Bulk Upload to a Drip Campaign Campaign Monitor

What: The Campaign Monitor connectedness allows y'all to enrich BlueConic profiles with data from Entrada Monitor subscribers and vice versa. This connection supports scheduled batch import and export. With Entrada Monitor data synchronized into BlueConic, you'll have access to activated information well-nigh listing membership and e-mail beliefs to tailor online experiences as well.

Almost BlueConic: The BlueConic Customer Data Platform harnesses the data required to ability the recognition of an individual at each interaction, and then synchronizes their intent beyond the marketing ecosystem.

Why: Collaborate with your electronic mail recipients with relevancy on-site, and in their inbox! By taking Entrada Monitor data into BlueConic, you can individualize their experience on-site or in-app. Use BlueConic's unique behavioral data collection engine to enable a highly relevant email plan for triggered emails and drip campaigns.

Creating a Campaign Monitor connection

1. ClickConnections in the BlueConic navigation bar.
2. ClickAdd Connectedness.
3. A pop-upward window appears. Enter "Campaign Monitor" in the Search bar.
4. ClickEntrada Monitor connection.
   The Campaign Monitor connectedness page opens. You tin can expand or collapse the metadata fields (favorite, labels, and clarification) past clicking the gray chevron at the top of the folio.
5. In the metadata section you can choose whether to go email notifications when the connection runs or fails to run.
6. Enter a name for your connection at the top of the folio.

Configuring a Entrada Monitor connection

Setting up the connection

Configuring your Campaign Monitor connection starts with authenticating yourself with Campaign Monitor and allowing BlueConic access to your account.

1. SelectReady up and run in the Setup section in the left panel.
2. Click the Connect with Campaign Monitor button.
   A window appears where you tin can log in to Entrada Monitor with your username and password.
   
3. Next select the Allow access button.
   
   BlueConic is now continued with Campaign Monitor.
4. Utilize the Customer drop-down menu to select the Campaign Monitor Client you desire to use.

If you e'er need to update the hallmark, click Reset Authentication to reset your credentials.

To make the connectedness work, you lot have to add at to the lowest degree one import or export goal, salve your settings, and switch the connectedness on.

Next, yous specify what purpose the connection will serve. You lot can gear up import or export goals to synchronize user data and lists between BlueConic and Campaign Monitor.

Using Campaign Monitor Connections in BlueConic Lifecycles

You can add Entrada Monitor connectedness goals connection goals as touchpoints in BlueConic Lifecycles.

Here are some key points to keep in heed when using connectedness goals in a lifecycle stage:

• Exporting Lifecycle stage information to Campaign Monitor: When a Entrada Monitor connection goal has been added to a Lifecycle, yous can utilize that export goal to send a list of profiles that reach a certain lifecycle stage in their customer journeys and apply this information for targeted emails. You can also utilise lifecycle stage information to create new audiences or segments exterior of BlueConic, for example.
• Setting Lifecycle stage restrictions: Y'all tin can restrict a connection goal to export merely the profiles that are currently part of a sure lifecycle stage.
• Setting thresholds on marketing touchpoints: You can utilize lifecycle phase thresholds to limit campaign pressure on customer profiles in a certain lifecycle stage. For example, you can make sure a client is exposed to only 3 marketing touchpoints per week,  per calendar month, or per quarter during a particular phase on their customer journeying.

Importing data into BlueConic from Campaign Monitor

In the left-paw console, select Import data into BlueConic and follow the steps in the import goal.

1. Select Campaign Monitor lists to import data from.
   
   Optional: Use the checkbox Create BlueConic profiles to choose whether to create new profiles in BlueConic for new contacts that imported from Entrada Monitor that do non already exist in BlueConic.
   Optional: Select the Save the lists... checkbox to save the proper noun of Campaign Monitor listing from which the profile is imported or enriched. Click into the Search box to select an existing contour property or to create a new ane here, to go along track of the Campaign Monitor lists that enriched or created a profile in BlueConic.
2. Link identifiers between Campaign Monitor and BlueConic.
   Here yous map unique identifiers from both systems. Select a Campaign Monitor field and the corresponding BlueConic contour property it should match.
   
   If no match for a Entrada Monitor contact can be found in BlueConic, either the contact will not be imported or a new BlueConic profile is created, depending on whether the creation of new profiles was allowed for the listing. Campaign Monitor contacts that contain no value for the Campaign Monitor identifier are excluded from the import.
3. Map Campaign Monitor data to BlueConic.
   

   Use the Prepare driblet-down menu to select how to import data:

   • Set
   • Set if empty
   • Add the data field to the list of existing values.
   • Sum a number with the existing values (if the information field is a number).
4. Run the connection.
   ClickSave on the top right corner of the screen to relieve your import goal. See Scheduling Connections for details on scheduling and running the connection.

Exporting information from BlueConic to Campaign Monitor

In the left-hand panel, select Export data into Campaign Monitor and follow the steps in the export goal.

1. Select a BlueConic segment to export profile data from.
   
2. Select Campaign Monitor lists to export to.
   Select at least one listing to export BlueConic profile data to Entrada Monitor.
3. Link identifiers between BlueConic and Campaign Monitor.
   
   Select matching fields that comprise unique identifiers in both BlueConic and Entrada Monitor. If no matching Campaign Monitor subscriber is plant, either no data is exported or a new Campaign Monitor subscriber is created (run across step 6). Profiles that contain no value for a BlueConic identifier are excluded from the export.
4. Map BlueConic information to Campaign Monitor.
   

   Yous tin can select the following types when exporting data:

   • BlueConic profile identifier: The unique identifier for a profile
   • Associated segments: All segments, or a choice of one or more specific segments that the profile is associated with
   • Associated lifecycles: All lifecycles this profile is associated with. Learn moreabout Lifecycles.
   • Contour belongings: The value of a specific profile holding
   • All viewed interactions (all time): The interactions that the profile has seen
   • Permission level: The permission level set up in the contour
   • Text value: Enter any static text
     
5. Optionally employ a custom data format.
   Enter your preferred appointment format for your export (or employ the default format). Learn more about using custom data formats in BlueConic.
   
6. Optionally allow the creation of new Campaign Monitor subscribers.
   If no matching subscriber is found in Campaign Monitor for a BlueConic profile, exercise you want to create a new subscriber? Also cull whether to resubscribe inactive subscribers or remove subscribers from the list you selected in step 1.
   
7. Run the connection.
   See Scheduling Connections for details on scheduling and running the connexion.

Connection condition

The logos at the top of the page provide an overview of the connection status:

A green arrow going from Campaign Monitor to BlueConic signifies that data is beingness imported, or is ready to be imported. At the same time, an pointer going the other way means that information is ready to be exported from BlueConic to Campaign Monitor.

If there are errors in the connection configuration, an alarm would appear:

The scarlet error icon ways you need to change something to get the connexion back in working lodge. Click the scarlet icon to come across what y'all need to address.

Privacy direction

Connections can be added to Objectives, assuasive for privacy management of the information that is existence picked up. A connexion will merely process the profiles of customers or visitors who have consented to at to the lowest degree one of the objectives the connection is linked to.

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Source: https://support.blueconic.com/hc/en-us/articles/211601309-Campaign-Monitor-Connection