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How to Connect Omnisend to Interact
How to Connect Omnisend to Interact

This article will describe how to connect your Omnisend account to Interact.

Matthew Clark avatar
Written by Matthew Clark
Updated over a week ago

Steps for this integration:

  1. Find your Omnisend API credentials

  2. Connect Omnisend to your Interact app

  3. Map Interact triggers to Omnisend actions

  4. 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 > Integrations & API > API Keys in the dropdown menu in the top right of the header.

Step 2: In the API Keys section, 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 3: In the next screen, 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.

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: In the Interact app builder left sidebar, under Connect your email list, choose Omnisend from the list of integrations. Note: You must set-up your opt-in form before you can continue to your integration selection.

Step 2: Copy and paste your Omnisend API Key and click Connect API.

Map Interact triggers to Omnisend actions

Step 1: 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. To open the selection of Omnisend actions to select, click on the Add Actions button:

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.

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. Default fields (cannot be changed): Email, First Name, Last Name, Phone Number, Zip Code

Step 2: For all other fields, type a custom property name in the input box that you would like to populate with the form value. Example: mapping Company Name to "company" will populate the value inputted for Company Name into the Omnisend contact data field "company".

Step 3: 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.

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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