Send an email with Campaign Monitor

This article will guide you in activating Tribes from Lexer to Campaign Monitor. The activation allows you to update existing lists, create and update segments, and enrich contact data in Campaign Monitor.

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

Creating 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 Tribe
  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. Check the appropriate audience action, in most cases you’ll want to maintain your list
  8. Ensure “append to audience” is checked
  9. Agree to terms, and click SEND AUDIENCE

Syncing 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” tribe (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 Tribes 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 Tribe.

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.

Create your Campaign Monitor Campaign

Check out Campaign Monitor’s guide to creating and sending campaigns here.

Further reading

To find out more about what you can do as a marketing manager with Lexer, check out our Manager’s guide to marketing article.

Campaign Monitor also have a great guide on best practices, and supercharging your campaign.