Integrate Campaign Monitor
Learn how to activate your Campaign Monitor account as a connection to aggregate all of your personal or business contacts in one place. This feature allows both Neat and Campaign Monitor to work hand in hand with your contacts.
Please Note: For the following you will need to be logged in to the Neat web app.
FAQs
- How can I connect to my Campaign Monitor account?
- How can I send a contact from Neat to Campaign Monitor?
How can I connect to my Campaign Monitor account?
- First click on your name at the top left hand corner. Once you click on your name, select Integrations from the dropdown menu.
- When you are brought to the Choose An Integration page, you will click on Connect in the Campaign Monitor box.
- When you click on Connect, you will have to enter your credentials to log into your Campaign Monitor account. Once your credentials are entered, you will receive a Success message and the box that was previously labeled as Connect will now read as Disconnect.
How can I send a contact from Neat to Campaign Monitor?
Please Note: In order to send a contact to Campaign Monitor, you will need to ceate a subscriber list within Campain Monitor first.
- Click Contacts from your options on the left.
- You can either send one contact at a time by selecting the check box by the individual’s name or you can send multiple contacts at once by selecting the very fist check box next to the word Status.
- Once your check box is selected, click on Send to at the bottom of your screen.
- Click Campaign Monitor from your menu of options after you click on Send To.
- Once you select Campaign Monitor you will receive a Success message at the top of your screen.
