submitted.
- Integration Failure: If the integration experiences a temporary issue, form submissions will still count as conversions. However, the lead data may not be sent to integration.
- Lead Filtering: When a user signs up with a disposable email address or is flagged as suspicious, the campaign will still record a conversion (form submission), but your integration platform may reject or filter out the lead.
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Troubleshooting
The campaign is capturing leads but shows 0 conversions in analytics.
Confirm that conversion tracking is turned on for the submit button in your campaign. See our guide on How to Enable Conversion Tracking.