Blog

Integrations

Integrations available with major email marketing platforms. More being added regularly.

Our list of email marketing integrations is growing steadily. That means Evalinator is a great addition to your marketing toolkit for:

1. Better lead generation

2. Email database building

3. Customer engagement to close revenue

New integrations are being done constantly based on our customers’ requests. So Evalinator customers can use the powerful email capabilities of their marketing automation provider, while still leveraging the unique context building capabilities of Evalinator.

Here is our growing list of marketing and sales automation integrations so far. 

If you would like to use Evalinator and your integration does not appear here, just let us know!

 

Integrating email marketing automation with Evalinator

Your email list is often your only way to communicate with your prospects and customers. And you are probably already using an email providers such as MailChimp or ConvertKit.

Evalinator not only helps build up your list, but also takes your email personalization to a whole new level. And that means more engagement!

evalinator email marketing automation

Evalinator connects with major email marketing platforms such as Active Campaign, Infusionsoft, MailChimp etc., and the list is growing everyday.

Here are some ways you might set up different kinds of emails in your email provider.

  1. Welcome emails: When someone submits responses to your Evalinator and provides their email address, Evalinator submits a validated email address to the specific contact list you designate. That means that you do not have to verify the email address again, and can trigger the welcome email from your systems immediately. Welcome emails can tell customers more about what your assessment is all about, and what to expect in the days and weeks ahead.
  2. Drip Campaigns: Often, experts have already written blogs on the various topics they cover in their Evalinator. These can then be sent as a weekly drip to the respondents. Or you can include them in an existing drip campaign or email course you may have already set up.
  3. Periodic Triggered emails: Your Evalinator is always changing as more people take the assessments. The graphs and charts on you Evalinator refresh themselves automatically. That means that respondents have more insights into benchmark information and their overall rankings as more people respond to your assessment. This also means that you have a treasure trove of statistics at your disposal. Because of this you earn the right to initiate a touch-point with the respondents every time a few more people have responded. You can simply set up an email mentioning the new statistics and trigger the emails to the entire list again.
  4. Goal setting emails: The purpose of your Evalinator is to help people with the hope that they see the value of a relationship with you, and then end up buying the services that you are offering. And to build up that relationship towards that conversion, you will help them achieve their goals. For example, someone who responded to “How good is my SEO program?” may want to improve their website content. This becomes a goal that you work with them on, and such emails can be triggered every time you set up a goal for them, and at regular intervals. Evalinator will tell you when a goal has been updated by your respondents.

We hope this gets you thinking about some common and powerful ways you can leverage your email automation software.

Get started today with Evalinator. We are still in Beta, so submit your request for an invitation here. And to see if you are a fit for Evalinator, assess that for your yourself right here.

See our growing list of integrations here. And if you use a platform that is not listed here, just let us know and we’ll connect it for you!

How to embed your Evalinator on your website

If you have a website, you will most likely want to have users visit your website to interact with the Evalinator.

Doing that is simple. It’s the same as how you will embed a YouTube video into your webpage for example.

All you have to do is to create a new page, and use the following line of HTML.

<iframe src=”your evalinator url here” style=”width:100%; height:3000px;margin:0;” frameborder=”0″></iframe>

This will allow the Evalinator to start showing up on your website, and your users will feel as if they are taking the assessment on your website. Feel free to adjust the height as needed (3000px above may be either too little, or too much, depending on your content).

Now, if you are using a CMS such as WordPress among others, you might already have your theme already set up. That theme will insert headers and footers of your website automatically on the Evalinator page as well. In most cases that is fine, and you should be all good. But for some reason, you may not want your theme headers and footers to show. In that case you will have to create a new page content template that tells your CMS to not load (or override) the default header and footer. Instructions for doing that are best provided by the community of the system you are using.

For example, here’s the “Is Evalinator Right for You?” embedded using the above technique.

Integrating Mailchimp

How to easily integrate Mailchimp with Evalinator

Mailchimp is one of the most popular email marketing automation platforms – a perfect match with Evalinator for those looking to position expertise based services and products. With a free tier available on Mailchimp, you can get started quickly and work your way up to more advanced functionality when you need it.

You can build up your email database and also include exceptional context of your target customers into your nurturing flows and email campaigns set up in Mailchimp.

Integration is simple.

All you need are:

  1. API Key: Mailchimp will create an API key for you. See screenshot below
  2. Data center ID: This is the last 4 letters of the API key…something like “us18” Mailchimp needs it as a separate field so good to keep track of it.
  3. Audience Id: The ID of the list where you want to send new contacts. See screenshot below. Mailchimp is calling lists as Audiences these days so just go with it.

Getting the API key and data center ID:

Mailchimp api key

How to get Audience Id

Click on “Audiences” on the top menu. Then click on the Audience (or list) that you want to use, click on “Settings”, and then go to “Audience name and campaign defaults”. The Audience Id (list ID) will be on the right, in red color font.

 

Now that you have the API Key, the data center id, and the Audience Id (list id), there are just 2 simple data entry steps on Evalinator.

Step 1: Login to Evalinator, and then go the Manage Profile section from the top of the home page. Scroll down to the integrations sections, select “Mailchimp” from the drop down menu, and enter the API key and Datacenter ID from Mailchimp in the input boxes displayed.

Mailchimp Evalinator Settings

 

Step 2: The final step of the integration is from the assessment you have created. Edit your assessment, then scroll down to the integrations section, select Mailchimp, click on “Show Settings”, and then enter the Audience Id / List Id in the input box displayed. Finally, click on “Set as Provider” to make Mailchimp your designated email provider for the assessment.

 

Mailchimp evalinator Assessment setting

 

That’s all! All respondents to your Evalinator will automatically be sent to Mailchimp. Depending on your settings, a second confirmation email may be sent from Mailchimp, although Evalinator has already validated the email addresss by sending the user a confirmation code before accepting the email address.

Good luck. We are here to help you get started so just get in touch!

Integrating ActiveCampaign

How to easily integrate ActiveCampaign with Evalinator

ActiveCampaign is a wonderful email marketing and sales CRM system combined – a perfect match for Evalinator.

You will turbo charge your ActiveCampaign investment by using Evalinator because you can build exceptional context into your nurturing flows set up in ActiveCampaign.

Integration is simple.

You will need:

  1. Account URL: This is for the account that you have with ActiveCampaign.
  2. API Key – The API key will authenticate Evalinator to your account so it can add contacts and assign them to lists.
  3. List Id (optional)– You may want to create a new list of ActiveCampaign to so all your contacts using Evalinator are segmented and separate. This will be useful to generate communications as you work with the Evalinator users on their goals. The list id can be found by clicking on your lists in ActiveCampaign, then clicking on the list name. You will see the “listid” in the URL that shows in the browser. Copy the listid – it should be numeric.

Both the account URL and API key can be found on the Settings -> Developer section of your ActiveCampaign account. See screenshot below. The account name will be of the format: <<account name>>.api-us1.com, or something like that.

Once you have this information, there are 2 simple steps on Evalinator:

Step 1: Login to Evalinator, and then go the Manage Profile section from the top of the home page. Scroll down to the integrations sections, select “ActiveCampaign” from the drop down menu, and enter the account name and API key from ActiveCampaign in the input boxes displayed.

Step 2: The final step of the integration is from the assessment you have created. Edit your assessment, then scroll down to the integrations section, select ActiveCampaign, click on “Show Settings”, and then enter the ListId in the input box displayed. Finally, click on “Set as Provider” to make ActiveCampaign your designated email provider for the assessment.

That’s all! All respondents to your Evalinator will automatically be sent to ActiveCampaign. Depending on your settings, a second confirmation email may be sent from ActiveCampaign, although Evalinator has already validated the email addresss by sending the user a confirmation code before accepting the email address.

Good luck.

 

Integrating ConvertKit

How to integrate Evalinator with ConvertKit

If you use ConvertKit, congratulations! It’s a next generation system that keeps it simple for authors and experts – a perfect match for Evalinator.

Integration is simple.

You will need:

1. API Key – Available from the account menu after you are logged in to ConvertKit

2. Form Id – It’s advisable to create a new form on ConvertKit so all your email addresses from Evalinator are segmented and separate. This will be useful to generate communications as you work with the Evalinator users on their goals. The form id can be found by clicking on your form in ConvertKit, then clicking on the “embed” menu on the top, and then clicking on the “WordPress” tab. Copy the form id from the shortcode displayed.

Here’s the 2-step integration with Evalinator:

  1. Login to Evalinator, and then go the Manage Profile section from the top of the home page. Scroll down to the integrations sections, select “ConvertKit” from the drop down menu, and enter the API key from ConvertKit in the input box displayed.

The final step of the integration is from the assessment you have created. Edit your assessment, then scroll down to the integrations section, select ConvertKit, click on “Show Settings”, and then enter the Form Id in the input box displayed. Finally, click on “Set as Provider” to make ConvertKit your preferred email provider for the assessment.

ConvertKit intgeration form id

That’s all! All respondents to your Evalinator will automatically be sent to ConvertKit. Depending on your settings, a second confirmation email may be sent from ConvertKit, although Evalinator has already validated the email addresss by sending the user a confirmation code before accepting the email address.

Good luck.

Are you ready for Evalinator?

How many times have you been attracted by a shiny new thing, spent days and weeks on it, and then given up because you finally realized it wasn’t right for you, or that you simply weren’t ready to make the best use of it.

We’ve been there.

And we realized that no software can get us to the promised land if we are not ready to leverage it properly. Nothing is as easy as marketing makes it out to be!

So, before you subscribe to Evalinator, we definitely wanted you to find out:

  1. Is Evalinator right for you?
  2. Are you ready to make the best use of Evalinator?

Answering both these questions will help you maximize the return on your investment.

That’s why we created an Evalinator to answer exactly that question for you! If you haven’t already head on over to Is Evalinator Right For You?.

We designed it to rate you on 3 levels:

  • Fits like a glove – go ahead and subscribe, and you will do extremely well.
  • Almost there – take a chance. It will most likely work
  • Not yet! – Don’t subscribe unless you are really, really attracted.

The assessment measures various things such as the availability of content, your database of customers and prospects, your website, your target audience etc.

It also measures your up-sell / cross sell path.

So go ahead and take the assessment. See where you stand. We are rooting for you!

Integrating Constant Contact

How to easily integrate Constant Contact with Evalinator

Constant Contact is an excellent email and online marketing automation platforms – a perfect match with Evalinator for those looking to position expertise based services and products.

With Evalinator, you can build up your email database and also include exceptional context of your target customers into your nurturing flows and email campaigns set up in Constant Contact.

There are 2 simple steps to integrate with Evalinator:

Step 1: Login to Evalinator, and then go the Manage Profile section from the top of the home page. Scroll down to the integrations sections, select “Constant Contact” from the drop down menu. Then ignore the input boxes and directly click on the “Authorize” button.

You will taken to a Constant Contact login screen. Log in here if you are not already logged in.

Next, you will see a screen requesting you to Authorize Evalinator. Of course, you will click on “Allow”.

Upon allowing, Evalinator will be granted access and you will be taken to a web page that tells you to close this new window.

When you get back you may want to click on “Show Settings” button again, and you will see your API Key, access token etc. populated.

Step 2: Set Your list for the assessment

To set your preferred list where you would like contacts (those who respond to your assessment) to be sent, go back to the Evalinator home screen, and click the “Edit” button on your Assessment.

Then scroll down to the “Email Provider or CRM Settings” section. Select Constant Contact from the drop down, and click show settings.

You will see an empty list id and list name fields. Click on the “Get Lists” button. This will show your lists. Select the right list, and click map list.

Constant Contact Map list in Evalinator

 

That’s all!

All respondents to your Evalinator will automatically be sent to Constant Contact. Depending on your settings, a second confirmation email may be sent from Constant Contact, although Evalinator has already validated the email addresss by sending the user a confirmation code before accepting the email address.

Good luck. Let us know if you need any assistance!

Using goal setting for 1-1 engagement

Evalinator gives you a powerful way to engage your customers and prospects 1-1. through personalized benchmarks, goal setting, and tracking.

Sometimes customers know where they are going, and sometimes they don’t. They often need your help to determine their destination and get there.

Increasing use of technology does not mean that we automate everything and act like it is personalized. Customers always know! So customer engagement must include:

  • Empathy
  • Personal attention
  • Context

Evalinator combines the best of both worlds for you. Here are the steps to follow. We also mention when something can be automated, and when you need personal touch.

Step 1: Add relevant segmentation

Common segmentation practices today rely on either static parameters like demographics (title, role etc.), or guesswork such as who opened and clicked on emails.

These are good steps towards personalization but do not take into account the actual goals and aspirations of customers.  In addition, the segmentation is a silo because it does not include how one customer may be performing vs-a-vis their peers. Evalinator helps you with more relevant  and contextual segmentation.

For example, you might want to show that how both sales and marketing leaders think differently about the same question e.g. customer mind share. Similarly, you might want to bring out how different persons within the same demographic may perceive things differently. e.g. clarity of life and career goals, or relationships.

As a coach or consultant, this comparison gives you a powerful way to bring insights to your customers and discuss resolutions. 

Step 2: Engage 1-1 or in a group setting

Once the assessments come back in, then you do the readout in multiple phases. The most common approach is below but you may choose to customize it – do a group session where you show overall scores by the various segments.  A group session allows for personal interaction but still offers economies of scale and time. You could choose to do this in a webinar or email newsletter. See how Evalinator is already helping you with content marketing!

  • Ask everyone to observe how they fare against the benchmark.  Each individual should be looking into their custom assessment results. More often than not, there will be some surprises.
  • Brainstorm on what is good, what is not so good.
  • Discuss both immediate and long term resolutions
  • Request everyone to put in their individual goals and time frames – keep them short in duration (3-5 weeks or less), and measurable.
  • You can also ask everyone to put in something that you deduced – your secret sauce based on your experience!

Step 3: Set up periodic reviews

How many times have you attended the most amazing sessions only to go back to your daily routine and forget all about what you learned.  It is natural and expected. The daily grind and operational pressures cause that to happen to everyone.

For this reason, as a coach or consultant, you want to set up periodic reviews and refresher sessions. It also helps you quantify and demonstrate the value & ROI (Return on Investment) of your engagement . With Evalinator this is easier than ever because you now have something to anchor the discussions.

  • Schedule predefined sessions every 2-4 weeks or so. This will depend on how you charge among other things.
  • Use the assessment results, and goals to guide that discussions
  • Show the progress on goals to keep up motivation.
  • Review important concepts using the questions and rating scales of your assessment as an anchor

Conclusion

Follow these 3 steps for an amazing and updated 1-1 engagement with your clients. Your assessment now allows you to go beyond the static, guessing game of segmentation to factors that really matter.  Now you can truly engage in follow up sessions and coaching without losing context!

Your 10 Step Guide to Going Live!

Congratulations on getting started with Evalinator!

This short guide will help you channel your expertise into a wonderful and evergreen content asset.

 We are laying out 10 steps for you in this guide. Do these systematically, and you will have your target users interacting with your Evalinator quickly. Completing each step will also motivate you to keep making progress!

Here’s to our partnership. We both succeed if the other does!

Step 1: Set up your profile

Grade: Easy

When you log in, your profile is at the top of the screen. You are front and center!  There’s nothing better than logging on to Evalinator, and see yourself smiling back at you! So let’s do that first.

  1. Choose and upload a nice picture you use on your other channels – your website, Twitter, or LinkedIn. You want your face to be the same everywhere so that your users feel a sense of continuity. So try choosing a picture you use often. A smile is proven to build customer engagement, so if you don’t have a smiling picture, it’s time to either ask someone to take it now.  Remember to pick a suitable background.  For most, a plain background is fine, but you can select one based on your area of expertise – at an event, in the gym, in nature etc.
  2. You should already have a profile description of you. We don’t need anything too fancy, just 2-3 sentences should do.  Make sure you put your purpose and your most important credentials first. Something like: ‘An established coach with 15 years of experience. My purpose is to help your unleash your creativity. I have worked with organizations such as …, and helped over … professionals.

Remember: Don’t overthink. Nothing is final. You can come back and change this anytime.  Keep moving.

Step 2: Set up the title and rating scales of your Evalinator

Grade:  Medium

This is a crucial part. Here’s where you take the first attempt at zooming in to the subject matter of your Evalinator. In all probability, you have thought this already, so let’s go.

  1. Choose a title for your Evalinator. This may not be the final title but choosing a title grounds you. It’s like a radar. That’s why purposeful bloggers think of their topic first, and you always set an agenda for your meetings. A title keeps us from rambling. It also sets you up for the next step instead of getting lost with the details. So choose a title that defines your purpose. Don’t worry. This is not the final title. You just want to define what your focus will be. So something like “See how green you are?” is good enough. As you go along, you can always make it fancy like “X steps to a greener you!”, and edit the Evalinator to suit that if need be.
  2. Choose how your audience will rate themselves. Set up tiers or rating scales. Generally, 3 levels are good and practical. The levels are your guide to the questions you will set up. It will keep your questions focused. The tiers you set up will also allow you to write better questions. You can always come back and edit the rating scales. For now, just think about and set up the most logical way you think your Evalinator is going to work.  

Remember: Don’t overthink. Nothing is final. You can come back and change this anytime.  Keep moving.

Step 3: Setup the segmentation profile fields for your Evalinator

Grade:  Medium

Here’s where you’ll setup the basics of your segmentation. This can be fairly easy, but also can get pretty complex. So don’t over-analyze as you get started.

  1. Set up 2 or 3 profile fields. Depending on your business, this is generally something that directly maps to your target audience. For example, how big of a business they are, what stage of maturity they are in, what industry they are in, different titles or designations, etc.
  2. Once you define the profile fields, set up some values for them. Be careful because it easy to get too granular. For example, if one of your fields is the title of the respondent, you should be careful to restrict the selection of value to between 3 – 5 values. Keep them relevant and only include the most important ones. Making the list longer will make it difficult for you. The most important reason is that you will then have to get responses for every profile field value to analyze the data meaningfully and show it to users. Your graphs will always look a little empty. So select the top 3 to 5 values you think are most likely to respond. You can add more later if needed.

Remember: Again, don’t overthink. Nothing is final. You can come back and change this anytime.  Keep moving.  

Step 4a: Pass 1: Setup the questions for your Evalinator

Grade: Difficult

Note: Start this step in this spreadsheet template we have prepared for you.

This step can get a little hairy because this is the meat of your Evalinator. So we will do it in 2 passes. This step might take up 2-3 days.

Some people are too creative for their own good. For example, when we set up the Evalinator “Is Evalinator right for you?” we set up 5 different dimensions of analysis and 6-7 questions under each one of those dimensions. We ended up making it too complicated for our own good. The intent was excellent but we were not ready for the complexity. So after several months of struggling, we finally bit the bullet, and made it a linear assessment with 10 questions. That’s the one you see online now.

In many cases, having multiple dimensions may make sense. For example, as a sales coach you might want to measure content, org structure, and best practices as 3 dimensions. The important thing is to make sure they don’t overlap. So measuring “content”, and “target customers” might result in duplication and confusion because they are linked – content questions will ask about target customers. So just take care of that aspect. Keep the topics independent, and you’ll be good.

To get started, we recommend just creating a simple linear assessment, not a multi-dimensional one.

Also, do not start this online. Access the spreadsheet we have set up for you. Do it there so it’s easy to keep going back and forth between questions.

Under each assessment, set up the questions. What’s a good question? A question should allow you logical followups so you can help your customers and prospects improve. So any topic that is controllable by your customers can be a question. That’s the purpose of Evalinator. Things that your prospects can’t change about themselves should be posed as profile questions.

Each question has a title, and description.  You can use the title field to also denote category of the question. For example “Customer Segmentation” and then use the description field for the question itself.  Play with it, and see what works. That’s why we use a spreadsheet to make this easier.

Under each question, define response options that users will select. The important thing is to have at least as many response options as your rating scales. So that each response option maps to at least one rating scale. It makes scoring the responses much easier for both you and your users. People like simplicity.

Remember: Don’t overthink. Nothing is final. You can come back and change this anytime.  Keep moving. 

Step 4b: Pass 2: Refine the questions for your Evalinator

Grade: Difficult

Sometimes, you need to take a break or pick up a complex topic another day. This is Pass 2. You will review the questions you have set up and adjust them as needed.

Sometimes it also helps to google a bit on your target topic. See what other thought leaders are saying about this topic. It might help to get your thoughts organized. Don’t copy from anyone else of course, just get some inspiration.

Wrap it up. Don’t overthink.

Step 5: Enter your questions in Evalinator

Grade: Easy

Now that you have filled out your spreadsheet, go ahead and input them into the Evalinator.

At this stage, you have material is 2 different places – online and in the spreadsheet. We feel that having only 1 master helps. Follow one of the below approaches, and stick to what you select:

  1. Either discard the spreadsheet and do everything online – because you will want to make many edits and changes. This is optimal, if you have carefully looked over  your questions and are confident that one change will not result in many changes across the other questions.
  2. Or be diligent about making changes to the spreadsheet first, and then transferring them online. This is the best approach when you have cascading changes, i.e. change to one question may make you change other questions. This is especially likely in the first couple of iterations, and when you only set up the questions in a rough manner.

Note: At this point, things can start to get cumbersome. So be systematic, and don’t take shortcuts. You don’t want to keep going back and forth, and changing your questions too much. Think about the changes you are making and why.

Step 6: Add images to the questions in your Evalinator

Grade: Medium

People like relevant visuals. So set up a nice picture for each of your questions.  And also for the background image on the Evalinator and each assessment

  1. Make sure to keep your visuals aligned with what you have used in the past. If you are just starting out, then pick a picture theme that works for you. For example, some people may pick out colorful pictures with people in them, and some might pick out simple ones with one or two words on them. Just remember to keep them uniform, and aligned with your target customers.
  2. Use any of the free or paid image sources online. Make sure they are either royalty free or grant you a license to use the images. One good source is pixabay.com.
  3. We have found that for simple images with words or signs on them, creating them in a simple tool like Canva, or even MS Powerpoint is a fine option. Just make sure you size them properly.
  4. Get creative help if you need it. There are many freelance designers who would do this for you very cheaply with high quality. Look up fiverr.com for inspiration, or tap into your network.  

Step 7: Set up the color scheme for your Evalinator

Grade: Medium

Your Evalinator needs to look nice, and also match with the color scheme of your own website.

  1. If you are a DIYer, then just go ahead and set up the right colors for your Evalinator.
  2. If not, get a freelancer to help you. They might even inspire you to make broader changes so be careful there!

Step 8: Dress rehearsal for your Evalinator

Grade: Easy

It’s time to run though the Evalinator online. Fire up the Evaliantor and go through it as a user would.

  1. Check your landing page content – grammar, brevity, clarity
  2. See if your questions are simple enough. Simplify them and make them crisp. Don’t try to cover ALL possibilities.
  3. Check the descriptions of your rating scales. Keep them punchy. No need to write a big essay here.
  4. Check your color scheme
  5. Review and update the pictures. 

You might also want to get feedback from a real user or two. Send them the link and tell them to take the Evalinator, and see what they think. They will come up with insights you didn’t think of. Just remember to take all feedback with a pinch of salt. You are the best judge of what you are after. Remember Henry Ford, Steve Jobs, Jeff Bezos and others. Believe in your vision.

Step 9: Connect your email provider

Grade: Easy

You will collect email addresses when users take the assessment. So you will want to capture them in your marketing automation provider.

  1. Create a new list to capture these users
  2. Set up this list within your Evalinator settings
  3. Set up a welcome email in your email marketing tool

You can make this more advanced, but this should do for now.

Step 10: Go live!

Grade: Easy

Congrats! You are ready. Embed the Evalinator on your website. And start collecting responses.

  1. Create a new page on your website and use an <iframe> tag to do this.
  2. It’s best to prime the pump. So ask a few trusted users to take it so the Evalinator has some data in it. Make any final changes.
  3. Then send it to the next wave of people.
  4. And then go all out.

At this stage, you are helping your audience tremendously. And you have a content asset that will keep on giving.

Congratulations again!

Remember: Your journey has just started. You have to now compile the insights you gather to engage your customers, and help them set and meet their goals. Review our guide on what to do next.