October 29, 2010 19:15
UPDATED March 1, 2020
To set up an Auto Responder you must first create an account with the Auto Responder that you have selected.Log onto the auto responder website and follow their directions to get the API credentials that you will use to input into the sticky.io CRM platform. For information on how to set that up click here https://kb.icontact.com/hc/en-us
To configure iContact into your sticky.io CRM instance, you will go to Settings>Providers and under ACTIONS select Add New Provider Profile.Select the type = Auto Responder and select iContact from the drop down.Fill out the required parameters which are outlined below and click “Save”.
For more information on this Auto Responder click here www.icontact.com
A pop up will come up asking you for the iContact 2.0 parameters, please be aware that this is case sensitive:
Username – username that you created with iContact API
Password – password that you created
API Id – provided by the email provider
Client Folder Name – obtained from iContact. If your account does not have a Client Folder, just leave this field blank.
Alias – create an alias for internal purposes only. This alias will help you organize among multiple providers in the future, since you may have multiple iContact accounts within our system.
Add the List IDs to your Campaign: When creating or editing your campaign, you will see at the very bottom of the page the option to enable an Auto Responder to your campaign. Once you select an Auto Responder two more fields will appear: Prospect Id and Customer Id, you will enter the List Id’s that were provided to you once your Lists were created in your auto responderterminal.
NOTE: Please note that this is a standard auto responder integration, so only customer and prospect information will be sent such as First Name, Last Name, Email and Phone number