PatronManager Help

Installing and Configuring Campaign Monitor for PatronManager

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Installing and Configuring Campaign Monitor in PatronManager: https://help.pm.leapevent.tech/a/1911924

Want to use Campaign Monitor for your marketing email system, and connect it back to PatronManager with a smooth two-way automatic sync? Now you can! Created by a company called Beaufort 12 (B12 for short), the B12 Campaign Monitor for Salesforce connector is robust and easy to use. It is a paid app (see current pricing here), but PatronManager clients get 50% off for the first year with our partner discount code!

There are a few important steps you must follow to make the B12 connector work with PatronManager. In this article, we'll walk you through those steps - be sure to follow along all the way to the end. We'll cover:

  1. Preparing PatronManager for the B12 connector
  2. Installing the B12 connector
  3. Configuring default settings to work with PatronManager
  4. Set up the connector to bring in new Contacts
  5. Optional: bring over historic Campaign Monitor data

The entire process should take about 2-4 hours, but once it's set up, it's quick and easy to use going forward. Ready? Let's get started!

Before you begin: you'll need a Campaign Monitor account

You can't hook PatronManager to an account that doesn't exist, so make sure you've created a Campaign Monitor account first.

Learn more and get started at https://www.campaignmonitor.com/

1. Prepare your PatronManager account

You've got your Campaign Monitor account and you're ready to hook it up to PatronManager. That's great! There are a couple things you'll need to do first, so that PatronManager is ready for the new connection.

2. Install the B12 Campaign Monitor for Salesforce integration

You've prepared your PatronManager account! Now it's time to install the B12 connector and hook it up to Mailchimp. Make sure you've completed all the previous steps before you do this part.

The B12 Campaign Monitor integration is a paid app, but they offer a great discount for PatronManager clients.

Make sure you enter this discount code when you set up payment to get 50% off for your first year:

  • PAT202550

Be sure to set up payment with B12 before your 14-day trial ends, or you will lose access to the app.

3. Configure default settings

There are a couple settings to adjust so that the connector works correctly with PatronManager. Let's take care of those first.

4. Configure the connector to bring over new Contacts from Campaign Monitor to PatronManager

You've got the connector installed and hooked up to Campaign Monitor. Now we'll tell the integration to create a new, To Be Qualified Contact in PatronManager for each new or updated subscriber record in Campaign Monitor.

5. Optional: bring over older Campaign Monitor Contacts

As you'll see in the confirmation text when you save your mappings, the connector will only create and update Contact records in PatronManager based on new or updated audience members in Campaign Monitor.

If you'd like to bring over all your Campaign Monitor subscribers (if their email address isn't already in PatronManager), expand the instructions below for a step-by-step guide.

You've installed the Campaign Monitor connector, great job! Now what?

The folks at B12 have an excellent set of support materials - we recommend reading through them for ideas and tips!

One of our favorite features of the Campaign Monitor integration is the option to link an existing Salesforce Campaign - for example, a fundraising Campaign - to a Campaign Monitor Campaign and track back additional data. Scroll down to the "Link an existing Salesforce campaign" section of this article to learn more!

Note: we do NOT recommend auto-creating Salesforce Campaigns, and we do NOT recommend storing email tracking history. Both of those options will quickly use up your Salesforce storage and result in additional costs.

If you like the integration, we encourage leaving a review on the Salesforce AppExchange listing!

Or, if you run into any difficulties, reach out to the folks at B12 for assistance - they'll be glad to help.

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