Campaign Monitor
Overview
The AFI plugin lets you connect popular WordPress forms to Campaign Monitor. When someone fills out a form on your website, the plugin sends their information to your Campaign Monitor account, adding or updating them on your chosen email list. It can also include custom fields.
Supported Features
- Add or update the contact with the email and name fields
- Custom fields support. AFI Pro
How To Setup
Authentication
Before you begin, you need to connect your Campaign Monitor account on the plugin’s settings page. Go to AFI > Settings > General, find Campaign Monitor in the list of supported platforms, turn it on, and click the Save Changes button at the bottom.
Next, look for the Campaign Monitor tab at the top of the settings page and click on it. This will take you to the Campaign Monitor settings page, where you’ll need to enter your API Key. After that, click the Save Changes button. Instructions on how to find the API Key are provided on the Campaign Monitor settings page.
Create New Integration
Once you’ve finished the authentication process, you can start creating a new integration. Click on Add New under the AFI menu, and a new integration page will appear.
Title
A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one if multiple integrations are created.
Trigger
Select the sender form in the Form Provider dropdown. For example, Contact Form 7 or Gravity Form, or the Elementor Pro Form which you want to connect. After selecting the form provider, all forms built under that will be fetched and auto-populated in the Form/Task Name dropdown. Select the form that you want to integrate.
Action
In the Platform dropdown, choose Campaign Monitor. If you’re using the pro AFI, you’ll see another option called Campaign Monitor [PRO]—select that. Then, in the Task dropdown, choose Subscribe to List.
Map Fields
The available clients will automatically appear in the drop-down menu. Select a client to see the mailing lists associated with it, then choose the ones you want. On the left side, you’ll see the Campaign Monitor fields, and on the right, there’s a dropdown for the form fields. This dropdown will show the fields from the form you selected in the trigger area. Match the Email and Name fields as needed. If you’re using the basic version, you can only map the email and name fields.
In the Pro version of the AFI plugin, you can also send custom fields. Select Campaign Monitor [PRO] as the platform, then choose the account and list. All the custom fields will appear below the name field, and you can map them in the same way.
Save Integration
Finally, click the Save Integration button and you are done. Now you can start testing.
Troubleshooting
After the integration is made, when users fill up the form and submit it, the plugin initiates the process of sending data to the configured platform. It also saves a log that includes what data it tried to send, and what it got in response from that platform. So if you find an integration is not working, your first task is to check the logs. Go to AFI > Log menu and check the recent logs.
