Campaign Monitor

Connect your Campaign Monitor account with Lexer

Campaign Monitor is an email marketing platform that belongs to CM Group’s family of brands. In this article, we'll show you how to connect your Campaign Monitor account with Lexer, which will permit Lexer to import your contacts from Campaign Monitor as enriched Profiles.

Benefits of a Campaign Monitor integration

Integrating your Campaign Monitor account with Lexer provides a number of benefits, such as:

  • Importing your contacts as enriched Profiles.
  • Syncing your Lexer Segments with Campaign Monitor.
  • Providing enriched data back to Campaign Monitor.

Integration in a nutshell

Here's a summary of how Campaign Monitor integrates with Lexer:

Direction
What direction does the data flow?

✅ Data in: import your contacts as enriched Profiles
✅ Data out: provide enriched data back to Campaign Monitor

Type
Lexer’s integration with this product allows you to pull data into the hub from these sources.

✅ Email
⬜️ SMS

Source Method
How the system connects with Lexer.

✅ API

Destination Method
How Lexer connects with the system.

✅ API

Status
Is this integration live and working?

✅ Full release

Lexer product compatibility
What Lexer products is the integration compatible with?

✅ Activate
✅ Compare
✅ Segment
✅ Track
⬜️ Listen
⬜️ Respond
⬜️ Serve

How do I integrate Campaign Monitor?

  1. Select the Campaign Monitor tile.
  2. Click INTEGRATE CAMPAIGN MONITOR.
  3. Enter your Campaign Monitor credentials and click Continue.

🚧

The final step

Once you've added your Campaign Monitor account credentials to the Campaign Monitor tile in the Hub, please contact your Success Manager, or Lexer Support ([email protected]) to complete your Campaign Monitor set up and configuration.

What is a Campaign Monitor activation?

The Campaign Monitor activation allows you to securely send customer data from Lexer to your connected Campaign Monitor accounts. You can:

  • Create new Subscriber lists.
  • Update existing lists.
  • Update Custom Fields.
  • Create new Segments.

The activation is configured with two options, CDP Sync, and Create Segment. When activating to Campaign Monitor, you only ever need to select “Create Segment” which will push across your Lexer audience, create a Segment, and allow you to build your campaign. Once the Segment is created in Campaign Monitor, the CDP Sync will twice daily “sync” your contact data and populate the Segments within Campaign Monitor.

Configuring Campaign Monitor

Y
ou will need to make two custom fields on each List in Campaign Monitor you plan on sending data to.

First name

Data type

Add option

Lexer Segments

Multiple Options (can select many)

Test

Latest Lexer Audience

Text

N/A

When creating the Multiple Options field, be sure to populate it with at least one option otherwise Campaign Monitor will give you an error. Whatever option you add now, you can always remove it once you've started syncing your Lexer Segments.

The below GIF steps you through creating a new list and adding the necessary custom fields.

  1. Navigate to Lists and Subscribers.
  2. Select Create a new list.
  3. Give your list a name, leave it as single opt-in and click create list.
  4. Select Custom Fields.
  5. Add your two fields (Lexer Segments = Multi select, and Latest Lexer Audience = Text).
  6. You’re done!

Segments, Custom Fields, and Lists

Within Campaign Monitor, your contacts (known as subscribers) exist within Lists. Each List has its own unique Custom Fields, which in turn can influence customer Segments created within your List.

When delivering email campaigns, you select a List to send to, target a Segment within the List, and then personalize your email copy using Custom Fields to include your customers name, birthday, loyalty status, and so on.

Campaign Monitor terminology

Subscribers

These are your contacts or Profiles within Campaign Monitor. Subscribers can be Active, Deleted, or Unsubscribed.

Lists

A List in Campaign Monitor is a group of Subscribers. You can have multiple, and overlapping lists with Campaign Monitor. Lists will form the foundation of any automation within Campaign Monitor, and when creating a campaign you target Lists instead of individual Subscribers.

Custom field

A dynamic field that contains data unique to individual Subscribers, like an Attribute within Lexer. This could be their first/last name, mobile number, loyalty ID, or loyalty balance to name a few. These fields become the building blocks for your Segments in Campaign Monitor.

Segment

A Segment in Campaign Monitor is just a subset of contacts within a list. Custom fields on contacts are used to define your Segments. Your Lexer activation can create Segments of your contacts using your activation’s audience name.

How do I activate to Campaign Monitor?

Before you get started, make sure you’ve done the following:

Activate and create a Segment in Campaign Monitor

To create a Segment within Campaign Monitor, you need to first navigate to Lexer Activate.

  1. Click ACTIVATE NEW AUDIENCE to get started.
  2. Select the Create Segment activation option.
  3. Add your Segment.
  4. Update the audience name (this will become your Segment name).
  5. Pick your Campaign Monitor List to update.
  6. If you want to keep this audience updated, check “auto-update activation”.
  7. Set the audience action to Append to an existing list.
  8. Feel free to uncheck Audience measurement attributes, only for your CDP Sync.
  9. Agree to terms, and click SEND AUDIENCE.

Activate and sync your data with Campaign Monitor

We also support a CDP Sync, which will twice daily push across specific data points chosen by you to enrich your Campaign Monitor database.

This is intended to be set up once, and let run automatically “in the background”. Below we step you the process the first time you need to set this up for a list.

  1. Click ACTIVATE NEW AUDIENCE to get started.
  2. Select the CDP Sync activation option.
  3. Add your “Customer Universe” Segment (containing all your customer records).
  4. Update the audience name (we suggest adding CDP Sync).
  5. Pick your Campaign Monitor List to update.
  6. Check “auto-update activation”.
  7. Leave this set to Maintain list.
  8. Map each ATTRIBUTE to it’s correct CUSTOM FIELD (ensure Include in audience is pointing at the Lexer 9. Segments custom field).
  9. Agree to terms, and click SEND AUDIENCE.

The GIF below will also show you this process.

Set and forget — auto-updating audiences

Lexer Activate permits you to automatically update your lists and contacts within Campaign Monitor. With this selected, Lexer will add or remove customers from your list, as customers enter and leave your Segment.

Okay I’ve sent my audience, what next?

The moment your activation has been confirmed as sent in Activate, you’ll see records begin to update in Campaign Monitor. We’ll send you an email to let you know once an audience has been sent — the time this takes will vary, depending on the size of the audience.

Congratulations! Your Campaign Monitor should now be integrated and activated in Lexer. We've gone through what Campaign Monitor is, the type of integration it is, its benefits, and how to integrate and activate it. There's a lot of steps to follow here and if you feel stuck or confused please don't hesitate to reach out to Lexer Support ([email protected]) if you need any help.


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