Note: You'll need a quiz to follow these steps.
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Steps for this integration:
Find your Omnisend API credentials
Connect Omnisend to your Interact app
Map Interact triggers to Omnisend actions
Select Omnisend Settings
Map form fields to Omnisend contact fields
Find your Omnisend API credentials
Step 1: Log in to your Omnisend account and navigate to Store Settings.
Step 2: Click on the API section.
Step 3: click Create API Key.
This step can be skipped if you already have a valid API Key, but it is recommended you create one specifically for use with Interact.
Step 4: Type in a name for your API Key, preferably something similar to "Interact".
If you would like to limit permissions, the minimum permissions Interact needs is the "Contacts" permission. Ensure this permission is selected before saving. Click Save.
Once you have named the API KEy click on, Create new API key
Step 4: Now that your API Key has been created, copy your API Key.
You will need this for the next step.
Connect Omnisend to your Interact app
Step 1: Turn on "lead generation" on the Interact app builder left sidebar.
To create your Opt-In Form, select the Contact Field information you would like to collect from your quiz takers
Scroll down to customize your Opt-In Form (The Opt-In Form will appear after your quiz taker answers the last quiz question but before receiving the Quiz Result)
Click "Save & Continue " when finished with your Opt-In Form.
Step 2: Under Connect your email list, choose Omnisend from the list of integrations.
Step 3: Authorize Omnisend to Interact.
Copy and paste your Omnisend API Key and click Connect API.
Step 4: Ensure the connection is successful
Upon entering credentials and allowing access you should get a green "connected account" check mark. This verifies that it has been connected and you can move on to the next step.
Map Interact triggers to Omnisend actions:
Step 1: Under "Results", click the Add Action button.
In the following steps you will have the chance to map a set of Omnisend actions to individual Interact triggers. A trigger can be, for example, when a quiz taker receives a specific quiz result or answers a specific quiz answer.
You will set a Trigger for each Quiz Result.
When a quiz taker takes the quiz and receives the specific Quiz Result this will Trigger the following Actions.
Step 2: In the slideout menu, you will see a list of available actions to run in Omnisend.
The available actions are:
Update Custom Property: Type a Omnisend custom property name in the input box to update the custom property for new contacts with a specific value. The value will auto-populate with the trigger name, but you can customize this with any value you want. Example: For a quiz result trigger, you could type in custom property "quizresult" in the input box and populate the field with the quiz result title for your quiz.
Add Tag to Contact: Choose either to add a tag to the contact with a default value or with a custom value that you provide by selecting from the dropdown.
Step 3: Once finished with one trigger, you can select a different trigger from the left sidebar.
When you have set all triggers that you need for your specific setup, be sure to click Save & Continue.
Step 4: *Optional* you are taken to "Answers".
If desired, repeat steps 1, 2, and 3 to set a Trigger for specific Quiz Answers. When a quiz taker takes the quiz and chooses the specific quiz answer this will Trigger the following Actions. When you have set all the triggers you need for your specific setup, click Save & Continue.
You can also skip this step and click "Save and Continue."
Select Omnisend Settings
Step 1: Select the Checkbox to setup consent settings.
Keep the box unchecked if you do not want these settings to go in effect.
Map form fields to Omnisend contact fields
Step 1: Here you will find an overview of the way your opt-in form fields are connected to Omnisend contact fields.
All fields are list-specific, meaning we list out all connected contact lists and their associated fields. You will map custom fields on a per-list basis. Default fields (cannot be changed): Email, First Name, Last Name, Phone Number, Zip Code
Step 2: When finished with mapping your form fields, be sure to click Save & Continue.
If you find you need to make changes, you may edit the integration settings at any time.
Step 4: Test Integration
Select Test Integration to test your Integration to Aweber. When it is successful, hit Publish on your quiz.
IMPORTANT: If your quiz is already published and embedded, any changes made to the integrations will require you to publish your quiz after changes have been saved.
Frequently Asked Questions
Will existing Omnisend users be updated?
Yes, existing omnisend contacts will be updated with updated field values and be added to new lists.
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