While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:
If you have already connected your Campaign Monitor account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.
On the menu on the left side of the dashboard, click on the name of the workspace you want, Workspace Settings - Integrations. Click on Continue To Campaign Monitor, as connecting the integration requires confirmation from within their app.
Sign in and connect the account. Click on Allow Access. This step is done once per workspace.
Our direct integration is using the API of Campaign Monitor, and in order to correctly connect your Campaign Monitor account, you need to be the Campaign Monitor account owner or a team member/user with API permissions.
When you have connected the account, come back to the slideout menu for the page you want to integrate with Campaign Monitor and continue with the steps below.
Now select which list you would like to use and click Continue;
You can easily create a list in your Campaign Monitor account by going to Lists and Subscribers - Create List - Save and Close.
Now just map all your Instapage fields to match the ones in Campaign Monitor;
Make sure all the Campaign Monitor fields marked with an asterisk (*) are mapped in order for the integration to work.
If you map a field with the [None] option, the data submitted in that field will not be sent to Campaign Monitor.
The Auto Generate option will create a text field inside your integration.
If you map an Instapage field with a field from your CRM side that has predefined options/values, then the field from Instapage side must have those exact same predefined options/values, and it is recommended for the fields from both sides to be of the same type.
Instapage Checkbox field will not be compatible with Campaign Monitor Multi Option field if inside Instapage the visitor selects more than one option. This is because Instapage separates options by commas and Campaign Monitor by "double pipe".
If you went through all the steps, click on Finish and you should see a confirmation message.
Then click on CLOSE.
In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.
You can check the submitted leads in your Campaign Monitor account by going to Lists and Subscribers - Subscribers for all leads. To check the leads from one particular list, just click on its name.
Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.
- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.
- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.
- Always test your integration with real email addresses as some systems recognize fake emails.
- All fields need to have a label/name in order for the integration to work. Please do not leave the label empty or with just space characters. You can pick the 'hide label' option for some field types.