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How to connect ChartMogul with Velocify
ChartMogul / Velocify
Documentation

Connect ChartMogul to Velocify with LeadsBridge

ChartMogul » Velocify

In this article, you'll learn how to set up the bridge and connect ChartMogul to Velocify using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your ChartMogul source

  1. Type in the name you'd like to call your integration
  2. Enter Secret Key and API Token to connect your ChartMogul with LeadsBridge
  3. Find your Account Token and Secret Key in the ChartMogul API Admin page. Click the gear icon that's present in the bottom left of your account. There you will see the API tab with the Account Token and Secret Key. ( OPEN LINK)
  4. Select the segment you'd like to use as the source for your leads
  5. Click on the Next button

Step 3: Setup your Velocify destination

  1. Type in the integration's name in the dedicated field
  2. Enter Client ID and Campaign ID to connect Velocify with LeadsBridge
  3. In order to find the Client ID, you need to have a Posting URL. You can find it following these steps:
    1. Access the Menu page by clicking on your name in the upper right of the header
    2. Under Administration, click on Campaigns
    3. Under the main Manage Campaigns page, select the Delivery Instructions/URL link next to the campaign and copy and paste the highlighted area into an e-mail
    Into the Posting URL, you'll be able to find the Client ID. In order to get the Client ID, just copy the green-highlighted part of your URL that you can find in the image, into the Integration field.

    Please note: requests for a URL can only come from an administrator on the account. If you are a lead provider, please contact the company's administrator.
  4. Campaign ID is a unique identifier associated with each of your campaigns, and they are an easy way for you to reference your campaigns. It's the Campaign ID you would like your leads to import under.

    You may find it by accessing the Lead Sources page, under Administration » Lead Sources. IDs are stated at the most left column of the table.
  5. Click on the Next button
  6. You'll now be able to select the destination segment to send your leads to
  7. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  8. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from ChartMogul to Velocify with LeadsBridge, do not hesitate to contact our Support!