Are you ready to convert your ConvertKit integration into a direct ConvertKit to Bonjoro integration? Let's get to converting!
You can watch the video below to see a visual walkthrough of the set up. There are written step-by-step instructions listed under the video. Convert on!
How to set up your ConvertKit integration:
Start at on your Automation page, find the ConvertKit icon and click See More.
This will pull up the Connect ConvertKit to Bonjoro page, click Start New Automation.
Select a Service: ConvertKit is going to be your platform you are connecting so click ConvertKit.
Choose a trigger: This will give you three options: New Form Subscriber, New Sequence Subscriber, and Subscriber Tagged. Click the list you would like to connect and then hit Continue. This means anytime someone is added to that list list, their contact information will be pulled over into Bonjoro. **If you would like more than one list selected, simply go through setting up another ConvertKit connection for that list. There is no limit to the number of list you can connect.**
Select an Account: Click Add an Account. This will open another window where you will ask for your ConvertKit API Key. Open your ConvertKit account in another window without exiting out of Bonjoro. Click on your ConvertKit profile and go into your account settings. DO NOT USE THE API KEY LISTED UNDER YOUR COMPANY NAME. Use the Secret API Key, click Show under the Secret API Key. Copy and past that back into the Bonjoro window. Once you have entered, it will disappear and you will see your account listed on the Bonjoro page. Click TEST, if your account was connected correctly the button will turn green with a check mark. Then click SELECT, then continue.
Configure Options: This is where you will choose your form that you want connected. Choose your list and click Continue.
Select a Service: Click Bonjoro and hit Continue.
Choose an Action: Click Create a Bonjoro and hit Continue.
Configure Options: Assignee, if you are the only person on your account this will be your email. If you are a part of a team, you can select the team member you wish to assign the pulled Bonjoros to. Reason, this is the information that will be listed on the contact when it shows up in Bonjoro in your To-Do page. It will be listed under the contacts name. Click Continue once you have completed the two fields. Attributes: You can select which attributes you'd like to pull in with your contact details. More information here.
The Finishing Touches: Time to turn it on! Toggle the gray switch from Off to On. Then click Go to Automations.
You are officially converted! Now go and enjoy Bonjoro!
If you have any issues or feedback, please email us at [email protected]!