How to Integrate Picreel With Ontraport

 

Connecting Picreel with Ontraport helps keep you updated about your customers and gives you a visual record of every user action.

 

It lets you collect and record every interaction of customers into a customizable and user-friendly database.

 

Benefits of connecting Picreel with Ontraport:

 

1. Get automated features for eCommerce marketing such as payments, cart abandonment, and other notifications

2. Know your customers better with engaging exit popups for your product

3. Customize the layout and design of your popup message without any coding to grab users’ attention

 

To connect Picreel with Ontraport:

 

Step 1: Log in to your Picreel account.

 

Step 2: In the dashboard, go to 'Leads' and click on ‘Mail Apps.

 

Opening Mail Apps from the dashboard

 

Step 3: Select ‘Ontraport’ in the integration and a form field will appear.

 

Opening the Picreel-ontraport integration Window

 

Step 4: Enter your Ontraport App ID and API key.

 

Integrating Ontraport with Picreel

 

Note: You can find these values in your Ontraport account.

 

Step 5: Check ‘Live export after submit’ to save all your leads automatically.

 

To get your Ontraport API key and Ontraport App ID:

 

Step 1: Log in to your Ontraport account.

 

Step 2: Go to the account settings to get your Ontraport App ID and API.

 

Opening Ontraport Account Settings

 

Step 3: Go to ‘Administration' >> 'Ontraport API Instructions' >> 'Key Manager.' Copy the parameters into the Picreel integration window.

 

Copying the APP ID and API key

 

Also, you can set tags to filter the leads.

 

To do that, follow these steps:

 

Step 1: Log in to your Ontraport account.

 

Step 2: Click 'Contact' >> 'Settings.' Under the Settings, go to ‘Manage Tags.’ You can add and delete tags here.

 

Adding a tag

 

Step 3: Copy the title of the tag. Switch to your Picreel account and go to the ‘Leads.

 

Step 4: Choose Ontraport. Select a campaign you wish to filter the leads in the dropdown menu. Then, paste the copied tag name into the tag field.

 

Filtering Leads of a Campaign

 

Step 5: Click ‘Assign’ and ‘Save.

 

You have successfully connected Picreel with Ontraport.

 

 

Was this information helpful?

The page cannot be found

The page you are looking for might have been removed, had its name changed, or is temporarily unavailable. Please make sure you spelled the page name correctly or use the search box.