March 10, 2016
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://ontraport.com/blog/guides/
To configure Ontraport into your sticky.io CRM instance, you will go to Settings>Providers and under ACTIONS select Add New Provider Profile.Select the type = AutoResponder and select Ontraport from the drop down.Fill out the required parameters which are outlined below and click “Save”.
For more information on this AutoResponder click here https://ontraport.com/
App ID: This will be generated by you through your Ontraport Terminal.
API Key: This will be generated by you through your Ontraport Terminal.
Alias: For internal purposes only. This alias will help you organize your profile among others in your CRM.
*NOTE*- Please keep in mind that we only post customer information along with the product that they purchased. Once the information is posted to Ontraport, you will need to build rules that will feed the customers into particular "lists".