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How to connect Qualtrics with MailingBoss

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Connect Qualtrics to MailingBoss with LeadsBridge

Qualtrics » MailingBoss

In this article, you'll learn how to set up the bridge and connect Qualtrics to My CRM Example 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 the Create new Bridge green button
  2. You'll be taken to the first step of the bridge creation

Step 1: Choose the apps you want to connect

  1. Choose Qualtrics as the source for your bridge
  2. Choose MailingBoss as the destination for your bridge
  3. Click on the Continue button
  4. 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 Qualtrics with MailingBoss

Step 2.A: Setup your Qualtrics integration

  1. Click on Connect Qualtrics
  2. Click on Create new integration to connect your Qualtrics (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the Qualtrics integration
  4. Fill URL, API Token field to connect Qualtrics with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this Qualtrics and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your Qualtrics is connected, you can continue with the set-up of your bridge

Step 2.B: Configuration details for Qualtrics

How to get URL, API Token

Copy the complete URL, as shown in the picture, of your Qualtrics account and paste it inside the LeadsBridge integration setup.
To generate your API token head over to your Qualtrics account and click on the silhouette in the top-right corner of your account:
- Select Account Settings.
- Click Qualtrics IDs on the navigation bar.
- In the box labeled API, click Generate Token.

Copy the API Token and paste it inside the LeadsBridge integration. ( Learn more)

Step 2.C: Setup your MailingBoss integration

  1. Click on Connect MailingBoss
  2. Click on Create new integration to connect your MailingBoss (or select an existing one from the dropdown if you already connected it)
  3. A popup wil be opened where you can authorize the MailingBoss integration
  4. Fill HTML form code field to connect MailingBoss with LeadsBridge
  5. Click on the Authorize button
  6. You can choose a name for this MailingBoss and LeadsBridge integration (you can also edit it later)
  7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
  8. Now that your MailingBoss is connected, you can continue with the set-up of your bridge

Step 2.D: Configuration details for MailingBoss

How to get HTML form code

To create the HTML form code follow the steps below:
1. Go to your Lists and click on More info
2. Go to My New List and click on i at the bottom of the area
3. Go to Forms and click on View
4. Copy your HTML form code in the Subscribe form area
5. Paste your HTML form code inside your LeadsBridge MailingBoss integration
For further information watch the video in the following link: ( Learn more)

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 Qualtrics information with your MailingBoss fields.

  1. You will have MailingBoss fields on the left. Match the information you wish to pass align from Qualtrics
  2. Based on MailingBoss 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
  3. You can also use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on.
  4. 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

  1. Click on the link Add Filter for Incoming Leads on the top left
  2. A popup wil be opened where you can configure the filter
  3. You can define a series of condition to filter the leads. The lead will be synced only when all the conditions will be met
  4. 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.

Step 4: Save and Publish

  • Click on the Save and publish button

Congratulations! Now your bridge is up and running

Do you need help?

Here some additional resources: