Setup a Campaign Monitor Account
Setting up a new Campaign Monitor account
1. Create the account (Sign Up) with Campaign Monitor
2. Configure the Client Settings
3. Create a new template
- download a template to use as a starter
- notice the image files used for the layout
- create new image files of the same size and same name to replace them
- open the HTML file with tags, replace ABC / widgets etc with new details
(check Title, alt tags and footer in particular)
- save the .html file
- create a new screenshot for the template
- create a zip file all contents
4. Upload the template
- in the CM account, go to Templates and click Upload
- fill in the details to point to the .html file, the zip file and the screenshot
5. Create an Archive Page
- this will display all newsletters sent
- create a page in the website for Newsletter Archive (e.g /admin/newsletters/)
- use Client Settings, Create Newsletter Archive in CM, copy/paste the code onto your WordPress page
6. Create a Confirmation Page for signing up page
- this will be where new subscribers are sent after confirming sign up
- if you are going to use a Verified Opt in, you will also need a Secondary Confirmation Page
7. Create a Subscriber List
8. Create a sign up form and place on their website.
- open the subscriber list
- click the Create a subscribe form
- copy and paste into sidebar Text widget
- set up the Customise the subscribe process for the list
9. Create confirmation emails
- you can use this to point new subscribers to your Newsletter Archive page
- Enter your thank you page URL
10. Send details to client
- they need to confirm their details
- show them how to add subscribers to their list
- show them how to create a campaign
