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Syncing your Customers To Campaign Monitor

Jon Patch avatar
Written by Jon Patch
Updated this week

Offset's Campaign Monitor integration syncs your entire Customer list from Offset to Campaign Monitor.

By default, unless a subscriber is marked as "Unsubscribed" in Campaign Monitor, they will be "Active" in Campaign Monitor and counted in monthly plans.

Optional Setting For "Inactive" Offset Customers

If you have a large list of "Inactive" customers in Offset, there is an integration setting that will delete those subscribers from Campaign Monitor so they aren't e-mailable or counted in billing for monthly plans. Please reach out to our support team if you would like to activate this.

NOTE: With this setting, deleted subscribers in Campaign Monitor still stay in Campaign Monitor and will be automatically set back to "Active" in Campaign Monitor if they are made "Active" in Offset.

When Customers Unsubscribe From Emails

Customers who unsubscribe from your Campaign Monitor emails will show as "Unsubscribed" in Campaign Monitor, and Offset will update the Marketing Opt-In status of that customer accordingly.

NOTE: If you edit a customer in Offset to indicate they don't want marketing emails, Offset currently does NOT push into Campaign Monitor. However, this information is included in a customer field called marketing_opt_in in Campaign Monitor and can be filtered out when building your segments.

Real-time vs. Manual Syncing

Our Campaign Monitor integration supports some real-time syncing for key customer fields, ensuring your email segments and personalization stay up-to-date without manual effort.

Currently synced in real-time:

  • Email address changes

  • Account status (active/inactive)

  • Last order date

  • Total order count

  • Lifetime value / total order amount

These updates occur automatically whenever relevant customer or order changes are made.

Fields requiring manual sync:

  • All other customer details, such as name, address, phone number, group memberships, and club affiliations.

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