Teaming up AEvent with Campaign Monitor will allow you to add a registrant to a Client List when they register.
You will be able to create a Timeline Action to remove a subscriber/registrant from your event using the integration.
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Timeline Actions:  |
Adding your Campaign Monitor Account to AEvent
In order to add your Campaign Monitor Integration, you will need to first:
Navigate to Integrations within AEvent.
Click Add Integration in the top right.
Search and select Campaign Monitor and Add Integration.
Then, name your integration as you see fit, and click 'Add.'
Next, enter your Email and Password for Campaign Monitor and click Continue.
And click on 'Allow Access' on the next Popup.
Once your Campaign Monitor account has been successfully added, you will see its Connected state, and you will be able to click on 'Test.'
A successful connection will yield a positive test result.
Congratulations, your Campaign Monitor account is now successfully connected to AEvent!
Configuring your Campaign Monitor Integration within a Timeline
In order to utilize your Campaign Monitor Integration within AEvent, you need to activate it within the timeline you are working with.
To do this, open the timeline you are working on and go to the Integration settings.
Find, Select, and set your Campaign Monitor Integration as Active.
If you click on the Settings Cog Wheel, you'll see there where you can set up to Add To List On Registration.
You will need to select the check box next to Add To List On Registration to see the Client and List options.
Toggle the Show toggle next to the Custom Fields to use them to connect AEvent to Campaign Monitor.
Once you are done setting up your settings, make sure you click the Update Settings button at the bottom.
That is how to set up Campaign Monitor to capture Registrant info from the registration process.
Creating A Timeline Action With Campaign Monitor
Go to the timeline and day you want to trigger your Action/s. Make sure that the integration you want to use is active on this timeline (see how above ⬆️).
Click on the Create Action button in the top right to get started.
Select the Date and Time that you wish the action to occur
Select the Audience you are targeting
Select your Campaign Monitor Integration
Select the option Remove Subscriber
Then click Create
This is how it will look on your timeline.
How to reconnect your Campaign Monitor Integration
If you are encountering issues with your Campaign Monitor integration, it is possible that your login information has changed from Campaign Monitor, has been reset, or has been closed.
If you click 'Test' and it is NOT successful, first step we recommend is reconnecting your integration.
Click Re-Connect.
Re-login to your Campaign Monitor account.
Click Allow Access when this popup comes up.
Once your Campaign Monitor account has been successfully Re-Connected, you will see its Connected state.
From here, you are able to click on 'Test' to make sure it is connected.
A successful connection will yield a positive test result.
Congratulations, your Campaign Monitor account is now successfully connected to AEvent!
How to remove your Campaign Monitor Integration from AEvent
If you want to remove your Campaign Monitor integration from AEvent:
You need to navigate to Integrations.
Locate your Campaign Monitor integration and click on the Trashcan icon.
You will then be prompted to Confirm the deletion.
⚠️ NOTE: ⚠️
Removing this integration will immediately affect its use with any timelines that it is active in.
If you are experiencing issues with this integration but do not desire to REMOVE it, we recommend reconnecting it instead.
This will allow its configuration to continue as set within your timelines.
🆘 Troubleshooting 🆘
If you have any problems with your integration:
The first thing to do is press the "Test" button on the Integration.
This will confirm if the connection to the integration is valid.
If you continue to have problems, delete and re-add the integration.