Introduction
Connecting Campaign Monitor with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs and content. Through this integration, email templates in Chamaileon will be directly linked to a Campaign Monitor campaign or template.
Each time you update the design or content in Chamaileon and press the Sync button, the campaign or template will automatically update in Campaign Monitor. This guide will walk you through the integration process step-by-step, covering everything you need to know to get started.
Prerequisites
Before you begin the process, make sure you have:
An active Chamaileon account with Administrator or Content Manager access.
Access to your Campaign Monitor account with the necessary permissions (e.g., Admin access) to obtain client ID.
Step-by-Step Integration Setup Process
Step 1: Access Integration Settings in Chamaileon
Log in to your Chamaileon account.
Navigate to the Workspace settings and select the "Integrations" tab.
Choose "Campaign Monitor" from the list of available integrations.
Step 2: Authorize Campaign Monitor with Chamaileon
Create a new Variation for this integration. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple Campaign Monitor accounts if needed.
Name the integration variation.
Obtain Client ID from Campaign Monitor, paste it, and click "Auth."
Follow the on-screen instructions to connect with your Campaign Monitor account. The authorization works through OAuth 2.0, ensuring secure access.
Data Sync Details
The integration will sync the following data between Chamaileon and Campaign Monitor. Data with an asterisk is mandatory for successful sync.
Email Campaign design + content
Subject*
Preview text
From name*
From email*
Reply-to*
Email list*
Testing the Integration
To test the integration, try syncing a sample email template from Chamaileon to Campaign Monitor.
Check your Campaign Monitor account to verify that the campaign or template has been successfully imported.
If the export is successful, you’re all set!
Handling API Limits and Security Considerations
API Limits: Campaign Monitor may impose API call limits. Refer to Campaign Monitor’s documentation to ensure you stay within these limits.
Security: The integration uses OAuth 2.0, making it secure. You don't need to handle API keys directly, but always ensure your account access is secure.
Troubleshooting and Known Limitations
Common Issues:
If the connection fails, double-check your Campaign Monitor account permissions and ensure you have the correct access level for integration.
Known Limitations:
This integration supports syncing only email templates and campaigns.
Supported file types and character limits depend on Campaign Monitor’s specifications.
Notifications: Chamaileon will notify you if there are any integration issues, such as failed syncs.
Disconnecting or Removing the Integration
To safely disconnect or remove the Campaign Monitor integration, go to the “Integrations” section in Chamaileon Workspace settings.
Click on the Campaign Monitor card, select the desired variation, and click the red "Delete Variation" button.
Remember to remove access/authorization in Campaign Monitor as well.
Sync Email Designs with Campaign Monitor
From the email dashboard, click the "Sync" button in the email's menu.
Choose "Campaign Monitor" from the options list.
With the Campaign Monitor integration, you can sync email designs as a campaign or as a template. Choose the option that suits your needs.
Don't forget to add a subject line, preview text, and tweak additional email settings before clicking "Sync."
Attention!
Avoid editing the code directly in Campaign Monitor, as its editor might alter the email HTML code, potentially causing size and rendering issues. For any changes, use Chamaileon’s visual editor interface and the Sync button.
Syncing one template to multiple Campaign Monitor accounts is possible using Integration Variations, so refrain from manually copying and pasting HTML to maintain optimal email integrity.
Conclusion
You have now successfully integrated Campaign Monitor with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.