October 23, 2014
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.
To configure LeadOutPost 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 LeadOutPost from the drop down.Fill out the required parameters which are outlined below and click “Save”.
Now a new window will open up asking you for the following Lead Outpost parameters:
API Key – This is provided by Lead Outpost.
Campaign ID - This is provided by Lead Outpost.
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 Lead Outpost 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.