How to Set up Custom Integration

  • Lesson 2 of 5
  • 05:16 min

In This Lesson You Will Learn

Why is having an integration important.

How do Sleeknote customers use custom integration.

How to set up custom integration.

What can you do with custom integration.

How to Set up Custom Integration

When launching your lead collecting campaign it is important to make sure you have set up some type of integration.

Why is that? Email integration allows you to synchronize your collected data from your campaign and your email system. This gives you the benefit of automation.

There are many email integration systems that Sleeknote collaborates with. I have already made a separate video on those. In this lesson, we will take a closer look at how to set up a custom integration.

The Basis of Custom Integration

Custom integration allows you to get signups into your system even though we don’t have a direct integration. Some of the most common integrations our clients use are, for example, Klaviyo, Click Dimensions, Eloqua and Lead Score App.

Selecting custom integration takes place under integrating with your favorite email software in our editor. In the setting up process, you will need to define what exact data you want Sleeknote to send to which system.

Setting up Custom Integration

In order to give you the best guide through this, I will do a walkthrough with integrating Klaviyo to a Sleeknote campaign.

First, you need to choose or create a campaign in our Sleeknote editor. On the settings page go to “integrate with your favorite email software” and choose custom integration.

Next, we will leave the Sleeknote page for a bit and go to Klaviyo. Under Lists and Segments, choose the list you want to attach to your campaign. As my campaign is aiming to collect information for leads to further send them a newsletter, I have named my list Newsletter.

Click on subscribe & preference pages and then subscribe. This opens the visualization of the form. It is very important that the fields in the Klaviyo form and your Sleeknote campaign match. In this instance,  the form in Klaviyo has two name fields, whereas we only have one in Sleeknote.

We simply delete one of the fields in the Klaviyo form and continue our integration journey. Above the form is a link with a URL, copy this and open it in a new window.

This opens the form and we can interact with it. Now things will get a bit nerdy.

Open the console, go under network and make sure preserve log is checked. Here you will be able to see all the actions that are running if you start interacting with the page. Next, fill out the fields in the form and press the call-to-action button.

If everything is done properly, the network will show you the activity. Try to search for the action in the list, which in this case should start with the word subscribe.

Under headers look for request URL and the request method. This is information that we will have to copy to the settings back in our Sleeknote editor.

When you continue to mapping under the condition, Sleeknote will ask you to fill up your campaign fields. These can be found in the console again, at the bottom under headers.

Yes, it is exactly that long code with a bunch of letters and numbers. You can see which one connects to the email field and which one to the name field, so simply copy the right matches to the Sleeknote editor.

We are almost done I promise! The last step is to copy the data token from the console to your Sleeknote campaign. It is located above the two other data fields. The copied value should be entered under mapping custom fields.

Now you are completely ready to save your integration! I know it has been a complicated and nerdy process, but hey… we made it!

The Bigger Picture of Custom Integration

The names and the amount of these fields vary from programme to programme. Some of them for instance, account tokens some of them list ids and so on.

You are of course not bound to collecting only information regarding the name and email of your leads. It is completely up to you which fields you would like your campaign to contain. Simply remember to make sure that both forms contain all the fields you need and make sure you enter all of the values to the Sleeknote editor.

Conclusion

Having an integration set up with your campaign will be highly beneficial for your campaign. Why is that again? One word – AUTOMATION.

You can, of course, choose one of the systems we work with, however, if your company doesn’t work with any of those, or you are looking for a more advanced data collection, custom integration is just the thing for you!

With custom integration, you are in charge of choosing which specific data you want to transfer with each signup. This way you are not tied to the simple fields of name and email address, you can collect data on pretty much anything you need from the gender to the customerid and much more.

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