WPForms Documentation

Documentation, Reference Materials and Tutorials for WPForms

How to Install and Use Campaign Monitor Addon with WPForms

Want to automatically grow your Campaign Monitor mailing lists when your forms are submitted? With the Campaign Monitor addon for WPForms, you can easily create a new subscriber each time a user submits a form on your WordPress site.

In this tutorial, we’ll show you how to install and use the Campaign Monitor addon.

  1. Connecting Your Campaign Monitor Account to WPForms
  2. Adding Campaign Monitor Integration to Your Forms
Requirements: You will need a Plus license level or higher to access the Campaign Monitor addon.

1. Connecting Your Campaign Monitor Account to WPForms

Before we get started, be sure to install and activate the WPForms plugin.

Then, you can go ahead and install the Campaign Monitor addon. For more details, please see our tutorial on installing WPForms addons.

Now that the Campaign Monitor addon is installed, the next step is to integrate with your Campaign Monitor account. To do this, you’ll need to go to WPForms » Settings and then click on the Integrations tab.

Add new account to Campaign Monitor in WPForms

After clicking this button, you’ll be able to see fields for the API key, account nickname, and client ID.

Campaign Monitor account details to connect to WPForms

To locate the details you need for these fields, you’ll first need to log into your Campaign Monitor account. We recommend opening this in a new tab or window as you’ll need to flip back to your WordPress site again soon.

After logging into Campaign Monitor, hover over your profile name in the upper right corner. This will display a menu, and here you’ll need to click Account Settings.

From the list on this page, click on API Keys.

Open API keys page in Campaign Monitor account

On the API Keys page, you’ll need to click Show API Key to allow the key to display.

Display API key within Campaign Monitor account

Once you’ve copied this API key, you’ll need to return to your WordPress site and paste this into the Campaign Monitor API field. Then, go ahead and copy the Client ID from your Campaign Monitor account into the Campaign Monitor Client ID field.

For the Campaign Monitor Account Nickname, enter any name you’d like as this is for internal reference only (will be helpful if you later add an additional Campaign Monitor account).

When you’re ready, click on the Connect to Campaign Monitor button to continue.

Connect WPForms to Campaign Monitor account

WPForms will now connect to your Campaign Monitor account. When done, it will show a green Connected status next to your Campaign Monitor integration.

Campaign Monitor account is successfully connected to WPForms

2. Adding Campaign Monitor Integration to Your Forms

To add Campaign Monitor to a form, first create a new form or edit an existing form.

Within the form builder, go to Marketing » Campaign Monitor. Within the Campaign Monitor tab, click on the Add New Connection button.

Add new connection for Campaign Monitor in WPForms

This will open an overlay where you can provide a nickname for this connection. You can use any nickname you like, as this is for internal reference only.

Enter a connection nickname for Campaign Monitor in WPForms

Once the connection is created, you can connect to a specific list from Campaign Monitor. If you have more than one Campaign Monitor account, first Select Account. Then under Select List choose the Campaign Monitor mailing list you’d like to use.

Select account and list to connect to

Next, the fields available within your Campaign Monitor mailing list will be listed. In order to send data to these fields, you’ll need to select the corresponding form fields from the dropdowns.

In order for subscribers to be sent to your Campaign Monitor list, be sure to connect the Email field.

Map form fields to Campaign Monitor fields

That’s it! You can now grow your Campaign Monitor mailing list with each form submission.

Next, would you like to offer incentives to potential subscribers? Be sure to check out our article on lead magnets to find out how to offer downloadable content in exchange for a user subscribing to your mailing list.

Changelog

1.0.4 (2018-03-15)

  • Changed: Improved display order of account fields.
  • Fixed: Error when adding account from Settings > Integrations tab.

1.0.3 (2017-03-09)

  • Changed: Adjust display order so that the providers show in alphabetical order

1.0.2

  • Fixed: Improved checking for other Campaign Monitor plugins to avoid conflicts

1.0.1 (2016-07-07)

  • Changed: Improved error logging

1.0.0 (2016-06-16)

  • Initial release.