Collect More Information with Campaign Monitor Form Integration

How to collect more than just emails from your Campaign Monitor Integration.

At a glance

Last update 8/31/2021

TCPA Warning: Please note, to be TCPA compliant you must:
  • Display your SMS capture field on a different screen from your email capture field. *Please see How to Set up a Two-Step Form for instructions to display on separate screens*
  • Cannot require the SMS capture field, it must be an optional field
More information can be found  here

Introduction


This document covers the steps needed to configure the Campaign Monitor Design Canvas Integration.

Here’s a quick list of what we’ll cover in the article:

  • Application authorization and connection to Justuno
  • How to Add Fields
  • How to Hide Fields
  • Auto-Populate Fields (Collect IP Address, Coupon Code, Current Website URL, Referring URL, Previous Domain Referring URL, First URL visitor landed on)

Prerequisites


  • Justuno Account
  • Campaign Monitor Account

Instructions


Log in to Justuno

Navigate to Justuno.com and log in using your account credentials.

Edit Promotion Design

  1. Click the Promotions tab at the top left of the page, then click the Options menu next to the desired Promotion. Select Edit Design from the menu. 

Options menu

2. Click the email submission field, then click Change Form.

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3. Then go through the integration setup process. 

Connect to Campaign Monitor

 

Campaign Monitor Authentication

A new Campaign Monitor window will launch prompting you to log in with your Campaign Monitor account.

You will then be asked to accept the permissions needed to add/update contacts, lists, and custom fields in your Campaign Monitor account by Justuno.

STEP 1:

 

log in

STEP 2:

 

allow access

 

Campaign Monitor Client Selection

Once authenticated, you will see your current Campaign Monitor Clients appear.

To select/create List information, select a Client for whom to configure this integration.

Select one Client to continue.

Screen Shot 2020-04-30 at 9.40.05 AM

 

 

Campaign Monitor Mailing List Selection

Once authenticated, you will see your current Campaign Monitor Mailing Lists appear.

Select the list to which you would like contacts to be added. 

Screen Shot 2020-04-30 at 9.45.10 AM

 

Campaign Monitor Field Definition

Justuno provides a common set of Campaign Monitor fields for use within the form. You can set additional options for each field, including Required or Hidden properties.

Screen Shot 2020-04-30 at 9.50.04 AM

If you would like to use your Campaign Monitor Custom Fields, click "Custom Field" and select the fields you would like added to the form.

 

Create Form

If you would like to collect user-journey information, make sure the "Hidden" setting is checked.

Once you have finalized your fields, click “Create Form” and arrange the fields in your promotion as desired.

 

Preview and Publish Your Changes

Once you have arranged all fields, be sure to SAVE and then Preview or Publish your Promotion.

 

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