1-2-1 Marketing Website Integration

The section describes how to integrate CampaignPilot with your 1-2-1 Marketing website software.

Email Software Integration

Customer information that is captured via a custom form, event, or sale purchase on a CampaignPilot landing page can be automatically pushed to your 1-2-1 Marketing website email software. This makes it seamless to market CampaignPilot customers and leads in your email marketing software without having to manually export/import customers.

Configuring CampaignPilot

To enable this integration you will need to toggle a few settings in the CampaignPilot Dashboard.

  1. You can access these settings by visiting Settings -> Other -> 1-2-1 Marketing in CampaignPilot,

  2. Next set the 1-2-1 Marketing Email Software Integration toggle to Enabled,

You must have the CampaignPilot Email Channel configured to your 1-2-1 Marketing email software for this integration to work properly. The same configuration used to create email newsletters for campaigns is used for this integration. Please follow the help documentation here if you have not already configured your CampaignPilot Email Channel.

3. Finally, click the Save Changes button at the bottom of the screen. Now when a customer fills out form or makes a purchase on any of your campaigns, their customer information will be added automatically to your 1-2-1 Marketing email customer database.

Here is an example form and checkout page made with CampaignPilot that might be similar to yours. When a customer completes either of these forms...

... any customer information that is detected will autmatically be added to your 1-2-1 Marketing email database.

CampaignPilot will only pass through the customer name and email address to 1-2-1 Marketing. No other information obtained with the form will be passed through to the customer created. Any additional custom fields captured with your form can be viewed and exported from within CampaignPilot.

Subscription Lists for CampaignPilot Customers

When customers are added to your 1-2-1 Marketing email software they will automatically be subscribed to a mailing list called CampaignPilot: All Customers.

You can also subscribe (or segement) customers created from CampaignPilot to individual mailing lists based on whatever campaign they interacted with. This is useful if you want to be able to market directly to specific users based on whatever form they filled out or whatever they purchased.

By default CampaignPilot will not create mailing lists for each campaign. To turn this feature on you will need to enable another toggle in the CampaignPilot settings.

  1. You can access these settings by visiting Settings -> Other -> 1-2-1 Marketing in CampaignPilot,

  2. Next, make sure that the 1-2-1 Marketing Email Software Integration toggle is set to Enabled, and that you have completed the settings in the Configuring CampaignPilot setction,

  3. Next you will need to set the Mailing List For Each Campaign toggle to Enabled,

4. Finally, click the Save Changes button at the bottom of the screen. Now when a customer is created in your 1-2-1 Marketing email software they will be subscribed to two lists, the CampaignPilot: All Customers list and another list titled after the campaign they interacted with.

As your customers will out your forms and make purchases, your 1-2-1 Marketing email software will begin to have many CampaignPilot specific mailing lists.

Previous1-2-1 Marketing Email IntegrationNextforeUP Tee Sheet Integration

Last updated