Connect Convert Forms with Campaign Monitor

Are you interested in adding subscribers to your Campaign Monitor lists through your Joomla forms? Are you seeking a solution to integrate Convert Forms with Campaign Monitor and automate lead generation effortlessly? With the Campaign Monitor app for Convert Forms, you can easily subscribe users in your Campaign Monitor account each time someone submits your form.

This tutorial will guide you through using and configuring the Campaign Monitor addon in Convert Forms.

Requirements

To use the Campaign Monitor integration, there are a few requirements you need to meet, listed below:

• Ensure you are using Convert Forms 4.4.10-RC10+ Pro. You can easily upgrade to Pro if you're currently in the Free version
• The "Convert Forms - Apps - Campaign Monitor" plugin is enabled.
• Your form includes an Email field.

Setting Up Campaign Monitor Task

To set up the Campaign Monitor task and sync your submissions to the Campaign Monitor service, go into your form, and follow the steps listed below:

Select App

From within your form, click on Tasks > CREATE YOUR FIRST TASK.

On the modal that will open, select the Campaign Monitor task.

Select New Submission under Trigger and Add/Update Subscriber under Action on the next screen, and click CONTINUE.

Create Connection

A connection is essential to be able to connect to a 3rd-party service, such as Campaign Monitor. Let's see how to create a new connection that will allow us to connect to Campaign Monitor.

On the next step, click SIGN IN to start creating our Campaign Monitor connection.

To create our connection with Campaign Monitor, Click ADD CONNECTION to get started.

Get your Campaign Monitor API Key

Before connecting to Campaign Monitor, we need to grab our Campaign Monitor API Key. Follow the steps listed below to grab your API Key.

Step 1: Log into your Campaign Monitor account by clicking here, clicking on your avatar found on the top right of your dashboard, and clicking "Account Settings".

Step 2: Then click on the API keys link.

Step 2: Next, click on the "Show API key" link.

Finally, enter your password to see your API key.

Now that we have created our Campaign Monitor API Key, we can continue setting up the connection with Campaign Monitor. Enter a connection name and paste your Campaign Monitor API Key in the fields Campaign Monitor Name and Campaign Monitor API Key, respectively. Then click ADD CONNECTION.

The connection has been added, and you can close the connections window.

If you see the "Connection added" message, your connection with Campaign Monitor has been established, and you can continue with the next step. If you see any error message, please review your API Key.

Select the newly created connection from the list and click CONTINUE.

Ensure that your newly created Campaign Monitor connection is selected in the dropdown.

Setup Action

After you've set up the trigger, action, and connection, it's time to set up the action itself and define what information to send to Campaign Monitor. In this step, you can view all available settings and map each option with a fixed or dynamic value using Smart Tags.

Let's see all available settings:

List

Select the list to which the user will be subscribed.

Email Address

Select the email address of the submitter. This is the user that will be subscribed to your Campaign Monitor list. Choose the Email field in your form.

Name

Set the name of the subscriber. Select a field from the list or enter a value manually.

Custom Fields

Campaign Monitor provides custom fields, which allow you to store additional information when a subscriber is saved on your Campaign Monitor account, such as their name, age, company info, and more!

Enter the custom field name from your Campaign Monitor account, and map them with an existing form field, or Smart Tag.

To create new field, you can go to your Subscribers page > Fields subpage.

Step 1: Click on the Lists & subscribers menu item, and then click on the list you'd like to add a custom field.

Step 2: Next click on "Custom fields" on the left side and on the "Add custom field" button.

Step 3: On the modal that appears, type in the custom field name, select your field type, and click on "Create field".

Step 4: That's it! Your custom field is now available. You can use the "Field name" column to populate it with a value.

Add Conditional Logic

Conditional logic makes it possible to run tasks only if specific criteria are met, like a user’s email address matching a certain domain, the user being associated with a certain Joomla User Group, or a form submission having a specific value.

While editing the Campaign Monitor task, go to the Setup Action step and scroll down to the Conditional Logic section to set up Conditional Logic. Here's where you define all the rules the task should meet to run.

For example, let's say we need to sync submissions to Campaign Monitor, only if the email is coming from a specific domain: @domain.com.

1. Click to enable the Run this task when certain conditions are met.
2. Click Add Your First Condition.
3. Select the Email field in the Trigger dropdown.
4. Select Contains in the Operator dropdown.
5. Enter @domain.com in the value. Replace this with your domain name.

The condition should look like this:

You can read more on Conditional Logic on the Working with Tasks documentation page.

Activate Task

The final step is to enable our task. To do so, click the toggle on the dialog’s top right corner, as shown in the screenshot below.

Finally, click Save to save the task, close the dialog, and then click Save from the top right corner of the form builder to save the changes on the form.

Congratulations! You’ve successfully created a form that syncs new submissions to the Campaign Monitor email marketing service!