Create Campaigns for Campaign Monitor

Utilize your Accelo Sales database to create detailed target lists in Accelo, and then use those lists to send and track beautiful email campaigns to your clients through Campaign Monitor.

Using this guide, you can:

• Connect your Campaign Monitor account to Accelo

• Create detailed target lists using your Accelo client records

• Setup your campaign within Accelo

• Complete your setup within Campaign Monitor

• Integration Notes about Campaign Monitor

• Track your Campaign Results

Connect your Campaign Monitor and Accelo account

Connecting your Campaign Monitor account to Accelo allows you to sync the target lists you create in Accelo with Campaign Monitor, and track which of your contacts receives email campaigns. If you don't have one, easily register at Campaign Monitor.

To connect to Campaign Monitor:

1. Connect your accounts. Open the Integration page by clicking your User Profile Icon in the Navigation Bar and selecting Integrations.
   
    

2. Select the Campaign Monitor tab.

3. Enter the required information associated with your Campaign Monitor account and press Connect.
   
    

• Domain - Enter the domain name for the page that you use to access Campaign Monitor e.g. - acmeconsulting.createsend.com

• API key - preferably your Master API key, which can be found in Campaign Monitor under Manage Account > API Keys. 
  
   

• Unsubscribe page - Enter the page on your public website that contacts are directed to if they click unsubscribe from your emails.

• Reply-to address - Enter the default reply to address on any emails you send from Campaign Monitor.

• Options - After connecting Campaign Monitor, you can then select the client in Campaign Monitor that you are sending on behalf of.
  
  

You're now ready to send a new communication in Accelo from Campaign Monitor!

Creating Target Lists in Accelo

Target lists are used to specifically target your email campaigns at the most accurate recipients, using details like their status as a client, zip code and last date of interaction.

Learn how to create a Target List.

Setup your Campaign within Accelo

Use your Target List to begin the setup of your Campaign within Accelo, and instantly find the Campaign Monitor statistics on the stream of each Client page. 

Begin by setting up your campaign communication within Accelo, and finish editing and drafting your message within Campaign Monitor. 

Create your list of targets in Accelo, and we will push that list to Campaign Monitor. After creating the Communication, or your campaign message, you'll be taken to a screen with a link to the Campaign Monitor campaign; on that page, create the message on the Campaign Monitor website. Once you've sent the message, we'll track replies to it in Accelo.

To setup your Campaign within Accelo:

1. Select the New Communication dropdown and choose the Email via Campaign Monitor option.
   
    

2. Enter details that are relevant to the new campaign communication.
   
    

• Edit Campaign Title - The title of the communication which will appear in Campaign Monitor; this will appear under the campaign's heading and be used in analytics, so be sure to make it descriptive! **

• Campaign Manager - The Accelo user who will be responsible for this communication.

• Campaign Recipients - Choose whether to use the current campaign targets as the targets of this message or to select new targets. **

• Sending Platform - Confirm the platform you'll be using to send the message out.

• Campaign Monitor List - This displays the which list in Campaign Monitor that your campaign targets will be pushed to. **

• Email Subject - The email subject which will be used in the outgoing message. **

• Email From Name - The name that the message will appear as having come from. **

• Email From Address - The email address which the message will appear as having come from. **
  
  

Once you save this campaign communication, your list of targets will be sent over to Campaign Monitor. Edit your message in Campaign Monitor and send it out to your list of targets.


 

Note -  if you use an address other than the one listed under your Accelo user account, you'll need to verify the email address with Campaign Monitor before it can be used.

Complete your setup within Campaign Monitor

Edit the content, campaign details, and target lists you use for your Campaign Monitor campaigns, ensuring an accurate and perfectly formatted campaign message.

After you set up the campaign action, added some targets, and saved the campaign, your campaign details and your Accelo target list will be pushed to Campaign Monitor.

You must login to Campaign Monitor and view the Saved Drafts list to complete the setup of your email campaign before it is sent out to your targets. Your campaign will not be sent automatically after its drafted within Accelo.

Edit your Campaign and Sender

This section is populated by Accelo. Review it to confirm the email subject, the from address and the reply-to address. Use the Edit button on the right-hand side if you need to make any changes.

Edit your Content

It is very important that you edit the content of your email.

Your campaign will not be formatted unless you Edit HTML.

The default content will just be a string of HTML text created by Accelo reading, "Please define your own dispatch content."  When you edit the content, you can select one of your customizable email templates and add more headings, sections, text, and images.

Edit your Recipients

Recipients are added automatically based on the targets linked to your campaign action in Accelo.

Just below the "Accelo Subscriber list" text, you can see any segments in this list which have targets added. In most cases, you will just see one segment (named according to the name of the campaign action from Accelo) and the number of targets that were pushed across.

To edit the recipients, you have a few options:

1. Update the targets on the campaign action in Accelo: This will automatically update the subscriber list and set the correct segments in Campaign Monitor. Remember that the campaign action targets need to first be targets on the campaign.
   
    

2. Update the subscriber list and segment info in Campaign Monitor: To do this, go to Lists & Subscribers in the Campaign Monitor menu and then open the Accelo Subscriber list. You can then add more subscribers via the "Add new subscribers" button.
   
   

Note - when adding new subscribers, you should include the Campaign Action Name. To do this, simply include it as a column in your import and map it to the Accelo Campaign Action field.

Campaign Monitor Integration Notes

• One-WaySync - The relationship between Accelo and Campaign Monitor is only one-way. This means that if you change details for any of the subscribers within Campaign Monitor, they won't push those changes back to Accelo. It may help to think of Accelo as the draft where you make your changes and edit the targets and regard Campaign Monitor as the final version that gets sent out. If you need to make changes to a contact or to the targets on the campaign, head back to Accelo to make the changes.
• Unsubscribing - Unsubscribing from a list in Campaign Monitor will unsubscribe the contact in Accelo.  The Unsubscribe is tracked via the "Communication" tab, tracking whether marketing communications with that contact are allowed.
• Deleted - Once you have pushed your targets across to Campaign Monitor, be careful how you treat your campaign targets in Accelo. If you remove a contact from the campaign target list, Campaign Monitor will consider them to be deleted and will ignore these email addresses and not send future campaigns to these contacts.
• Emails only - When connecting to Campaign Monitor, Accelo will only push targets with email addresses. If you have 100 targets in Accelo and only 98 of them in Campaign Monitor service, check to see that they all have email addresses. If they all do, then check to see if some are on the unsubscribe list in Campaign Monitor. Campaign Monitor will also ignore targets with duplicate email addresses.
• Time - It can take time to push the contact list across to Campaign Monitor; it will always sync the targets correctly but please keep in mind that it's not instant if you are editing them.

Track your Campaign Results

Easily track which clients and contacts have received email campaigns, keeping your sales and marketing teams on the same page, and see the statistics of your email campaigns, helping your team turn positive results into new sales opportunities. 

Track the results of your campaign on the View Communication page under the Statistics heading.

These statistics need to be refreshed using the Refresh button to see live data from Campaign Monitor.