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Campaign Monitor - Create PDF, Word, Excel Documents
Campaign Monitor can be connected with Documentero to automatically generate documents whenever new subscribers join your mailing lists. By using integration tools like Make, Zapier, or the API, you can pull subscriber data from Campaign Monitor and place it into custom templates. This makes it easy to create personalized PDFs, Word files, or Excel reports that are ready to share or store.
Campaign Monitor
Documentero
Triggers
Watch Subscribers — Watches for new subscribers in a selected list.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from Campaign Monitor using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from Campaign Monitor using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate PDF welcome letters for new Campaign Monitor subscribers
Create Excel reports from Campaign Monitor subscriber lists using Documentero
Export Campaign Monitor subscriber data into Word documents
Generate personalized certificates for Campaign Monitor mailing list signups
Produce PDF event invitations when subscribers join specific Campaign Monitor lists
Create detailed subscriber history reports from Campaign Monitor in .docx format
Export Campaign Monitor subscriber activity into Documentero templates for record keeping
Automatically generate onboarding documents for Campaign Monitor subscribers
Create branded newsletters as PDF files from Campaign Monitor subscriber data
Export Campaign Monitor list growth statistics into Excel files with Documentero
How you can use Campaign Monitor + Documentero
Welcome Packets
Automatically generate a personalized PDF welcome packet for each new Campaign Monitor subscriber using Documentero templates.
Subscriber Reports
Create weekly Excel reports from Campaign Monitor subscriber data and export them as .xlsx files through Documentero.
Event Invitations
When someone subscribes to an event list in Campaign Monitor, generate a custom invitation letter in .docx format with Documentero.
Membership Certificates
Issue a personalized membership certificate PDF whenever a new subscriber joins a specific Campaign Monitor list.
Data Archiving
Export subscriber details from Campaign Monitor into a standardized .docx or .pdf archive created through Documentero.
Setup Guides
Zapier Tutorial: Integrate Campaign Monitor with Documentero
- Create a new Zap in Zapier.
- Add Campaign Monitor to the zap and choose one of the triggers (Watch Subscribers). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Campaign Monitor trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate Campaign Monitor with Documentero
- Create a new scenario in Make.
- Add Campaign Monitor to the scenario and choose one of the triggers (Watch Subscribers). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the Campaign Monitor trigger.
- Run or schedule your scenario and verify the output.
