Campaign Monitor - Cozmoslabs

Contents

1 Install the Campaign Monitor Add-on
2 Connect Profile Builder with Campaign Monitor using the Client API Key
3 Campaign Monitor Clients
4 Client Lists and Fields
5 Associate Profile Builder Fields with Campaign Monitor Fields
6 Campaign Monitor Segments
7 Campaign Monitor Subscribe Field
- 7.1 Campaign Monitor Subscribe Field in the Registration Form
- 7.2 Campaign Monitor Subscribe Field in the Edit Profile Form
8 Campaign Monitor Widget
9 How to
- 9.1 Setup a Campaign Monitor Campaign
- 9.2 Import Users into Campaign Monitor

Campaign Monitor Add-on allow users to subscribe to your Campaign Monitor lists directly from the Register and Edit Profile forms.
You can associate your Campaign Monitor form fields with Profile Builder fields for each of your lists. You can add unlimited Campaign Monitor Subscribe fields in your Register and Edit Profile forms. Also you can add the Campaign Monitor Widget in any widget area to allow any visitor of your website to subscribe to your list.

Install the Campaign Monitor Add-on

Campaign Monitor is an Advanced add-on, available with a Profile Builder Hobbyist or Pro license only.

After purchasing the add-on, the .zip file will be available for download under your account page by clicking the “Add-ons Download” button.

Once downloaded, you can install the add-on as a normal WordPress plugin, by uploading the .zip file in your WordPress Admin -> Plugins -> Add New -> Upload Plugin.

Alternatively, you can install the Campaign Monitor add-on by extracting the folder found inside the archive and uploading the entire folder via FTP to your /wp-content/plugins folder found inside your WordPress install.

For Campaign Monitor add-on to work as expected, you’ll also need to have the following plugin installed and activated on your site:

Profile Builder Hobbyist or Pro – version 2.1.0 or higher

Connect Profile Builder with Campaign Monitor using the Client API Key

In order to connect Profile Builder with Campaign Monitor you will need a Client API Key. To create a Client you will need to login into your Campaign Monitor Account and then click on the “Add Client” button.

After you set the Name of the Client click on the Name -> Go to Client Settings -> Edit -> Show client’s API Info.

Copy, paste and save the Client API Key in Profile Builder -> Campaign Monitor in order to load your client.

Campaign Monitor Clients

If the Client API Key is valid a drop-down with all the Clients from Campaign Monitor will appear. Select the client you wish to connect with Profile Builder and the Lists associated with that client will load into the page.

Client Lists and Fields

To create a list click on the Client Name -> Lists & Subscribers -> Create a list. Setup the List Name and List Type. The List Type can be set to:

Single opt-in (no confirmation required) – Means new subscribers are added to this list as soon as they complete the subscribe form
Confirmed opt-in (confirmation required) – Means a confirmation email will be sent with a link they must click to validate their address. This confirmation isn’t required when you import existing subscribers, only when new subscribers join via your subscribe form

Additional settings for the Confirmed opt-in option can be found if you go to Client -> Lists & Subscribers -> Click on List Name -> Customize landing pages.

The newly created List has by default 2 fields: Name and Email Address which are mandatory fields. In most cases this is sufficient when setting up a Newsletter but if you want to collect more user data we can add other extra fields.

To add Extra Fields go to Client -> Lists & Subscribers -> Click on List Name -> Click on Custom fields displayed in the right sidebar.

Associate Profile Builder Fields with Campaign Monitor Fields

If the Client API Key is valid you will be able to select a Client. After we select the Client the List will be loaded and you will be able to edit it by clicking on the name of the List. In the Edit Panel of a List you will be able to associate each of the Campaign Monitor Fields with Profile Builder Fields.

By default the Email Address field from Campaign Monitor is associated with the Default E-mail field from Profile Builder and this cannot be edited.

The Profile Builder Phone, Birthday and Favorite Animals fields were created in Profile Builder -> Manage Fields.

If the Birthday Field in Campaign Monitor uses the following date format: MM / DD / YYYY we will need to setup our Datepicker field format to mm/dd/yy in order to make it work
If Campaign Monitor fields are set to be Required then we need to set Profile Builder’s fields to be required also

In the Edit Panel we can set Extra Options:

Resubscribe – If the subscriber is in an inactive state or has previously been unsubscribed and you check the Resubscribe option, they will be re-added to the list. Therefore, this method should be used with caution and only where suitable

In the Edit Panel we can also Change our Client or we can Synchronize client data in case we made changes inside our Campaign Monitor account.

Campaign Monitor Segments

We use Segments to target sub-groups of subscribers depending on the information they provide through subscriber details or custom fields. Segments make it easy to target certain types of subscribers in your list based on simple rules. For example, everyone that selected “Dogs” as their Favorite Animals.

To do this, you will have to associate Campaign Monitor Fields with Profile Builder Fields.

Campaign Monitor offers support for the following custom fields:

Text – We can associate this field with an Input field
Number – We can associate this field with a Number field
Multiple Options (can only select one) – We can associate this field with a Radio field
Multiple Options (can select many) – We can associate this field with a Checkbox field
Date – We can associate this field with a Datepicker field
Country – We can associate this field with a Select (Country) field
US State – We can associate this field with a Select field

For example lets say you have a Checkbox Field in your List called Favorite Animals with 2 options: Dogs and Cats. You will need to go to Profile Builder -> Manage Fields and add a checkbox field with the Field Title: Favorite Animals and in Options / Labels add: Dogs, Cats.

Now if you go to Profile Builder -> Campaign Monitor -> Your List -> You will be able to pair Favorite Animals with the Favorite Animals ( Checkbox ) created in Manage Fields.

Campaign Monitor Subscribe Field

Once the add-on is active the Campaign Monitor Subscribe field will be added to the fields drop-down in Manage Fields. Here you will select the list you wish your new users to be added to.

By default the field shows both on Register forms and on Edit Profile forms, but you can hide it from the later if you wish. Also you can setup a Conditional Logic rule.

Campaign Monitor Subscribe Field in the Registration Form

User Side

In the front-end part of your website the field will be displayed as a checkbox. If the user checks this option, when the registration is complete, the data of the fields will be sent to Campaign Monitor and the new user will be subscribed to the list that you have selected.

Admin Side

We will be able to view our subscribers if we login into our Campaign Monitor Account and go to Lists & Subscribers -> Click on the List name.

If we click on the email address we will see the profile of the subscriber.

Since the user checked in the Favorite Animals field the “Dogs” value we will see that user in the “Segments” Section.

You can manage the Admin Email Notifications if you go to Lists & Subscribers -> Subscriber notifications.

Campaign Monitor Subscribe Field in the Edit Profile Form

Users can subscribe or unsubscribe from the list if they login and access the Edit Profile Form created by Profile Builder.

Campaign Monitor Widget

The add-on comes with a built-in widget that you can place in any widget area. By default the widget has only the Email Address and Name fields from each list, and you can select which of these to display.

If both fields are selected, in the front-end part of your website, the widget will look something like the one bellow. The email address field is mandatory.

If inside your Campaign Monitor List you have Extra Fields that are Required the Widget will not work. You will need to create a new list that uses only the default fields: Email, Name or use the existing list and make sure the Extra Fields are not Required.

If a field is required, on submission, the user will be prompted with an error.

If everything worked fine, the user will receive a thank you message and will be subscribed to the list you have selected.

How to

Setup a Campaign Monitor Campaign

In order to create a Campaign Monitor Campaign you will need to login into your account and go to Campaigns. The setup will walk you through the entire process.

Import Users into Campaign Monitor

In order to import users into your Campaign Monitor list you will need to follow this tutorial.

Campaign Monitor is an Advanced add-on, available only with a Profile Builder Hobbyist or Pro license.

Get Campaign Monitor – Profile Builder Add-on

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