Video tutorial
Connecting OptiMonk will allow you to automatically synchronize new leads from your website and their basic information, enabling the creation of automations and contact segmentation.
To connect your OptiMonk account with Instasent, you should follow these steps:
1. Connect
When creating a new project, select OptiMonk, or go to Audience > Data Sources and select "OptiMonk."
You will have a preview available that explains everything you can do by connecting the App. Click on "Install OptiMonk."
2. Configure and Tag
You will need to name the connection, specify the default country for the contacts, and the timezone.
Finally, you can tag the contacts imported from this connection:
Click on "Finish."
We will provide you with the information about the Webhook and the necessary format for importing contact data, so you can complete the integration in your OptiMonk account.
At this point, it is important that you pay attention to the format that the data imported from OptiMonk must have, although later you will have this information available. You can import as many contact details as you wish; we recommend at least these details:
Phone number: _phone_mobile
Email: _email
First Name: _first_name
UTM Campaign: _utm_campaign
Contact Lists: _client_lists
Save these values and click on "Finish."
3. Configure OptiMonk
3.1 Create a new campaign
Click on the upper left corner on "Campaigns" and create a new one or edit an existing one, following the usual steps to create your pop-up.
3.2 Add a new integration
Once you have set up the pop-up design, you will need to configure when to show the pop-up and the audience. Once you indicate the desired values (this does not affect integration with Instasent) you must complete the integration:
Click on "Add new integration" and select "Webhook"
Copy the URL we previously provided:
Paste the Webhook and name the integration
Configure the data format with the previously saved values:
3.3 Send additional data:
Recommendations:
Always send a value to _client_lists to identify customers coming from the campaign, e.g., VIP Subscribers > _client_lists. This will generate the List "OptiMonk: VIP Subscribers."
Always send a value to _utm_campaign to know from which specific campaign the customers are coming (since two different campaigns could send contacts to the same List)
You can also use _client_tags to tag customers; these tags can be added separated by commas, e.g., vips, black-friday
Click on "Done" and activate the campaign.
Your leads will be imported in real time and you will have available your Lists
