Understanding Lytics / Integrations

Campaign Monitor

This article covers:

Before You Begin

You will need the username and password of your Campaign Monitor account.

Authentication

  1. Navigate to the Campaign Monitor integration in the Integrations section. campaign monitor

  2. Click Authorizations.
  3. Click Add new authorization.
  4. In the Email or Username box, enter your Campaign Monitor email or username.
  5. In the Password box, enter your Campaign Monitor password.
  6. Click Log in.

CM username and password

  1. Click Allow access. CM allow access

  2. Label your authorization and click Authorize. description

How to Import Users from Campaign Monitor

Summary
FrequencyDaily at specified time
Streamscm_activity, cm_content, and cm_user
User fieldsemail, name
Provider fieldsstatus, list id
User activitysends, opens, clicks, unsubs
Campaign contentYes
Click URL paramNone
  1. Navigate to the Campaign Monitor integration in the Integrations section. campaign monitor

  2. Click Import List to begin configuring the import workflow.

  3. Select the authorization you created in a authentication step.

  4. Using the Select the Client to Import From dropdown, select the account you would to import from. select client

  5. Using the Lists to Import input, select the any Campaign Monitor lists. Lists moved to the right column will be imported into Lytics. NOTE: If no lists are selected all lists will be imported. configuration

  6. (Optional) Toggle Show Advanced Options. Keep Continuously run this import selected, to continuously import new contacts as they are added to your selected Campaign Monitor list or lists. If selected, new users will be imported into Lytics daily. If unselected the import will only occur once. keep updated

  7. Click Start Import to begin the import.

Users added to any selected Campaign Monitor lists will now be imported into Lytics daily.

How to Export Users to Campaign Monitor

Summary
FrequencyReal-time
Exports toName of the segment being exported
NameCampaign Monitor list
Identifiersemail
Mapped FieldsYes: email, name, custom mapped fields
Segment ExportsSelected segments
TypeAdd and remove segments, no list removal

NOTE: Exporting users to multiple Campaign Monitor lists will count against your subscriber limit and may affect your billing. Lytics recommends using audiences to segment an existing list rather than creating new a Campaign Monitor list for each audience.

  1. Navigate to the Campaign Monitor integration in the Integrations section. campaign monitor

  2. Select Export List to begin configuring the export workflow.

  3. Select the authorization you created in a authentication step.

  4. Using the Account dropdown, select the account to export to. select account

  5. Using the List dropdown, select the Campaign Monitor list you wish to export user to. NOTE: Creating a new list can result in an increase in your Campaign Monitor monthly bill, read how your Campaign Monitor monthly rate is calulated for more information. select list

  6. Using the Audience dropdown, select the Lytics audience you wish to export Lytics users from. select audience

  7. Using the Segment List input, you many further segment users of the audience you selected in the previous step. Select additional Lytics audiences in the left column moving them to the right column. This will create segments on your Campaign Monitor list containing users who are members of both primay audience selected in the Audience drop-down and any audiences selected here. select segments

  8. (Optional) Toggle Show Advanced Options to reveal the following options.

    • Existing Users: Export users who already exist in the selected Lytics audience. If unselected only new users who join the audience will be exported. (Default = Yes)
    • Resubscribe Users: Add users who have previously been deleted or unsubscribed from the Campaign Monitor list. (Default = No)
    • Email Field: Choose the Lytics field that contains an email address to be exported to Campaign Monitor. (Default = email)
    • Name Field: Select the Lytics field that contains the user's full name. (Default = Full Name)
    • Field Mapping: You can map any Lytics fields to existing Campaign Monitor fields.
  9. Click Start Export to begin exporting users.

Users who join your selected audience will be exported to your Campaign Monitor list in real-time. You can find the newly created segments in Campaign Monitor by selecting Lists & subscribers > Your List > Segments.

campaign monitor segments