If you use Campaigner for your email marketing, you can connect your mailing lists to an Audience promotion. By doing so, promotion participants will be automatically added to those lists when they opt-in to receive newsletters on the form.
Connecting the Campaigner Integration is easy when connecting it to your own Audience account.
First, click on your account's name in the upper right hand corner. Then, in the menu that opens up there, click on Account Manager.
Then click the Details > Advanced > Integrations > Account Integrations > Add Integration
On this screen, you can choose Campaigner from the Integrations list. Once it's added, you'll see that it says "Disconnected."
Click on the three dot menu and then Settings to access this screen:
You will need to know your Campaigner account API Key, Username, and Client ID in order to connect your account to this integration. To learn more about where to find this information in Campaigner, contact a Campaigner support team member to guide you.
You can give the Integration an Internal Title to help you stay organized. This comes in handy if you are linking more than one Integration to the same account.
Now that Audience is connected to Campaigner, you can configure which lists participants are opting into when they complete their entry. This is done by clicking the settings wrench on the Email List Opt-in Field on your form's setup page.
In the example below, you can see that you can select multiple lists. This comes in handy if you have a general newsletter list and a list specific to the type of promotion you are running.
If your lists aren't appearing here, you can click the Re-Sync Lists button and Audience will search for the lists in Campaigner. If that doesn't work, make sure your lists are public. Audience can't display non-public lists.
Troubleshooting Steps
Step 1: Verify the Campaigner Integration
Access Your Audience Campaign Settings
Go to the settings of the campaign where new sign-ups are collected.
Check for Campaigner Integration
Confirm that the Campaigner integration is selected in the opt-in settings of the Audience campaign. This step ensures that new sign-ups are automatically synced to Campaigner.
Enable Integration (If Not Already Done)
If the integration was not previously enabled, select it now.
Once selected, all future sign-ups will correctly appear in the intended Campaigner mailing list.
Step 2: Test the Synchronization
Conduct a test by signing up via the Audience embed.
Verify if the sign-up appears in the Campaigner mailing list. This confirms that the integration is functioning correctly.
Setting up Integrations is easy. By doing so, you are creating a way to safely transfer data between Audience and your CRM.
Adding Contacts Retrospectively
Steps for Manual Import:
Export Contacts from Audience
Go to the Audience platform and export the list of contacts for the relevant timeframe. This can either be done through the download tab of a campaign or through the Userbase.
Upload the Exported List to Campaigner
Log in to Campaigner by clicking on the Emails tab on the right navigation bar, select the Contacts tab -> Manage Contacts then click Import Contacts and upload the exported file to the desired mailing list.
Verify that the contacts have been successfully added. This ensures that all participant data, including past sign-ups, are accounted for in Campaigner. For additional verification, conduct periodic tests to ensure the synchronization works as expected. This proactive approach ensures efficient data handling.
For more assistance, please reach out to Audience Customer Support by chatting in the platform, calling 801-901-2011, or by emailing support@audience.io
Frequently Asked Questions
Q1: Why am I not seeing any new sign-ups appear in Campaigner?
A: This typically happens when the Campaigner integration is not selected within the Audience campaign settings or the integration is no longer connected. Review the opt-in settings and re-enable the integration to resolve this issue.
Q2: What can I do if I forgot to enable the Campaigner integration?
A: Export the previously collected data from the Audience platform and manually upload it into Campaigner. Once the integration is enabled, future sign-ups will sync automatically.