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!

 

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.

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!