Integrating with Campaign Monitor

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;

Field mapping is the most important step in the setup process. To ensure your leads are successfully accepted by Campaign Monitor, you must adhere to the following mapping logic:

• Map All Required Fields: Every field marked with an asterisk (*) must be mapped. If a required field is missing, the integration will fail. The 'email' field is strictly required for every submission.
• Internal Value Matching: If a Campaign Monitor field has predefined "internal values" (dropdowns, checkboxes, or radio buttons), your Instapage field must use the exact same options/values, including exact upper and lowercase, spacing, and characters.
• Type Consistency: We strongly recommend that fields on both sides (Instapage and Campaign Monitor) share the same data type (e.g., Text to Text, Number to Number). There are exceptions, so make sure you respect the field values and type limits, then test the integration to see if it works.
• Instapage multi-option checkboxes are incompatible with Campaign Monitor because Instapage uses commas as separators, while Campaign Monitor requires double pipes (||).
• The [None] Option: Selecting [None] for an Instapage field means that the specific data will not be sent to Campaign Monitor.
• Auto-Generate Functionality: Using Auto-Generate will automatically create a new text field within your Campaign Monitor list properties to house that specific data.
• Custom Fields Limitation: We support a limit of 100 custom fields. If you have more than 100 custom fields, your integration/field might not work. You can either delete the extra fields or use predefined ones in this case.

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.