Manage Mailing Lists with Campaign Monitor

Overview

This article will teach you how to integrate Campaign Monitor, an email marketing and email list manager, with FastSpring.

If you have not already,  sign up for an account with Campaign Monitor. Once you have an account, and you have verified your email with Campaign Monitor, you can either complete the FastSpring setup yourself, following our five easy-to-follow steps below, or you can open a support ticket with specific information from Campaign Monitor. 

Option 1: Complete the FastSpring Setup yourself

You should first decide whether you want all buyers signed up automatically or you want them to have a checkbox option when ordering. For the former, you can skip step 1 of this process and proceed with step 2. For the latter, start at the beginning of this process with step 1.

Step 1: Create a Custom Field

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First, you will need to create a checkbox option for your mailing list. Go to SpringBoard's Store Home » Custom Fields. Click Create Custom Field Configuration. Enter in a name for management purposes, and click Next. Enter in a Display name or leave this field blank. Click Add Form Field. 

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Choose Checkboxes as the Input Type. In the Name field, enter in an internal name, which is not visible to customers, but is used for reports, exports, and notifications. We suggest something simple like mailinglist.  Later in this article, you will need the value of this field, so make note of what you have entered.

Enter Mailing List under Question Text. Leave Question Description blank. Type in 1 under Selectable Values. Click Add. 

Under Selections, the Display field will show a 1. Change the Display to help customers understand what checking this box will do. We suggest something like "Keep me updated with TestCompany news." Click Save. Make sure to move the field to Active Status.

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Now this custom field will appear on your FastSpring order process, as shown below.

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Step 2: Get your API Subscriber List ID from Campaign Monitor

Next you need your Campaign Monitor API Subscriber List ID. Once you have logged into your Campaign Monitor account, click on Clients in the top left of the webpage. Then click on your Client Name. Click on the Lists & Subscribers tab.

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Next click on the list to which you want to add customers. Below your list name, click on change name/type. Your API Subscriber List ID is located toward the bottom of the page.

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Step 3: Create a Notification Rule in SpringBoard

Go to SpringBoard's Store Home » Notify. Click Add next to Custom Notifications.

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Choose Order Completed as the Event Type, which will generate a single notification for the entire order. Select HTTP URL as the Destination. Enter in Campaign Monitor's Live Server URL, but replace listid with your Campaign Monitor List ID.

http://api.createsend.com/api/v3/subscribers/{listid}.xml

Select XML as the Content Type, and click Next.

Step 4: Get your API Key from Campaign Monitor

Now you need your Campaign Monitor API Key. Once you have logged into your Campaign Monitor account, click on Account Settings in the top left. If you have not already done so, in the right column, click Generate your API key. Then click on the Generate my API key button. You can then find your API key at the bottom of the same page, an example of which is below.
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Step 5: Add Authentication to your Notification Rule in SpringBoard

In the Notification Rule you just set up in SpringBoard, click on the Security tab. Scroll down and under Authentication, enter in your Campaign Monitor API Key in the Username field. You can leave the password blank. 

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Click on the POST Content tab.

If you want all buyers signed up automatically (and you skipped step 1 above), copy and paste the following code, and then click Save.

<Subscriber xmlns:c="http://xml.fastspring.com/template/core">
    <EmailAddress>#{order.customer.email}</EmailAddress>
    <Name>#{order.customer.fullName}</Name>
    <Resubscribe>true</Resubscribe>
    <RestartSubscriptionBasedAutoresponders>false</RestartSubscriptionBasedAutoresponders>
</Subscriber>

If you want customers to have a checkbox option when ordering (and you completed step 1 above), copy and paste the following code, replacing "mailinglist" with whatever you entered as the internal Name field above, and replacing "yoursupportemail@yourdomain.com" with your support email address. Then click Save.

<Subscriber xmlns:c="http://xml.fastspring.com/template/core">
    <EmailAddress><c:choose><c:when test="#{order.surveyFieldValues.mailinglist eq 1}">#{order.customer.email}</c:when><c:otherwise>yoursupportemail@yourdomain.com</c:otherwise></c:choose></EmailAddress>
    <Name>#{order.customer.fullName}</Name>
    <Resubscribe>true</Resubscribe>
    <RestartSubscriptionBasedAutoresponders>false</RestartSubscriptionBasedAutoresponders>
</Subscriber>

Once you have finished the setup process, names and email addresses of customers will be passed on to Campaign Monitor immediately after purchase.

Option 2: Open a Support Ticket with Required Information

In your support ticket, please provide the following information obtained from Campaign Monitor:

  • The API Key

    Once you have logged into your Campaign Monitor account, click on Account Settings in the top left. If you have not already done so, in the right column, click Generate your API key. Then click on the Generate my API key button. You can then find your API key at the bottom of the same page, an example of which is below.
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  • The List ID (the alpha-numerical ID associated with your mailing list)

    Click on Clients in the top left of the webpage. Then click on your Client Name. Click on the Lists & Subscribers tab. 89.png 90.png

    Next click on the list to which you want to add customers. Below your list name, click on change name/type. Your API Subscriber List ID is located toward the bottom of the page.

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  • Code for Basic formatting for subscribe form

    Click on the Lists & Subscribers tab again. Click on the same list you choose to which you want to add customers. In the right column, click on Create a subscribe form. Next, click Generate the code. This will give us wit a URL to submit information and the names of the fields for the values.
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  • Whether you want all buyers signed up automatically or you want them to have a checkbox option when ordering 

We can take care of the rest for you!

Once we set it up, names and email addresses of customers will be passed on to Campaign Monitor immediately after purchase.

We're Here to Help

If you assistance integrating with Campaign Monitor, please open a support ticket. You can also contact Campaign Monitor support.

Have more questions? Submit a request

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