CAMPAIGN MONITOR CRM 

Campaign Monitor is an email marketing software and provides CRM tools to not merely organize your data but using that data for email marketing purposes. Campaign monitor syncs in all the data of the leads coming on different events and automatically adds them to your email list. Further, the list created is used for email marketing purposes where you can send personalized campaigns to the customers.

Campaign Monitor provides the integration functionality with the non-profit CRMs and the organizations can get the most profits out of their email marketing once they integrate with it.

At InviteReferrals, you can integrate your referral programs with third-parties CRM software. Campaign monitor enables you to pass all the leads’ data to your campaign monitor account and keep them synchronized for further email marketing purposes. Read this article to know how you can integrate InviteReferrals with campaign monitor.

HOW TO INTEGRATE INVITEREFERRALS WITH CAMPAIGN MONITOR :

InviteReferrals integration with Campaign monitor allows you to send all the data of the leads on different events such as Referrer enrollment and invites, all synchronized at one integrated place. Below are the steps to integrate InviteReferrals with campaign monitor:

1.Navigate to the InviteReferrals dashboard > settings > integration > CRM.

2. Next, go to the Campaign monitor CRM and click on the CONNECT button.

3. Once you click on the Connect button, you will be navigated to the below page.

Note: You can create a campaign monitor account or if you already have one, you can fill in the credentials to integrate and connect with the InviteReferrals account. Once you fill in the credentials and click on the ALLOW ACCESS button, you will be connected with the InviteReferrals.

4. Once connected, you can create the list of the customers’ data on different events such as enrollment, conversion, and email contact invite, etc. in your Campaign Monitor account.

5. Next, navigate to the Edit campaigns> Integration.

6. Click on Integration to proceed further to the Third-party integration > Campaign monitor CRM.

7. Now select any events (enrollment, manual invite, and email contact invite) to find the list you created in the Campaign monitor account.  You can find the list in the drop-down menu of the LIST field. You can further map out the fields to send the data to the list you created in your Campaign Monitor account. 

Once the fields are mapped out, click on the SAVE button and your data will start sharing into the Campaign monitor.

Follow the above steps to integrate InviteReferrals with the Campaign monitor.