Integrating your form with Campaign Monitor

By integrating your form with Campaign Monitor, you can add any submissions you receive straight to Campaign Monitor as a subscriber.

This article will explain how to integrate your form with Campaign Monitor.

* Note: to integrate a form with Campaign Monitor you MUST collect an e-mail address.

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On step 3 ('Sync') of the form wizard when editing or creating a form, choose Campaign Monitor from the list of available integrations.

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A button will appear telling you to add a Campaign Monitor account. Click it and a form will appear. (If you have already added an account, a drop down menu will appear asking you to choose which Campaign Monitor account you would like to use.)

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The form has a couple of fields:

  • Name - This is just for your reference so you can separate one account from another.
  • Username - This is the e-mail address you use to log into Campaign Monitor.
  • Password - The password you use to log in to Campaign Monitor. This is just for one-time verification. We do not store your password.
  • Address URL - The URL you log in to Campaign Monitor from. eg. mybusiness.createsend.com

Once you are ready, click 'Go'. A new set of options will appear:

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These options are:

  • Which Campaign Monitor Account? - A dropdown menu allowing you to choose which Campaign Monitor account you would like to use (if you have more than one).
  • Client - A dropdown menu to choose which client from your Campaign Monitor account holds the list you wish to add subscribers to. This will automatically populate with the clients in your Campaign Monitor account.
  • List - A dropdown menu to choose which list from your Campaign Monitor account you wish to add new subscribers to. This will automatically populate with the lists available for the Client you chose in the field above. This option may initially say 'List not found' until you choose a Client.

If you change any of these values they will automatically save.

Beneath these options you will find the field mappings:

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On the left is the field as it is in CreateForm, in the dropdown menu is the field you want to link to in Campaign Monitor. CreateForm will try to map certain fields automatically, but you will need to check that these are correct.

If you have a custom field in Campaign Monitor which you wish to use instead of the pre-made fields, click the 'Add' button for the CreateForm field you want to send to Campaign Monitor. A form will appear:

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Give the field the same name as your custom field in Campaign Monitor, then click 'Add'. Do this for each custom field you have.

That's it! Your form is now integrated with Campaign Monitor. Because each form and each Campaign Monitor account is different, we highly recommend that you test the integration by filling out your own form several times to ensure all the data goes to the place you want it.