Syncing your Membership database with external platforms is a fundamental feature of Join It's functionality. Campaign Monitor, a robust email marketing and automation platform, can be effortlessly configured to complement your usage of Join It.
Instructions on Setting Up the Connection
To connect Campaign Monitor and ensure that new Members are automatically added to the appropriate Campaign Monitor list, follow these steps:
Sign Up and Onboarding Process:
Sign up for an account on Join It and complete the onboarding process to set up your initial configuration.
Accessing Automations:
Navigate to the 'Automations' section within your Join It account.
Select Campaign Monitor Card:
Locate and select the card labeled 'Campaign Monitor' from the available automation options. To take you directly to the Campaign Monitor Automation, click this link here: https://app.joinit.com/automations/campaign-monitor
Connecting Campaign Monitor Account:
If you haven't already connected your Campaign Monitor account, you'll be prompted to click the "Connect Campaign Monitor" button and log in with your Campaign Monitor credentials.
Membership Types Selection:
Choose which membership types you want to include in this automation setup. You can select 'All Members' or a specific Membership type.
Choose Campaign Monitor Client and List:
Select the Campaign Monitor 'Client' that owns the specific 'List' you want to access.
Choose the Campaign Monitor 'List' where you want your Members to be automatically added.
Create Automation:
Click 'Create Automation' to finalize the setup. All new Members will now be automatically added to your selected Campaign Monitor list.
Learn more about Campaign Monitor here: https://www.campaignmonitor.com/
Conclusion
At Join It, our mission is to simplify membership management for you. Automating the updating of your Campaign Monitor 'Lists' with new Members is just the first step towards achieving this goal. Stay tuned for more features designed to streamline your Membership management processes!