In this tutorial, learn how to integrate with Ontraport autoresponder service using PayKickstart’s API integration.
Step 1: Log into your PayKickstart App
Step 2: In your Vendor Dashboard, click the dropdown box at the top, right-hand portion of your page where your name and profile image is located. In the dropdown, select ‘Integrations’.
First, you’ll need to integrate on your main integration page.
Step 3: Click on ‘Email’ at the top of this page.
Step 4: Click ‘Add Email Integration’.
Step 5: Choose ‘Ontraport’ on the dropdown menu for ‘Email Services Available’.
Step 6: Enter your Ontraport account name, APP ID, and API Key and click ‘Connect’. To find the APP ID and API key, follow these steps:
- Use of the Forms API requires an API App ID and API Key. These can be generated within your ONTRAPORT account by going to Account > ONTRAPORT API Instructions and Key Manager.
- Also, be sure to select the appropriate permissions for the key you are about to generate (for example, if a key does not have “add” permissions selected, it will not be able to be used to add type requests.)
Note that if you have not done so already, you will need to submit a request for access to the API. Once access is granted, you can generate as many API App ID/API Key combinations as you want. For more information on how to generate a key or how to request access, please view their Knowledgebase article.
Step 7: To Edit your product, Click Campaigns > Campaigns. From here, you will see your campaigns. Click the “Products” dropdown and locate your product that you want to integrate with Ontraport.
Click the “Edit” icon to edit that product.
Note: if you don’t have a product added to PayKickstart yet, follow these steps.
Step 8: On the Edit Product page, scroll down to locate “Integrations”.
Click Integrations, and from here locate “Email Integration”.
Step 9: Click “Email Service” dropdown and locate “Ontraport”.
After connecting here, it will load the account(s) that you created on Step #5 above. Select the Account.
Then, it will load the lists that you have set up inside of your Ontraport account. Choose the correct list.
After you’re finished, be sure to SAVE your changes.
Now, when a customer purchases that product, they will automatically be added to the Ontraport list that you chose.
Note: You can also add subscribers to a list upon Failed Transactions, if you wish to follow up with them individually.