Campaign Monitor Connection

How to connect BlueConic with Campaign MonitorWhat: The Campaign Monitor connection allows you to enrich BlueConic profiles with data from Campaign Monitor subscribers and vice versa. This connection supports scheduled batch import and export. With Campaign Monitor data synchronized into BlueConic, you'll have access to activated data about list membership and email behavior to tailor online experiences as well.

About BlueConic: The BlueConic Customer Data Platform harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem.

Why: Interact with your email recipients with relevancy on-site, and in their inbox! By taking Campaign Monitor data into BlueConic, you can individualize their experience on-site or in-app. Use BlueConic's unique behavioral data collection engine to enable a highly relevant email program for triggered emails and drip campaigns.

Creating a Campaign Monitor connection

  1. Click Connections in the BlueConic navigation bar.
  2. Click Add Connection.
  3. A pop-up window appears. Enter "Campaign Monitor" in the Search bar.
  4. Click Campaign Monitor connection.
    The Campaign Monitor connection page opens. You can expand or collapse the metadata fields (favorite, labels, and description) by clicking the gray chevron at the top of the page.
  5. In the metadata section you can choose whether to get email notifications when the connection runs or fails to run.
  6. Enter a name for your connection at the top of the page.

Configuring a Campaign Monitor connection

Setting up the connection

Configuring your Campaign Monitor connection starts with authenticating yourself with Campaign Monitor and allowing BlueConic access to your account.

  1. Select Set up and run in the Setup section in the left panel.
  2. Click the Connect with Campaign Monitor button.
    A window appears where you can log in to Campaign Monitor with your username and password.
    BlueConic-setup-authenticate-Campaign-Monitor-Connection.png
  3. Next select the Allow access button.
    How do I connect BlueConic data with Campaign Monitor?
    BlueConic is now connected with Campaign Monitor.
  4. Use the Client drop-down menu to select the Campaign Monitor Client you want to use.

If you ever need to update the authentication, click Reset Authentication to reset your credentials.

To make the connection work, you have to add at least one import or export goal, save your settings, and switch the connection on. 

Next, you specify what purpose the connection will serve. You can set up import or export goals to synchronize user data and lists between BlueConic and Campaign Monitor. 

Using Campaign Monitor Connections in BlueConic Lifecycles

You can add Campaign Monitor connection goals connection goals as touchpoints in BlueConic Lifecycles.

Here are some key points to keep in mind when using connection goals in a lifecycle stage:

  • Exporting Lifecycle stage information to Campaign Monitor: When a Campaign Monitor connection goal has been added to a Lifecycle, you can use that export goal to send a list of profiles that reach a certain lifecycle stage in their customer journeys and use this information for targeted emails. You can also use lifecycle stage information to create new audiences or segments outside of BlueConic, for example.
  • Setting Lifecycle stage restrictions: You can restrict a connection goal to export only the profiles that are currently part of a certain lifecycle stage.
  • Setting thresholds on marketing touchpoints: You can use lifecycle stage thresholds to limit campaign pressure on customer profiles in a certain lifecycle stage. For example, you can make sure a customer is exposed to only 3 marketing touchpoints per week,  per month, or per quarter during a particular stage on their customer journey.

Importing data into BlueConic from Campaign Monitor

In the left-hand panel, select Import data into BlueConic and follow the steps in the import goal.

  1. Select Campaign Monitor lists to import data from.
    Campaign-Monitor-import-step1.png
    Optional: Use the checkbox Create BlueConic profiles to choose whether to create new profiles in BlueConic for new contacts that imported from Campaign Monitor that do not already exist in BlueConic.
    Optional: Select the Save the lists... checkbox to save the name of Campaign Monitor list from which the profile is imported or enriched. Click into the Search box to select an existing profile property or to create a new one here, to keep track of the Campaign Monitor lists that enriched or created a profile in BlueConic.
  2. Link identifiers between Campaign Monitor and BlueConic.
    Here you map unique identifiers from both systems. Select a Campaign Monitor field and the corresponding BlueConic profile property it should match.
    Link-Identifiers-Campaign-Monitor.png
    If no match for a Campaign Monitor contact can be found in BlueConic, either the contact will not be imported or a new BlueConic profile is created, depending on whether the creation of new profiles was allowed for the list. Campaign Monitor contacts that contain no value for the Campaign Monitor identifier are excluded from the import.
  3. Map Campaign Monitor data to BlueConic.
    Map-Campaign-Monitor-Data.png

    Use the Set drop-down menu to select how to import data:

    • Set
    • Set if empty
    • Add the data field to the list of existing values.
    • Sum a number with the existing values (if the data field is a number).
  4. Run the connection.
    Click Save on the top right corner of the screen to save your import goal. See Scheduling Connections for details on scheduling and running the connection.

Exporting data from BlueConic to Campaign Monitor

In the left-hand panel, select Export data into Campaign Monitor and follow the steps in the export goal.

  1. Select a BlueConic segment to export profile data from.
  2. Select Campaign Monitor lists to export to.
    Select at least one list to export BlueConic profile data to Campaign Monitor.
  3. Link identifiers between BlueConic and Campaign Monitor.
    Link-export-Identifiers.png
    Select matching fields that contain unique identifiers in both BlueConic and Campaign Monitor. If no matching Campaign Monitor subscriber is found, either no data is exported or a new Campaign Monitor subscriber is created (see step 6). Profiles that contain no value for a BlueConic identifier are excluded from the export.
  4. Map BlueConic data to Campaign Monitor.
    Map-BlueConic-data-to-Campaign-Monitor.png

    You can select the following types when exporting data:

    • BlueConic profile identifier: The unique identifier for a profile
    • Associated segments: All segments, or a selection of one or more specific segments that the profile is associated with
    • Associated lifecycles: All lifecycles this profile is associated with. Learn more about Lifecycles.
    • Profile property: The value of a specific profile property
    • All viewed interactions (all time): The interactions that the profile has seen
    • Permission level: The permission level set in the profile
    • Text value: Enter any static text
      All-associated-segments.png
  5. Optionally use a custom data format.
    Enter your preferred date format for your export (or use the default format). Learn more about using custom data formats in BlueConic.
    Set-custom-date.png
  6. Optionally allow the creation of new Campaign Monitor subscribers.
    If no matching subscriber is found in Campaign Monitor for a BlueConic profile, do you want to create a new subscriber? Also choose whether to resubscribe inactive subscribers or remove subscribers from the list you selected in step 1.
    Export-Step-6-Campaign-Monitor.png
  7. Run the connection.
    See Scheduling Connections for details on scheduling and running the connection.

Connection status

The logos at the top of the page provide an overview of the connection status:

BlueConic-Connection-to-Campaign-Monitor.png

A green arrow going from Campaign Monitor to BlueConic signifies that data is being imported, or is ready to be imported. At the same time, an arrow going the other way means that data is ready to be exported from BlueConic to Campaign Monitor.

If there are errors in the connection configuration, an alert would appear:

Troubleshooting-BlueConic-Campaign-Monitor-Connection.png

The red error icon means you need to change something to get the connection back in working order. Click the red icon to see what you need to address.

Privacy management

Connections can be added to Objectives, allowing for privacy management of the information that is being picked up. A connection will only process the profiles of customers or visitors who have consented to at least one of the objectives the connection is linked to.