Campaign Monitor

The Integration Purpose

If you have a Wufoo contact form and a Campaign Monitor account, you can use the Wufoo/Campaign Monitor integration to link the two together. This means that when your contact info is collected through the Wufoo form, a new Contact is automatically added to your Campaign Monitor campaign list.

Product Description

Campaign Monitor offers everything a designer needs to run successful email marketing campaigns for themselves and their clients. You can even rebrand the interface, create sub-accounts for your clients and let them send their own campaigns.

What You Need To Get Started

API Key - A single step is required to gather this info. You must log into your account and then click Account Settings. The API key will be listed at the bottom of the page. An example of this page is listed below.

Client List - A list is a grouping for your Subscribers. You don’t have to do much legwork to find your lists though, because we import them for you based on your User Name and API Key. Choose one from the drop-down list on your integration setup screen.

Subscriber List - A list is a grouping for your Subscribers. You’d send a Campaign that you create through Campaign Monitor to a Client. You don’t have to do much legwork to find your lists though, because we import them for you based on your User Name and API Key. Choose one from the drop-down list on your integration setup screen.

Email Field - This is a Wufoo field from your form. This will be the email address to whom your Campaign Monitor campaign will be sent. If you don’t see one there than you’ve not set up an email field on your form and you need to go to the Form Builder and create the field. This field is required.

Name Field - This is a Wufoo field from your form. This will be the name attached to the email address when your Campaign Monitor campaign is sent. If you don’t see one there than you’ve not set up an email field on your form and you need to go to the Form Builder and create the field. This field is optional.

Opt-In Options

You never want to set up a situation where a user feels that she was duped into joining your mailing list. For this reason we’ve provided a mechanism to prevent the ‘I did not sign up for this list’ blues. Read about how this opt-in option works.

Only Send if Choice is Checked - This feature allows a user to decide on your form if she wants to join your Campaign Monitor mailing list. To set up this feature, add a Checkbox to your form giving the user the choice to join your list. In the example above we titled our checkbox ‘Yes, I wish to join’. By selecting this checkbox in our integration setup we’re telling the notification to be sent only if the user checks the box.

Field Matching

Using Wufoo’s field matching feature you can pair the fields from your Wufoo form to work with Campaign Monitor’s Custom Field features. If you’re unfamiliar with Campaign Monitor’s Custom Field feature, he’s a quick description taken from their website:

All of your subscriber lists will have 2 default fields; “Name” and “Email address”. Any additional fields (up to the maximum of 20) in your subscriber list are called custom fields.

Custom fields can be used to store additional contact information such as a subscriber’s address, city, country, phone number or other relevant data such as interests, birthdays or answers to a survey.

On Using Custom Fields with Fields with Choices

So you want to match up your Wufoo fields to Campaign Monitor’s Custom Fields. In most cases, this is easy to achieve. For Campaign Monitor text or number field types simply pick the corresponding Wufoo field from the field match dialog. However, you must give some thought about how fields with choices like Mail Chimp “select one”, “select many”, country and US State fields will react. Here’s a list of requirements for working with these 4 types of fields:

• Campaign Monitor Custom Fields may be no greater than 250 characters in length. We suggest you match them up to Wufoo single line text fields because they also have a 255 character limit.

• Wufoo Multiple Choice, Dropdowns and Checkboxes choices must match their Campaign Monitor counterparts. This means, for example, that a Radio Field on the Wufoo side must have all the same options as the Multi-Value Custom Field field in Campaign Monitor.

• As mentioned above, properly matching your Wufoo options Campaign Monitor options is imperative. An integration submitted with a mismatch of these options will result in empty values in your Campaign Monitor custom field. Since this topic is better explained with images, we’ll include an example:

The image below depicts a properly matched Wufoo Drop-Down field to a Campaign Monitor Multiple Option field. Notice how each option on the Wufoo side corresponds with one on the Campaign Monitor side, including spelling, capitalization and spacing.

This next image shows how the field matching process can go wrong. Notice the extra value “Tasty” on the Wufoo side? If the user of this form selected Tasty, the integration would faithfully pass through this value to Campaign Monitor. But, since the value does not exist in Campaign Monitor, it would be ignored and no error woud occur and no value would be recorded. So, be careful that you match your fields exactly to avoid unexpected data loss.

How do I require my users to ‘double opt-in’?

Campaign Monitor document has a great write up on this topic which describes Confirmed Opt-In (double opt-in) this way:

Unlike single opt in, confirmed opt in requires your subscribers to validate their email address before being added to your subscriber list. When a new subscriber completes the subscribe form on a web site, an email is immediately sent to the address they provided. This email contains a verification link which the recipient clicks on to confirm that they own the address. Once the link has been clicked, that email address is added to your list.

Confirmed opt-in is handled by Campaign Monitor at the list level. With this option turned on, each member of the list is required to confirm their choice to join your list. To enable this feature choose ‘Confirmed Opt-In’ from the drop-down shown below when creating a new Subscriber List in Campaign Monitor.

How do I match ‘US States’ or ‘Country’ Custom Fields?

Because Wufoo and Campaign Monitor have a slightly different set of States and Countries, you’ll have to do the following:

• Create your own Address field. Using the CSS Keywords like leftHalf and rightHalf will help you line up your fields side-by-side, which will help you make your address field stylish.

• Use Drop Down fields to build State or/and Country inputs, using the predefined fields dialog to paste in either state or country values. We’ve created a list of Campaign Monitor-friendly values here:

Countries

Afghanistan Albania Algeria American Samoa Andorra Angola Anguilla Antigua & Barbuda Argentina Armenia Aruba Australia Austria Azerbaijan Azores Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bermuda Bhutan Bolivia Bonaire Bosnia & Herzegovina Botswana Brazil British Indian Ocean Ter Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Canary Islands Cape Verde Cayman Islands Central African Republic Chad Channel Islands Chile China Christmas Island Cocos Island Columbia Comoros Congo Congo Democratic Rep Cook Islands Costa Rica Cote D’Ivoire Croatia Cuba Curacao Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic East Timor Ecuador Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Falkland Islands Faroe Islands Fiji Finland France French Guiana French Polynesia French Southern Ter Gabon Gambia Georgia Germany Ghana Gibraltar Great Britain Greece Greenland Grenada Guadeloupe Guam Guatemala Guinea Guyana Haiti Honduras Hong Kong Hungary Iceland India Indonesia Iran Iraq Ireland Isle of Man Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea North Korea South Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macau Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Martinique Mauritania Mauritius Mayotte Mexico Midway Islands Moldova Monaco Mongolia Montserrat Morocco Mozambique Myanmar Namibia Nauru Nepal Netherland Antilles Netherlands Nevis New Caledonia New Zealand Nicaragua Niger Nigeria Niue Norfolk Island Norway Oman Pakistan Palau Island Palestine Panama Papua New Guinea Paraguay Peru Philippines Pitcairn Island Poland Portugal Puerto Rico Qatar Reunion Romania Russia Rwanda Saipan Samoa Samoa American San Marino Sao Tome & Principe Saudi Arabia Senegal Serbia & Montenegro Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa Spain Sri Lanka St Barthelemy St Eustatius St Helena St Kitts-Nevis St Lucia St Maarten St Pierre & Miquelon St Vincent & Grenadines Sudan Suriname Swaziland Sweden Switzerland Syria Tahiti Taiwan Tajikistan Tanzania Thailand Togo Tokelau Tonga Trinidad & Tobago Tunisia Turkey Turkmenistan Turks & Caicos Is Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States of America Uruguay Uzbekistan Vanuatu Vatican City State Venezuela Vietnam Virgin Islands (Brit) Virgin Islands (USA) Wake Island Wallis & Futana Is Yemen Zambia Zimbabwe

States

Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware District of Columbia Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming