Hubspot Integration with Evalinator

Hubspot is one of the leading enterprise grade all-in-one marketing automation & CRM tool. It’s a perfect match for Evalinator.

You can turbo charge your Hubspot investment by using Evalinator and building exceptional context into your nurturing flows set up in Hubspot.

Hubspot integration with Evaliantor is very simple. We lay it all out here for you step by step. All you will need is your Hubspot login credentials so you can authorize Evalinator to send contacts to Hubspot.

Step 1: Create one custom contact property for Hubspot Integration

This custom field will tell you that a new contact has come in from Evalinator. Using this field, you can then set up dynamic lists (active lists) in Hubspot and engage with respondents through appropriate email nurturing flows.

Click on contacts:

hubspot-evalinator-integration

Then click  on Edit Properties on the right.

hubspot-evalinator-integration

Then set up a field called “Integration Source“. Make sure that the internal name is “integration_source“. Evalinator will populate this field with the value “Evalinator” when it sends a new contact to Hubspot. Choose the group for this new property as “Contact Information

hubspot-evalinator-integration

On the next page, you can just set the field type as “single line text“, accept the other default values, and click “Create”.

hubspot-evalinator-integration

That’s it! Most of the “doing” is over.

Step 2: Now Authorize Hubspot.

Log on to Evalinator and click on “Manage Profile” on the top.

hubspot-evalinator-integration

Next, scroll down to the “Email Provider or CRM settings”.

hubspot-evalinator-integration

Choose Hubspot from the drop down, and click on “Show Settings“. You will see the “Integration Source” field that you created before.

If you have not created the custom field already, please go ahead and do it now. That’s because during the authorization process, Evalinator will attempt to create a sample contact in Hubspot. And it will fail if the custom property has not been set up.

hubspot-evalinator-integration

Once you click “Authorize Evalinator”, you will redirected to your Hubspot login screen.

hubspot-evalinator-integration

Use the login mechanism you use generally. You will see your Hubspot account and application listed. Please click your application, and then click “Authorize”. If everything goes well, you will see the Confirmation screen from Evalinator.

hubspot-evalinator-integration

Just to make sure, log back into your Hubspot account, and check the list of contacts. You should see a sample Evalinator contact created for you.

hubspot-evalinator-integration

And that’s all! Your Hubspot instance has been integrated with Evalinator. Every time a new respondent takes your assessment, we will send that contact over to Hubspot for you to nurture then as you see appropriate. If a contact already exists in Hubspot, it will not be recreated so you don’t have to worry!

Quick note on GDPR Compliance

If you currently have a process in Hubspot to manage GDPR regulations, then you can easily include Evalinator in it. Compliance is easy. Just log on to Evalinator, and let us know which contact to remove. We’ll keep the aggregated data and summary statistics the same, but enable you to comply with the regulations.

Good luck with your lead generation and customer engagement. For any questions, please get in touch with us.

Please read our guide on improving the effectiveness of sales follow ups.

 

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!

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!