How do I connect Klipfolio and Campaign Monitor?

You can set up a connection between Klipfolio® and your Campaign Monitor data to display your email marketing campaign metrics on a dashboard.

This article includes:

What options do I have for visualizing my Campaign Monitor data?

Create data visualizations based on pre-built options or build your own. The choice is yours!

Pre-built by Klipfolio

In collaboration with industry experts and adhering to current best practices and trends, Klipfolio focuses on getting the most out of your data and presenting it in meaningful, actionable visualizations. Our pre-built content, including pre-built data sources and pre-built Klips can act as a complete solution or as a starting point toward custom building.

  • Campaign Monitor pre-built data sources: Data sources provide the foundation for Klip® building, so we suggest you create a data source as a first step (before building Klips and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Campaign Monitor data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.
  • Campaign Monitor pre-built Klips: Pre-built Klips enable you to quickly set up a dashboard using predefined visualizations that display common key metrics. Pre-built Klips are found in the Klip® Gallery or, for White Label customers, in the Integration Gallery.

Custom-built by you

Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.

  • Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources from the Service Connectors page, accessible from this link or from your list of data sources.
  • Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.

Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Campaign Monitor data in Klipfolio.

How do I connect to Campaign Monitor data in Klipfolio?

To connect your Campaign Monitor data to Klipfolio, you will need your Campaign Monitor API Key.

To get the right data from Campaign Monitor, you use your Campaign Monitor API Key in the queries provided by Klipfolio or in your own query when building data sources.

How do I find my Campaign Monitor API Key?

To find your Campaign Monitor API Key:

  1. Log In to your Campaign Monitor account.
  2. Choose an account.
  3. In the top menu, click Account settings.
  4. In the right navigation menu, click API keys.
  5. Click Show API key.
    Note: You may be asked to verify your login details.
  6. Copy your API Key.

How do I add a Campaign Monitor pre-built data source?

To add a Campaign Monitor pre-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Campaign Monitor from the list.
  2. Select a pre-built data source from the left section of the Pick a Data Request page.
  3. On the Configure Data Source page, enter your Campaign Monitor API Key and select your Client Name from the drop-down list, if applicable.
  4. Click Submit or, if you want to modify the pre-built data request, click Switch to Custom settings.
    Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved.

If you clicked Switch to Custom settings:

  1. On the Configure Data Source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Pick a Data Request page.
  2. Click Submit.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

How do I add Campaign Monitor pre-built Klips?

In the Klip Gallery or, for White Label customers, in the Integration Gallery you can browse individual Campaign Monitor pre-built Klips and add them to your dashboard. You replace the sample data that is included in pre-built Klips with your own Campaign Monitor data by clicking the menu in the Klip and selecting Connect your data.

How do I create a Campaign Monitor custom-built data source?

To create a Campaign Monitor custom-built data source:

  1. Navigate to the Service Connectors page in Klipfolio and choose Campaign Monitor from the list.
  2. On the Pick a Data Request page, click Create a custom Campaign Monitor data source.
  3. Edit the Query URL to return the data you need. Refer to the Campaign Monitor API documentation for details.
  4. Expand Authentication and, at Type, select Basic HTTP Authentication.
  5. At Username, paste your API Key.
  6. At Password, leave the field blank.
  7. Click Submit.

Note: In addition to your unmodelled data source, you can create a modelled version of your data source at this stage. To create a modelled data source, ensure that the checkbox next to Model this data source is selected before clicking Continue.

To learn more about creating a modelled data source, click here.

If you want to edit a data source that you already created, check out How to edit or reconfigure a data source, and get step-by-step instructions.

How do I create a Campaign Monitor data source from scratch?

You can choose to build a data source from scratch. Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:

 Klipfolio API's 101

If you need assistance using APIs, enlist a data analyst or developer.

Refer to the Campaign Monitor API documentation to discover more data requests.

When you are happy with your query, click Submit, and then save and name your new data source. You're now ready to use it to build a Campaign Monitor Klip.

See the reference table below for API related information and sample queries.

API Documentation Campaign Monitor API documentation

Authentication Method

Basic HTTP Authentication
Response Format JSON

Date Format

Many Klips that use Campaign Monitor data need a date range that is dynamic. Learn more here.

Sample Queries

To get a client’s details:

https://api.createsend.com/api/v3.2/clients/<clientid>.json

To get a summary of a specific campaign:

https://api.createsend.com/api/v3.2/campaigns/<campaignid>/summary.json

How do I create a Campaign Monitor custom Klip?

You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!

Related Links

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