[2.0] Setting up the ConvertKit Integration in bucket.io

[2.0] Setting up the ConvertKit Integration in bucket.io

Before we begin: 

According to ConvertKit, Sequences are self-contained sets of automated emails. They are intended for more automated, evergreen-style content where subscribers can be added to a Sequence and then will go through the Sequence emails in order, starting at the beginning. 

In this process, we’ll cover the how-to add subscribers to specific sequences, add tags and custom fields.

Custom fields are better suited to capture permanent data relative to a contact that is not easily changed. For example, contact's name, email, phone number, birthdate, the answer to a demographic question, and more. 

Tags on the other hand, are generally used for data that can quickly change. They are a great segmentation option but you can't insert the data like you can with a custom field.

STEP # 1: Set up the integration

After completing all steps from the article “Integrating ConvertKit with bucket.io”, click Funnels at the top navigation menu to go back to your list of funnels. From there, locate the Funnel that will be integrated and click Edit (the Edit button is located at the right-hand side of each funnel), represented by a green button with a pen symbol.

  • Click Settings, which would consequently display the settings menu of the Funnel 
  • Click Integrations, which would display all of the available apps to integrate with. 
  • Click the ConvertKit icon, (you might be asked to click the “integrate to funnel” button if it’s the first time on this page). and this will automatically open the Integration form, which is a very user friendly drop-down menu
  • Important! Toggle on the integration at the top-right corner

NOTE: The automatic save function only applies to what is done in the Canvas and Builder, so anything in the Integration Page requires a click to the “Save Changes” button to make sure the set up is saved.

STEP # 2: Let’s set up the integration section-by-section!!

Configure Your Sequences

From the dropdown menu, choose from your existing sequences.

Tag Your Bucket(s)

Here we assign tags for people to be labeled based on the bucket(s) that they land in, for instance:

Bucket 1: Professional > Tag: Prof

Bucket 2: Beginner > Tag: Beg

  1. Click the plus (+) sign next to each bucket which will automatically deploy a drop-down menu next to the bucket.
  2. Choose one of the available tags or type a keyword to locate the desired tag.

Tag Your Questions

We can assign as many tags as we need to. This will help to better organize contacts in Converkit. 

  1. Click the plus (+) sign next to each answer which will automatically create a drop-down menu.
  2. Choose one of the available tags or type a keyword to locate the desired tag.

UTM Parameters

If/when tracking information generated outside of bucket.io - such as source, campaign, affiliate, etc., assign the Custom Fields that will receive the attributes carried by the UTM variable in your funnel’s URL.

Lead Capture Custom Field Mapping

The system automatically links bucket.io contact fields (Name, Phone, Email, etc.) with the ones previously created in ConvertKit, however, if more fields are to be added at the Lead Capture Page, it is important to ensure they all match the respective fields.

Questions Custom Field Mapping

Participant’s answers can also be transferred to ConvertKit rather than tags - for instance, their answer to an open-ended question. Here is where custom fields become handy for questions and answers. 

  1. Click the plus (+) sign next to each question which will automatically create a drop-down menu next to each answer
  2. Choose one of the available fields or type a keyword to locate the desired custom field

Don’t forget to click the Save button.

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