PLEASE NOTE: The below is correct for Campaign Monitor integrations configured in 2020 and forward. If you have a Campaign Monitor integration with us that is older than that, please get in touch with us for more details.
Our integration from EngagementHQ into Campaign Monitor (CM) ensures you always have the latest list of your registered participants in Campaign Monitor. You can combine your EngagementHQ list with others to send your newsletters to all your mailing lists from one spot. This is not part of your regular EngagementHQ license and if you are interested in the integration, please contact us via chat or email us at email@example.com
What it does
The integration is essentially a sync between the two systems that occurs multiple times in a day (there is no specific set time for the sync to occur) and captures ALL your verified, unverified, and subscribed participants AND administrators.
You can determine the list into which to sync your EngagementHQ database, therefore making it nice and easy to maintain your EngagementHQ specific list in Campaign Monitor.
This sync includes groups, meaning that you will always have an up-to-date list of EngagementHQ participants with segments in your Campaign Monitor account.
How it works
Once the integration is established, EngagementHQ will update a list in your Campaign Monitor account once a day with new registrations. It does not matter if people are activated or not, but as soon as they enter EngagementHQ as participants, they will be synced to your Campaign Monitor list.
As the sync occurs, all your demographic information will come across. Take this example of Althea Pollard (we have made her up). If we have her as a contact in our Campaign Monitor account, we can see that all custom fields are filled from our signup form in EngagementHQ, as well as some other data, like the fact that she has activated her account and was not blocked in EngagementHQ when we first imported her into Campaign Monitor. We can also see that she is part of the Female Only group that we created in EngagementHQ.
In order to configure the integration, which you are only required to do once unless something in your Campaign Monitor account changes, please get in touch with us at firstname.lastname@example.org and we will help you with the setup.
How to configure the integration
The below instructions assume that you have purchased the integration from us.
The integration is configured by yourself through an interface termed Saasler. When you purchase the integration, we will send you the necessary details to follow the steps below:
Go to the URL we have shared with you. It is the domain that contains saasler
Log in with the credentials we have given you. This login is specific to the configuration screen and will not work in EngagementHQ nor in Campaign Monitor.
Once you have logged in, click on My Integrations in the top right and you will see a screen like below. To configure Campaign Monitor, click on the red button next to Campaign Monitor.
4. This will prompt you to log into EngagementHQ and into Campaign Monitor. You are doing both to connect the two bits together.
Campaign Monitor Authentication:
Please note that we are connecting with Campaign Monitor via a protocol called OAuth2.0. You are not sharing your login details with us, rather you log into Campaign Monitor via a popup, and Campaign Monitor sends us back an authorization token to be used to push your EngagementHQ participants into Campaign Monitor. This is important because it means that we will never have access to your Campaign Monitor password (or account for that matter) directly.
5. Once you have authorized both sides of the integration, you will be prompted to choose your Campaign Monitor client (in case you have more than one) and a new list name. This will be the list name into which all your participants and administrators of EngagementHQare synced.
And that's it. Now your participant database will sync with your Campaign Monitor contact list once a day. Please note that the very first sync will take a moment to run. You should check back into Campaign Monitor after about an hour or so to confirm that the integration worked.
Note: Any issues or questions you have about the usage of Campaign Monitor should be directed at their support. We help with the integration but cannot help you with specific Campaign Monitor questions.