Cinch Integration

The section describes how to integrate CampaignPilot with your Cinch marketing software.

Cinch is a powerful marketing automation platform that allows businesses to message customers through email and other channels. Cinch can be integrated with CampaignPilot as an email channel to distribute marketing content directly to your customers. To learn more about Cinch, visit cinch.io.

Configuring Cinch Integration

To enable Cinch integration with CampaignPilot, you must first configure your email channel settings.

1. Click Settings from the main menu, then click the Channels tab.

2. Click on the Email channel from the Channels Settings menu.

3. Select Cinch from the Email Marketing Provider list.

4. Using the secure form, enter your Cinch Account credentials and click Login. Your credentials will be used to access the Cinch API.

5. Next, you will need to select the Cinch Company to link CampaignPilot with.

6. Next, you will need to select the default Cinch Segment to direct CampaignPilot campaigns to.

7. Finally, review your settings and then click the Save Changes button. Now you can use CampaignPilot to create templates and schedule email broadcasts in Cinch.

Cinch Email Channel Settings

You can further configure Cinch integration with CampaignPilot in the channel settings area.

1. Click Settings from the main menu, then click the Channels tab.

2. Click on the Email channel from the Channels Settings menu.

If Cinch is configured, you will see additional settings underneath your saved Cinch account details.

Campaign Integration Mode

The Campaign Integration Mode setting allows you to configure what happens in Cinch when you create a campaign and schedule it to your email channel.

Create Template Only - By default, CampaignPilot will create an email template in your Cinch software when you schedule a campaign to the email channel. You will still need to manually schedule and send your email message in the Cinch software when in this mode.

Schedule Broadcast Mode - If toggled to this mode, CampaignPilot will create an email template in your Cinch software and additionally schedule a broadcast to your default customer segment. Cinch will automatically message your customers once your campaign is published.

Careful!! In Schedule Broadcast mode you will automatically message your Cinch customers once the CampaignPilot campaign is published.

Managing Cinch Campaigns

The following section details how to manage Cinch email templates and scheduled broadcasts with CampaignPilot.

Building an Email

Once Cinch is configured, get started by building a campaign in CampaignPilot. The details you provide throughout the Campaign Wizard will be used to create marketing content in Cinch.

CampaignPilot Field	Cinch Email Field
Campaign Title	Subject Line
Short Description	Email Preview Text
Full Description	HTML Body Text

To automatically create marketing content in Cinch you will need to schedule your campaign message to the email channel. Depending on your Integration Mode, either an email broadcast will be scheduled, or a template will be created in Cinch.

Editing a Campaign

If you edit an existing campaign in CampaignPilot, your changes will be updated in the Cinch email template or broadcast settings. For example, if you need to change the Subject Line to an email in Cinch, you can edit the CampaignPilot campaign and adjust the title.

Deleting a Campaign

If you delete a campaign in CampaignPilot, any email template or scheduled broadcast created in Cinch will also be deleted.