In today’s digital world, email marketing remains one of the most effective ways to engage and nurture your audience. Whether you’re sending newsletters, promotional offers, or updates, a solid email marketing strategy is essential. One of the key steps in building that strategy is integrating your forms with an email marketing platform like Campaign Monitor.

If you’re using Gravity Forms for lead generation on your WordPress website, you’ll be happy to know there’s a simple way to integrate it with Campaign Monitor using the official Gravity Forms Campaign Monitor Addon. This allows you to automatically add form submissions to your email lists, saving you time and ensuring your audience is always up to date.

In this blog post, we’ll walk you through the steps to integrate Gravity Forms with Campaign Monitor, making your email marketing process more efficient than ever.

Why Integrate Gravity Forms with Campaign Monitor?

Before diving into the setup, let’s quickly touch on why this integration can benefit your email marketing efforts:

1. Automated List Building: Automatically add form submissions to specific Campaign Monitor lists.
2. Seamless Integration: No need for manual data entry. Your subscriber data will flow directly into your Campaign Monitor account.
3. Improved Efficiency: Save time and reduce errors by eliminating the need for CSV imports or manual list management.
4. Better Segmentation: Automatically segment subscribers based on the form they fill out or specific information they provide.

What You’ll Need

Before you begin, make sure you have the following:

1. Gravity Forms Plugin: Installed and activated on your WordPress website.
2. Campaign Monitor Account: Set up and ready to go.
3. Gravity Forms Campaign Monitor Addon: This can be downloaded from the Gravity Forms website.

Step-by-Step Guide to Integrating Gravity Forms with Campaign Monitor

Step 1: Install the Gravity Forms Campaign Monitor Addon

The first step is to install and activate the Campaign Monitor Addon on your WordPress site.

1. Download the Addon: You can download the Campaign Monitor Addon from the Gravity Forms website if you haven’t already.
2. Upload the Addon: In your WordPress dashboard, go to Forms > Add-Ons, search for Campaign Monitor, and install it.
3. Activate the Addon: Once installed, activate the addon to enable its features.

Step 2: Connect Gravity Forms to Your Campaign Monitor Account

Now, you’ll need to link your Campaign Monitor account to Gravity Forms.

1. Go to Gravity Forms Settings: In your WordPress dashboard, navigate to Forms > Settings.
2. Click on Campaign Monitor: You’ll find it listed in the settings section.
3. Authenticate Your Account: To connect your Campaign Monitor account, you’ll need to enter your API Key. Here’s how:
   • Log in to your Campaign Monitor account.
   • Go to Account Settings > API Keys.
   • Generate a new API key if you don’t have one already.
   • Copy the API key and paste it into the Campaign Monitor Settings page in Gravity Forms.

Step 3: Create a New Form or Edit an Existing Form

Once the integration is set up, you can begin associating Gravity Forms with Campaign Monitor.

1. Create a New Form: Navigate to Forms > New Form and create the form you want to use to capture leads.
2. Edit an Existing Form: Alternatively, you can edit an existing form by going to Forms > All Forms and clicking on the form you want to modify.

Step 4: Set Up the Campaign Monitor Feed

After creating or editing the form, you’ll need to set up the feed to send submissions directly to Campaign Monitor.

1. Go to Form Settings: In the form editor, click on Settings > Campaign Monitor.
2. Create a New Feed: Click on Add New to create a new feed.
3. Select a List: Choose the Campaign Monitor list where you want the form submissions to be added.
4. Map Fields: Map the fields from your Gravity Form to the corresponding fields in Campaign Monitor (e.g., name, email, phone number). This ensures that the data collected through your form is added correctly to your Campaign Monitor list.
5. Configure Additional Settings: You can configure additional settings like adding a tag or custom field to help with segmentation in Campaign Monitor.

Step 5: Test the Integration

Before going live with the form, it’s crucial to test the integration.

1. Submit a Test Entry: Go to your website and submit a test entry through the form.
2. Check Campaign Monitor: Log into your Campaign Monitor account and verify that the submission appears in the selected list.
3. Ensure Accuracy: Make sure that the fields are mapped correctly and that all the data shows up as expected.

Step 6: Start Using Your Integrated Form

Once everything is set up and tested, you can start collecting leads through your Gravity Forms and have them automatically added to your Campaign Monitor lists. From there, you can set up automated email campaigns, segment your audience, and improve your email marketing strategy.

Additional Tips for Maximizing the Integration

• Segment Your Audience: Consider creating multiple lists or using tags to segment your audience based on the forms they submit. This allows you to send more targeted and relevant email campaigns.
• Automate Campaigns: Once you have your leads in Campaign Monitor, you can set up automated email series to engage them over time.
• Monitor Your Results: Regularly check the performance of your email campaigns in Campaign Monitor to see how your leads are interacting with your content.