Tutorial: Setting Up Events, Automations, and Data Mapping in ConvertPods Integrations
Introduction
ConvertPods, you can enhance your user engagement and marketing strategies by utilizing integrations like ActiveCampaign, Mailchimp, and others. This tutorial will guide you through adding events, setting up automations, and mapping data for various integrations, providing insights into all possible events and actions.
Step 1: Accessing Integrations
Log into your ConvertPods account.
Select the Pod you wish to configure.
Navigate to the ‘Integrations’ tab.
Step 2: Selecting Your Integration Account
Choose your integration service (e.g., ActiveCampaign).
Select the specific account you want to configure (e.g., “Main Account” or “Test Account”).
Step 3: Setting Up Event Triggers
Under ‘IF’, choose the event trigger for your automation. Options include:
Registered to PodSpace: Triggers when a user registers for your PodSpace.
Attended PodSpace: Activates when a user attends the live session.
Watched PodSpace Replay: Triggers when someone watches the replay.
Clicked Offer Button: Activates when a user clicks an offer button.
Did Not Click Offer Button: Triggers if a user does not click the offer button.
Purchased PodSpace Offer: Activates when a user purchases an offer.
Missed PodSpace: Triggers if a user misses the live PodSpace.
Joined PodSpace After: Activates if a user joins the PodSpace after a specified time.
Stayed on PodSpace At Least: Triggers if a user stays on the PodSpace for a minimum set time.
Left PodSpace Before: Activates if a user leaves the PodSpace before a certain time.
Participated on Chat: Triggers when a user participates in the PodSpace chat.
Responded to Any Poll: Activates when a user responds to any poll.
Step 4: Setting Up Event Actions
Under ‘THEN’, select the action to be taken when the event is triggered. Options include:
Add to List: Adds the user to a specified list in your CRM or email tool.
Remove from List: Removes the user from a specified list.
Add Tag: Tags the user for segmentation and targeted campaigns.
Remove Tag: Removes a specific tag from the user.
Step 5: Specifying Additional Parameters
Depending on the event trigger chosen, specify additional parameters like Video Variation, Registration Widget, Offer, or Time.
These parameters help in further segmenting and targeting your actions.
Step 6: Custom Field Mapping
Under the Custom Fields section, you can map specific PodSpace data to corresponding fields in your integration tool.
Select the PodSpace data point (e.g., PodSpace Title, Time, URL) and map it to a field in your integration (e.g., PodURL in ActiveCampaign).
This step is crucial for personalizing your communications and tracking specific user actions.
Step 7: Saving and Testing
Once you have configured the events, actions, and mappings, save your settings.
Test the integration by triggering the event (e.g., registering for a PodSpace) and ensuring the action occurs (e.g., the user is added to a list in ActiveCampaign).
Conclusion
By following these steps, you can effectively set up and utilize the powerful integration features in ConvertPods. This setup enables you to create targeted and personalized user experiences, enhancing engagement and conversion rates. Regularly review and adjust your integrations and automations to align them with your evolving marketing strategies and user behaviors.