Campaign Monitor Form Builder — Build & Sync

Why build Campaign Monitor forms in ConvertFlow

Campaign Monitor's built-in subscribe forms handle a straightforward opt-in: collect an email, add it to a list. That works until you want the form to qualify someone before it asks for contact details, or route different answers into different lists.

ConvertFlow forms sync into the same Campaign Monitor subscriber record, but add multi-step funnels, conditional paths, custom field values written on every answer, Shopify product recommendations with add-to-cart, and A/B testing with revenue attribution.

The subscribers still live in Campaign Monitor. ConvertFlow is the capture layer in front of it.

1. Connect Campaign Monitor to ConvertFlow

Head to your ConvertFlow website's Integrations area and click to connect with Campaign Monitor.

In Campaign Monitor, go to Account Settings → API Keys to find your Client ID and API key.

Campaign Monitor is one of the few integrations that needs two credentials rather than one. Both are on the same screen — copy each into its own field in ConvertFlow.

Campaign Monitor and ConvertFlow are now connected. ConvertFlow starts pulling in your lists and custom fields, so you can trigger automations and segment subscribers as visitors submit your forms, landing pages and quizzes.

2. If a new list or field doesn't appear, resync

ConvertFlow refreshes the Campaign Monitor integration at least once per day. So if you create a list or custom field in Campaign Monitor and it isn't in ConvertFlow's dropdowns yet, nothing is broken — it just hasn't been fetched.

Click the Resync link next to the Campaign Monitor logo on your Integrations page and ConvertFlow pulls the latest data immediately.

Worth building the habit: create your fields in Campaign Monitor, resync, then build the form. It saves a confusing few minutes hunting for a field you know you created.

3. Add a form to your campaign

Add your Campaign Monitor form to a ConvertFlow landing page, popup or embed. Click to add an element and choose the "form" element type — start from a form template or build from scratch.

4. Toggle the contact fields you want

Select the form element and switch on the contact fields to request. Email address and first name map to Campaign Monitor automatically.

Each field can be edited from the builder panel — placeholder text, label, required state and more.

5. Verify emails and phone numbers

ConvertFlow can check that an entered address exists with its provider before the subscriber reaches Campaign Monitor, which protects your sender reputation and keeps invalid addresses out of your subscriber count. Phone verification formats numbers to the international E.164 standard.

6. Add consent checkboxes

Scroll below the preset contact fields to find compliance checkboxes:

• Privacy consent: link to your privacy policy and terms of service alongside a required checkbox.
• Marketing consent: if your form gates content but also opts the subscriber into ongoing marketing, collect consent for it.
• SMS consent: require consent to SMS marketing with the required disclosures.

7. Add custom fields and map them to Campaign Monitor

By clicking to add a field at the end of the fields list, you can add as many custom fields as you'd like.

When naming the field, select from "Campaign Monitor fields" — a dropdown of the custom fields that already exist in your account. ConvertFlow sends the value collected by this form into that field.

The field needs to exist in Campaign Monitor first — and remember the resync above if you've just created it.

Choose the field type — text, dropdown, radio selection, paragraph or hidden. Dropdown and radio options can carry score values for funnel logic.

8. Map survey and quiz answers to Campaign Monitor

Survey and quiz elements have a "Map to custom field" dropdown, where you select from your Campaign Monitor custom fields. Each answer is written to the subscriber record — which is what makes answer-based segmentation possible.

9. Map ConvertFlow's preset fields to Campaign Monitor

With Campaign Monitor connected, your Integrations page shows a Fields button. Use it to map ConvertFlow's preset contact fields to Campaign Monitor custom fields by entering the field's data name. Email address and first name are already mapped.

10. Style the form to match your brand

In the Design tab, set spacing, field layout, width, fonts, button colour and roundness, field colour and shadows — so the form looks native to your site rather than an embedded Campaign Monitor form.

11. Configure what happens on submit

In the Actions tab, choose what follows submission — redirect to a URL, jump to another funnel step, display a thank-you message, or open a popup.

Alongside the default action, add automations that fire on submit — including which Campaign Monitor list the subscriber joins, so segmentation happens at the moment of capture rather than in a later sync.

Conditional actions let you route by field value, so a high-intent answer joins a different list than a browser.

12. Report on submissions

The funnel breakdown report shows how many people saw, converted and completed the form, where they dropped off, and which answers they selected — with orders, revenue and AOV attributed to each answer.

13. Segment and personalize for Campaign Monitor subscribers

Once answers are landing on Campaign Monitor subscriber records, build segments from those field values and target your campaigns and journeys against them.

ConvertFlow can also read your Campaign Monitor subscriber segments and personalize your website for them — showing an existing subscriber something other than the same signup form.

14. Publish

• On Shopify: publish to a Shopify page in one click.
• On WordPress: add ConvertFlow's snippet once, then target the form to specific posts, pages or categories.
• Anywhere else: Webflow, Squarespace, Wix or any CMS take the same single embed snippet.