If you set up an API connection between your Thrive Themes and your Campaign Monitor account, you will be able to use both of the services offered at the same time.
This means that you will have the possibility to connect one of the Lead Generation elements you added to your page with Thrive Architect, or one of your opt-in forms created with Thrive Leads, with the email marketing services of Campaign Monitor.
This way the users who will subscribe through the respective Lead Generation element, or Thrive Leads opt-in form, will be added to the mailing list of your choice from your Campaign Monitor account.
Here are the steps you need to take in order to achieve that:
How to set up the connection
First, you will need to create/to set up the API connection between Campaign Monitor and Thrive Themes. For this you will need an API key from your Campaign Monitor account. After you get the API key, you will have to insert it to your Thrive Themes Dashboard.
Get the API key from Campaign Monitor
Log in to your Campaign Monitor account and click on your profile (name or photo/avatar) from the upper right corner of your page:
This will open the drop down with various options for your profile. Click on “Account settings” from the drop down:
Then, look for the “API keys” section from the “Account settings” page and click on it:
The page where you can manage your API keys will open. Click on the “Show API key” option from it:
Before the key is displayed a pop-up window will open prompting you to login, aka enter your password again. This is needed in order to verify the request, before retrieving your API key; so enter your password in order to go on:
Once you have done that, the API key will be displayed on the page. You will need to copy this key:
Add the key to your Thrive dashboard & create the connection
After you have the API key, you will need to use it to create the Campaign Monitor API connection in your Thrive dashboard.
Go to your WordPress admin dashboard and select the “Thrive Dashboard” from the left sidebar to access it:
Scroll down a bit until you see the “API Connections” card and click on the “Manage Connections” button from it:
The “Active Connections” page will open, where you can see every API connection that you have set up so far, and you can also add new connections. Look for the “Add new Connection” option from the page and when you have found it, click on it:
Then click on the “Select an app” section to open its drop down:
Look for “Campaign Monitor” in the drop down that opens. You can either start typing "Campaign Monitor" or scroll down until you see it:
After you have found it, click on it and the Campaign Monitor connection card will open:
Now, you will have to paste the API key you have previously copied, from your Campaign Monitor account, into the “API key” field here in the Campaign Monitor connection card:
There is one more additional option here: Connecting to the Transactional Email Service. If you use Campaign Monitor to send transactional emails (e.g. asset delivery emails) then this option can come in handy for you.
With this option, besides setting up the API connection (to connect your opt-in forms and Lead Generation elements with your Campaign Monitor account), you will also connect your Thrive Themes account to Campaign Monitor’s Transactional Email Service.
In order to do that, select “Yes” in the second section of the Campaign Monitor connection card and make sure you enter a Campaign Monitor-approved email address in the field below the “Yes/No” field:
After you have completed the necessary information, click on the “Connect” button:
After a few seconds, you will see that your API connection will be ready to use:
How to set use the connection
After you have set up the API connection with Campaign Monitor, it will be available for you when building your website with the Thrive products.
However, in order to actually use it, you will have to connect the Lead Generation elements you have added to your page with Thrive Architect, or your opt-in forms, created with Thrive Leads, to the Campaign Monitor API connection that you have just made.
This way the visitors of your website, who will subscribe through the opt-in forms or “Lead Generation” elements, will be automatically added to one of your mailing lists from Campaign Monitor.
Connect a Thrive Leads opt-in form to Campaign Monitor
Go to your Thrive Leads dashboard and look for the opt-in form type (for e.g. a lightbox), from one of your Lead Groups, that you want to connect to Campaign Monitor.
Once you have found it, click on the "Edit" option of the opt-in form type:
This will open the page with the designs for the opt-in form type. Click on the "Edit Design" option (pencil icon), which is next to the opt-in form:
The page where you can edit the opt-in form will open. Click on the “Lead Generation” element from the opt-in form on the page. This will display the options of the “Lead Generation” element in the left sidebar.
You will see that by default, the “API” option is selected in the “Connection” section of the “Main Options”:
This is the option that needs to be selected in order to connect the “Lead Generation” element (the opt-in form) to Campaign Monitor.
Send leads to
Below the “Connection” section, you will find the “Send leads to” section. The next thing you have to do is to click on the “Add Connection” button from here:
A window will open with two options. Click on the “Choose connection” section/option:
This will open a drop-down list with all the available API connections that you have previously set in your Thrive dashboard. Look for “Campaign Monitor” and when you have found it, click on it to select it:
Set connection details
After you select the API connection, you will also have to set its details. In our case, this means that you need to select which one of your lists should the subscribers of this opt-in form be added to.
This is how the window will look like after you select the Campaign Monitor connection:
In order to choose the list you want subscribers to be added to, click on the field under the “Choose your mailing list” option:
This will open a drop down with the mailing lists that you have set up in Campaign Monitor. Simply click on the list you want to use here and it will be selected.
In case you do not see the list you want, you can also use the “Refresh” option (arrow icon), that is next to the “Mailing list”:
After you have selected the list, click on the “Apply” button to set it to the opt-in form:
In the “Form fields” section you can also set the fields of the “Lead Generation” element, according to what information you would like to get from the subscribers:
By default, the "Email” field is already added to your form. Naturally, it is also set as mandatory, because without this field people will not be able to sign up. Setting the rest of the fields is up to you.
Add new field
If you wish you can add a “Name” or a “Phone” field as well to your element. In order to do that, click on the “Add new” option from this section:
This will open a window where you can add the new field. First choose the “Field Type”, by opening the “Field Type” drop down and selecting either the “Name” or the “Phone” type:
Then, add a “Placeholder” for the new field and select whether you want the field to be required or not. After you are done with setting up the new field, click on the “Apply” button and it will be added to the “Lead Generation” element:
You can edit the fields if you click on the “Edit” option (pencil icon) next to them:
This will open a drop down with the options you have for editing the field. These options are the same ones you have when adding fields:
You can change the placeholder for the field and modify it to be required or not. When you finish editing the field, click on the “Apply” button to apply the changes.
If for some reason you do not need the “Name” or the “Phone” fields anymore, you also have the possibility to delete them by clicking on the little trash icon next to them:
Note: Keep in mind that the “Email” field cannot be deleted because without it people would not be able to subscribe through the “Lead Generation” element, that is inside the opt-in form.
After Successful Submission
Besides setting up the form fields, you can also choose what happens after someone will subscribe. First, click on the field from the “After Successful Submission” section:
This will open the window with the three options you can choose from:
Select the option that you want to use. Then click on the “Apply” button to apply it and complete the other necessary information regarding it.
- Redirect to Custom URL: If you choose this option, you can redirect the user to another page after he/she subscribes through the opt-in form. In order to do this, you will have to enter a custom URL or select one of your pages after you choose this option, in the “Target URL” section:
- Show success notification: This option allows you to add a success notification, that will be displayed after someone will use the opt-in form. All you have to do is to replace the default “Success” text with your own text, after you have chosen this option:
- Switch State: This option is only available if you are customizing the “Lead Generation” element from an opt-in form. If you use this option, you can display a different state of the opt-in form, after someone subscribes. Just open the state drop down from this section and select the state you want to switch to:
After you have finished this step as well, the “Lead Generation” element from your opt-in form will be connected to your Campaign Monitor mailing list.
All you have left to do is to save the page in order to apply the changes to it. Once this is done, whenever someone will subscribe using the opt-in form you have edited, their information will be added to the Campaign Monitor mailing list that you selected.
If you need more information about these steps and how to use the “Lead Generation” element, please check out this tutorial.
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