Campaign Monitor Connection

What: 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: BlueConic is a Customer Data Platform that harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem. Click here to learn more.

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 + or -.
  5. Enter a name for your connection at the top of the page.

Configuring the 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. 
  3. Next select the Allow access button.
    authenticate.png
    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. 

Importing data into BlueConic from Campaign Monitor

In the left-hand panel of the connection window, select Import data into BlueConic and follow the steps laid out in the import goal.

  1. Select Campaign Monitor lists to import data from.
    Use the checkbox Allow to create new 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.
    Campaign-Monitor-step2.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.
    Campaign-Monitor-step3.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 Running the connection below.

Exporting data from BlueConic to Campaign Monitor

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

Select this goal if you want to automatically subscribe visitors from a specific segment to a Campaign Monitor list:

The following options are available:

BlueConic matching profile property
Select the profile property that will be used to match a BlueConic profile to the corresponding Campaign Monitor email address. Matching will take place both in exporting and importing data.
BlueConic segment
Select the segment that contains the visitor profiles you want to use.
Campaign Monitor list(s)
Select the Campaign Monitor lists involved. You will need to select at least one list to be able to use the connection.

Use BlueConic segments for Campaign Monitor campaign targeting

Select this goal if you want to target visitors in a specific segment with Campaign Monitor campaigns.

 

BlueConic to Campaign Monitor mapping

Define the information in BlueConic that will be exported to Campaign Monitor.

These are the available options:

BlueConic Value Type
Choose one of:
  • BlueConic Profile Identifier: The value of the BlueConic Profile identifier will be used.
  • Associated Segment(s): Use the names of all associated BlueConic segments as value. Names will be pipe-separated.

    If you want to push the associated Segments of a visitor, the option "Expose the segments that the visitor is part of" in the BlueConic Settings > Privacy menu item in BlueConic must be enabled.

  • All viewed Interactions: Use the names of all viewed BlueConic interactions (for the current page view) as value. Names will be pipe-separated.
  • Profile Property: Use the value of a BlueConic Profile Property in the visitors profile. If multiple values are available for the selected Profile Property, values will be pipe-separated. Under value detail select the profile property that will hold the value to send.
BlueConic Profile Property
Select the profile property that contains the value to synchronize to a Campaign Monitor field.
Campaign Monitor Field Label
Select the field that will get synchronized with the BlueConic profile property.

To delete a specific mapping, hover over it and click the "x" icon on the right hand side.

Campaign Monitor to BlueConic mapping

Define which Campaign Monitor information will be imported to BlueConic.

Define the variables that will be mapped with the following options:

Campaign Monitor Field Label
Select the field label from Campaign Monitor that you want to map.
BlueConic Profile Property
Select the profile property to receive the value from the Campaign Monitor field.
Merge Rule
Select what will happen when BlueConic tries to merge a Campaign Monitor field value into a profile that already has a value in the profile property. Select one of:
  • Set: The new value overwrites the existing value in the profile property.
  • Set if empty: Same as "Set," but prevents overwriting an existing value by only setting the value if the profile property was empty.
  • Add: The new value is added to the existing value of the profile property (comma separated).
  • Sum: Only when the profile property is a number and the value that is entered at the rule is also a number then these two values are added and the new value is stored in the profile property. In all other cases the rule will not change the existing value of the profile property.

Click Add Variable to add a new variable mapping to the list. To delete a variable mapping, hover over the line and click the "x" icon on the right hand side.

Connection status

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

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, as follows:

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

In the example above no goals were selected, preventing the connection from running. Select and define goals to get it back in working order.

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.