Integrate Campaign Monitor

We’ll assume that you already know how to add tasks to a taskflow and have added the Campaign Monitor task to your taskflow.

Integrating Campaign Monitor with Kotive happens in two steps:

  1. Connect your Campaign Monitor account
  2. Setup the Campaign Monitor task

1. Connect your Campaign Monitor account:

  1. In your taskflow in Kotive, select the Campaign Monitor task and navigate to the Account details tab.

  2. Select the green button that says Connect your Campaignmonitor account now.

    Connect your Campaign Monitor account now

  3. Name the account under Account label - the email address that you use for your Campaign Monitor account would work well as a way to identify it.

    Name the account

  4. Select the green button that says Connect your Campaignmonitor account now. This will direct you to a Campaign Monitor page where you’ll be asked to log into your Campaign Monitor account.

    Log into your Campaign Monitor account

  5. The next page will request permissions from you.

    Permissions request

  6. Click the Allow access button to give Kotive permission to securely interact with your Campaign Monitor account.

  7. Click the green Save button in the bottom right-hand corner of the window once your account has been connected successfully.

    Successfully connected to your Campaign Monitor account

Your Campaign Monitor account has now been connected to your taskflow.


2. Setup the 'Add a new subscriber' Campaign Monitor task:

  1. Select the Campaign Monitor tab of the ‘Add a new subscriber’ Campaign Monitor task.

  2. Fill in the unique ID of the subscriber list to add this subscriber to.

    Setup the task

  3. Provide the email address of the subscriber to be added to your existing subscriber list.

  4. Fill in the name of the subscriber.

  5. Indicate whether the subscriber should be re-added to the list if he/she is in an inactive state, or has previously been unsubscribed, or has been added to the suppression list.

  6. Indicate whether the autoresponder sequences should be restarted if the subscriber is resubscribed.

  7. TIP: Pull in the name and email address of the subscriber from an earlier task by using dynamic field tags.

Done! You have now fully integrated your Campaign Monitor account with your Kotive taskflow. When a taskflow runs, it will add a subscriber to your email campaign.

Tip

You can add conditions to your Campaign Monitor tasks in the same manner as with any of the other tasks in your taskflow.