Integrating with E-goi

logo-e-goi-horizontal.png

E-goi is a marketing automation platform that helps you capture, automate, communicate, analyze, and generate more sales. You can send your landing page leads straight into your E-goi lists and then send your leads targeted emails, text, social media messages – and more.

All you have to do is connect your page with the email service E-goi, following these simple steps.

While in the Landing Pages list, click on the name of the desired page and select Integrations -> Form Integrations:

1._How_to_access_the_integration_on_the_page.gif

If you have already connected your E-goi account to Instapage, you will see it here and you can select it. Otherwise, you will see this screen and you can go to the main Integrations Dashboard to connect.

2._No_integration_error.png

On the menu on the left side of the dashboard, click on the name of the workspace you want, Workspace Settings - Integrations.

Looking_for_Egoi.gif

Our direct integration is using the API of E-goi and in order to correctly connect your E-goi account, you need to be the E-goi account owner or a team member/user with API permissions.

Add your API key to connect E-goi to Instapage. You can get it from your Egoi account by clicking on the User Icon - Integrations. Copy the API key.

4.take_api_from_e_goi.gif

Sign in and connect the account. This step is done once per workspace. When you have connected the account, come back to the slideout menu for the page you want to integrate with E-goi and continue with the steps below.

NOTE: Only one account can be connected at a time, even if you have the option of adding more accounts to the list. 

egoi1.png

On the next step, you can choose the list you want to send the leads to and choose if you want to implement Double Opt-In;

step_2_in_e_goi.gif

You can create a list in your E-Goi account by going to Contacts - View All - Create List.

creating_new_list_e_goi.gif

Now, you have to map your Instapage fields to the Egoi fields. After you map all the fields from Instapage, click Continue;

mapping_fields_e_goi.gif

Field mapping is the most important step in the setup process. To ensure your leads are successfully accepted by E-goi, you must adhere to the following mapping logic:

  • Map All Required Fields: Every field marked with an asterisk (*) must be mapped. If a required field is missing, the integration will fail. The 'email' field is strictly required for every submission.
  • Internal Value Matching: If an E-goi field has predefined "internal values" (dropdowns, checkboxes, or radio buttons), your Instapage field must use the exact same options/values, including exact upper and lowercase, spacing, and characters.
  • Type Consistency: We strongly recommend that fields on both sides (Instapage and E-goi) share the same data type (e.g., Text to Text, Number to Number).
  • Instapage multi-selection checkboxes are incompatible with E-goi 'List of entries' fields because Instapage separates multiple values with commas, while E-goi strictly requires semicolons.
  • The [None] Option: Selecting [None] for an Instapage field means that the specific data will not be sent to ActiveCampaign.
  • Auto-Generate Functionality: Using Auto-Generate will automatically create a new text field within your ActiveCampaign list properties to house that specific data.

If you went through all the steps, click on FINISH, and you should see a confirmation message.

Then click on CLOSE.

In order for the changes to save on the page, you still need to update the experience. So after clicking on CLOSE, head back to the first page slide-out to UPDATE the page experience.

 

Updating_page_e_goi.gif

You can check the leads that are received in your E-Goi account by going to Contacts and clicking on the name of the list.

Note: While we try to keep all of our instructional articles that involve third-party services up to date, sometimes they make changes to their platform of which we are not aware, and, as a consequence, the user interface may differ from the provided screenshots.

Important Notes:

- The integration only works on the live URL. It can not be tested on the preview mode. When testing on the live URL, make sure that your browser is not displaying an older cached version.

- Make sure to test the integration with different addresses because if you submit the form multiple times with the same email address the integration will flag the email as spam.

- Always test your integration with real email addresses as some systems recognize fake emails.  

- All fields need to have a label/name in order for the integration to work. Please do not leave the label empty or with just space characters. You can pick the 'hide label' option for some field types.