Summary
Syncing your Join It membership database with external platforms is a core feature of Join It. Campaign Monitor is a powerful email marketing and automation platform that integrates seamlessly with Join It, making it easy to keep your mailing lists up to date as new Members join.
Setting Up the Campaign Monitor Integration
Follow the steps below to connect Campaign Monitor and automatically add new Members to a selected Campaign Monitor list:
Sign Up and Onboarding Process:
If you haven’t already, sign up for a Join It account and complete the onboarding process to configure your organization.
Go to Automations:
Navigate to the 'Automations' section within your Join It account.
Select Campaign Monitor Card:
Select the Campaign Monitor card from the list of available automations.
You can also access it directly here:
https://app.joinit.com/automations/campaign-monitor
Connecting Campaign Monitor Account:
If your Campaign Monitor account is not yet connected, click Connect Campaign Monitor and log in using 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.
Screenshot Description: Showing where to set up your Campaign monitor settings
Learn more about Campaign Monitor
You can find additional information about Campaign Monitor here: https://www.campaignmonitor.com/
Conclusion
At Join It, our goal is to make membership management easier and more efficient. Automatically syncing new Members to your Campaign Monitor lists is just one way we help streamline your workflows.