Integration Setup
Last updated
Last updated
Configuring your Keap integration with Emailpref is a straightforward process. Here's how to seamlessly connect your accounts:
1) Navigate to Integrations: Begin by accessing the "Integrations" tab located on the left-hand side of your dashboard. This is where you can manage all your ESP integrations.
2) Add Keap: Click on the "Add Integration" button and select "Keap" from the list of available integrations.
3) Provide Integration Details: You'll be prompted to provide essential integration details: a) Integration Name: Assign a name for this integration to help you identify it easily within your Emailpref account. b) API Key: Retrieve your API key from your Keap account. Copy this information and paste it into the corresponding fields in Emailpref. 4) Confirmation and Action Creation: Once you've filled in all the necessary information, click "Accept." If any information is incorrect, Emailpref will display an error message for correction. When the details are correct, you'll receive a confirmation message, signaling that your integration is successfully set up.
Once your integration is successfully established, Emailpref takes care of two crucial tasks: list retrieval and default action creation. Here's how this process unfolds:
Automatic Tag Fetching: Emailpref promptly fetches all your Tags from Keap and conveniently displays them in the 'Lists' tab. This automation eliminates the need for manual Tag transfers or data management.
Real-time Data Synchronization: Simultaneously, Emailpref creates default actions for lists, which you can readily access in the 'Actions' tab. These default actions are essential for real-time data synchronization, ensuring that your preference pages and Keap Tags remain seamlessly aligned.
By performing these tasks efficiently, Emailpref simplifies the management of your lists and actions.
By following these steps, you'll establish a seamless connection between Emailpref and Keap ensuring efficient data synchronization and enabling users to manage their email preferences effortlessly.
