Campaign Monitor Integration

Campaign Monitor is a email marketing platform that provides marketing automations to help businesses personalize customers journey. Below are ways you can use OnVoard's integration with Campaign Monitor.

Data from Campaign Monitor to OnVoard

1) Trigger Sending Action

Automatically send survey, review request, or interview request to Campaign Monitor subscribers by list or segment

2) Fetch Pulse Data

Fetch number of Campaign Monitor subscribers by list or segment and use it for pulse notifications.

Data from OnVoard to Campaign Monitor

3) Create or Update Campaign Monitor Subscriber

Use workflows to automatically create or update Campaign Monitor subscriber.


1) Trigger Sending Action

The concept to trigger sending action for survey, review request, and interview request is the same. Below is a list of available trigger types for Campaign Monitor:

  • Campaign Monitor (List Subscribers)
  • Campaign Monitor (Segment Subscribers)

In this example, we will show how you can trigger sending action to Campaign Monitor subscribers by segment.

  • If you haven't setup survey, follow guide to setup one-click email survey.
  • Go to connections page and connect to your Campaign Monitor account.
  • Go to triggers page and add a new trigger. In this example, we'll select Send Survey action.
  • Select Campaign Monitor (Segment Subscribers)  for trigger type. 
  • Select Campaign Monitor segment to filter.
  • Once setup, we will automatically send survey to new users from specified Campaign Monitor segment.

2) Fetch Pulse Data

You can fetch number of Campaign Monitor subscribers by list or segment and use it for pulse notifications. 

Follow steps below to setup pulse notifications.

  • Go to connections page and connect to your Campaign Monitor account.
  • Go to pulses page and add a new pulse. Select one of Campaign Monitor's pulse type. In this example, we'll select Campaign Monitor (Segment Subscribers) 
  • After you have setup pulse, you can use it to setup notifiers.

3) Create or Update Campaign Monitor Subscriber

You can use workflows to automatically create or update Campaign Monitor subscriber when:

  • Someone response to survey

In this example, we will show how you can automatically create or update Campaign Monitor subscriber when a survey respondent is created.

  • If you haven't setup survey, follow guide to setup one-click email survey.
  • Go to connections page and connect to your Campaign Monitor account.
  • Go to workflows page and add a new workflow. For event type, select Survey Respondent (Created)
  • Specify conditions for workflow to be executed. For example, you can set conditions to only execute workflows for specific surveys. 
  • Click on Add Action and select Campaign Monitor (Create or Update Subscriber) for action type.

In order for us to automatically create or update Campaign Monitor subscriber, we need to be able extract email from survey respondent. As such, "email" must be specified as respondent trait (This is done automatically for you if you are sending surveys via email). For surveys that are not distributed via emails, see guide on how to add traits for respondent.

  • Click Add Fields Mapping if you wish to map additional fields to Campaign Monitor. You can use data from survey answer, respondent traits, or manually specify a static value.
  • Click Save Action for configured action.
  • Click Save to create workflow.
  • Once setup, OnVoard will automatically create or update Campaign Monitor subscriber if workflow is executed.