Head over to the left sidebar and click on the
Create new Bridge
green button
You'll be taken to the first step of the bridge creation
Step 1: Choose the apps you want to connect
Choose Mixpanel as the source for your bridge
Choose Welcome Email as the destination for your bridge
Click on the Continue button
At this point you can choose a name for your bridge (this will only be visible inside LeadsBridge and you can also edit it later)
Step 2: Configure your Mixpanel with Welcome Email
Step 2.A: Setup your Mixpanel integration
Click on Connect Mixpanel
Click on Create new integration to connect your Mixpanel (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Mixpanel integration
Fill API Secret, Access Token field to connect Mixpanel with LeadsBridge
Click on the Authorize button
You can choose a name for this Mixpanel and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Mixpanel is connected, you can continue with the set-up of your bridge
Step 2.B: Configuration details for Mixpanel
How to get API Secret, Access Token
To find the API Secret and Access Token you need to follow these steps: 1. Click the Settings gear in the upper right-hand corner of your Mixpanel project 2. Select Project settings to see your project token for the project you’re currently viewing 3. All management options and project access keys are available in the main Overview tab 4. Copy/Paste these values into the Integration's fields
Each Mixpanel account could contain multiple Projects.
Each project has its unique routing number, which we call a specific project token. Whenever you want to send data to a specific project, you'll need to specify the project token, so we know where to insert the data.
To integrate with Mixpanel as a Source you should also insert the Webhook URL provided by LeadsBridge inside your Mixpanel account.
Check the following documentation for further information:
( Learn more)
Step 2.C: Setup your Welcome Email integration
Click on Connect Welcome Email
Click on Create new integration to connect your Welcome Email (or select an existing one from the dropdown if you already connected it)
A popup wil be opened where you can authorize the Welcome Email integration
Fill Sender Email field to connect Welcome Email with LeadsBridge
Click on the Authorize button
You can choose a name for this Welcome Email and LeadsBridge integration (you can also edit it later)
Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
Now that your Welcome Email is connected, you can continue with the set-up of your bridge
Step 2.D: Configuration details for Welcome Email
Other Info
The Welcome Email integration sends an email to the lead, immediately after they register in the source form connected to your bridge.
From: the email sender. From Alias: the alias for the email sender. Reply-To: the email where you'd like to receive the leads' reply. Cc Receivers: include other email addresses to receive a copy of the email. Bcc Receivers: include hidden email addresses to receive a copy.
Step 2.E: Email Receipt (Optional)
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
Step 3: Fields Mapping
Here you'll be able to map your Mixpanel information with your Welcome Email fields.
You will have Welcome Email fields on the left. Match the information you wish to pass align from Mixpanel
Based on Welcome Email functionality, some fields might be required; if this is the case, you can identify those fields with a * (star), so be sure to map all them
You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
You may leave blank the box of a field's information you don't want to send through. Clicking on the Show unmapped fields button you will have visibility on all the available fields still not mapped
Step 3.A: Leads Filter (Optional)
If you'd like you could add a filter for incoming leads. This filter will sync only leads that meet the configured conditions
Click on the link Add Filter for Incoming Leads on the top left
A popup wil be opened where you can configure the filter
You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
Once finished, click the Save Changes button to switch back to the Fields Mapping to continue with the bridge configuration
Step 3.B Test Connection (Optional)
Once you’ve mapped all the fields that you need, if available, you can run a test of your connection by clicking on the Test Connection button.
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