Want to connect your favourite email campaign system to your favourite video platform? Well, you are in luck! You can connect Converkit to Bonjoro in a few easy to follow steps. If you are looking to understand what integrations do at a more basic level please check out our integration introduction doc.
All direct Bonjoro integrations have a Trigger, Filter (optional) and Do this step. The trigger step is where you select the service you are connecting with Bonjoro, in this case Convertkit, and where you define the trigger event in Convertkit, e.g. Subscriber tagged. that will cause a contact to be added to your Bonjoro tasklist in the 'Do this' step. For pretty much every one of our direct integrations the thing that is done in the 'Do this' step is to create a task on your list in Bonjoro so you can send a message to the contacts that have hit the trigger action.
Follow the simple steps below to integrate with Converkit.
1. Start at the Integrations tab, and click 'Create new'
2. This will launch the integration editor.
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. Select the trigger you would like to use and click continue. For example, if you select new form subscriber, anytime someone fills out the set up form, their contact information will be pulled over into Bonjoro and a task created to send them a message on your Bonjoro task-list. **If you would like an integration for more than one list, or more than one trigger type, simply go through setting up another ConvertKit integration to do so.**
Select an Account: Click Add an Account. This will open another window where you will ask for your ConvertKit API Secret Key. Open your ConvertKit account in another window or tab 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 paste that back into the Bonjoro window. Once you have entered the key, the pop up will disappear and you will see your account listed on the Bonjoro page. Click TEST, if your account was connected correctly you will see a pop up in the top right corner of your screen confirming this. Then click on the tile that represents your Convertkit account, then click CONTINUE. The continue button will remain greyed out until you select your account. We support adding multiple different Convertkit accounts to an account and this step is necessary to allow users to select from multiple options.
Customise: This is where you will choose the specific form, tag or sequence that you want to power the integration. Choose and click Continue.
Set up filters to only let some contacts through the workflow
See how here
Do This (Action) Step
Select a Service: Click Bonjoro and hit Continue.
Choose an Action: Click Create a Bonjoro and hit Continue.
This is where the bulk of the integration configuration is done. See below for details on each option.
Attributes; You can select which attributes you'd like to pull in from Convertkit about your contact. This lets you quickly and easily add layers of personalisation to the message. More information here. This is optional.
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 video messages to on your task-list. You must select an assignee before you click continue.
Campaign; If your integration is part of a campaign you can select it here. This is optional.
Reason; this is the information that will be listed on the contact when it shows up in Bonjoro in your task-list. It will display under the contacts name so you you can see which integration it belongs to.
Click Continue once you have completed the assignee and reason fields (as a minimum).
Check and Set Live: Hit the 'Set live button and your integration will become active.
You are officially converted! Now go and enjoy Bonjoro!
If you have any issues or feedback, please email us at [email protected]!