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How to connect Leadpages with Velocify Direct Mail Warehouse

Connect Leadpages to Velocify Direct Mail Warehouse with LeadsBridge

Leadpages » Velocify Direct Mail Warehouse

In this article, you'll learn how to set up the bridge and connect Leadpages to Velocify Direct Mail Warehouse 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 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Leadpages as the source for your bridge
  4. Choose Velocify Direct Mail Warehouse as the destination
  5. Click on the Next button

Step 2: Setup your Leadpages source

You may send lead's information from Leadpages to LeadsBridge through the Email Importer feature.

Copy the Email Address that you see in this step and set this endpoint as the data receiver inside your Leadpages settings.

How to setup the webhook on Leadpages

  • Head over to Leadpages "Account Settings » Lead Notifications" section
  • Add a new "Lead Notifications" email address
  • Insert the unique email provided by LeadsBridge under "Add another email" type box
  • Once this is done, Leadpages will send a confirmation email
  • Go back to LeadsBridge and click on "Click Here To Open Link" so you may confirm the email.
This is a very important step!
  • Go to your integrations page inside Leadpages and check the email status, it should say Confirmed

  • Inside LeadPages, head over to the form you’d like to use as a source
  • Go to Edit Your Form and add the integration to the form
  • Select the unique email from LeadsBridge

  • Now head back to LeadsBridge and click on "Recognize Other Fields" button
  • Once it says "Waiting for a New Lead" you may go to where your form is
  • View your form as a Lead, this means clicking on the "View" eye inside Leadpages or going to the page where it’s Published
  • Fill in information for a test lead and submit it
  • Go back to LeadsBridge and you’ll see the fields show up on the source step
  • You may now continue with the Destination set up and Fields Matching

Before proceeding

One last thing before proceeding to the next step is to send a test lead from Leadpages. This will allow us to recognize the attributes you'd like to pass along and offer them as presets in the next steps of the setup.

  1. Please make sure the LeadsBridge screen is saying "Waiting for New Lead...", it means that we're ready to receive your test data
  2. Go to Leadpages
  3. Submit a test lead
  4. Once done go back to LeadsBridge and verify that your test was sent successfully
  5. You should see the information processed correctly by the app
  6. Click on the Next button

Step 3: Setup your Velocify Direct Mail Warehouse destination

  1. Type in the integration's name in the dedicated field
  2. Enter Username and Password to connect Velocify Direct Mail Warehouse with LeadsBridge
  3. Click on the Next button
  4. You'll now be able to select the destination segment to send your leads to
  5. 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
  6. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on Velocify Direct Mail Warehouse.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the Velocify Direct Mail Warehouse fields available
  • Match the information you wish to pass along from Leadpages
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

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 Leadpages to Velocify Direct Mail Warehouse with LeadsBridge, do not hesitate to contact our Support!