Connect Konnektive with SegMetrics
SegMetrics gives you the ability to analyze your Konnektive campaign performance and connect it to other data sources.
With that information, you can easily segment that data into your leads, find the automation triggers that convert to customers, understand where your most valuable leads are coming from, and more!
In This Article
- Integration Overview
- How to connect Konnektive to SegMetrics
- How to connect payment information to Konnektive contacts
- How much historical data is synced when you first connect Konnektive to SegMetrics?
- How to build a Report with Konnektive
- Frequently asked questions
SegMetrics imports your contacts, custom fields, tags, orders and more directly from Konnektive. SegMetrics is kept up to date with the most recent information in your Konnektive account, to make sure you always have access to the information you need.
If you have a payment processor that doesn't connect with Konnektive natively, we can connect that information together using the email addresses in Konnektive.
You don't need to import the orders or tag people in a special way: they just need to be in your Konnektive account!
Set up an API User in Konnective
In order to obtain a Konnective API username, you'll first need to create an API user in your Konnective account, if you haven't already:
- Go to Admin | Users and click the green Add User button:
- Create New User:
Username: Desired username for user
Email: Email address for the user
Access Level: Select "API User"
Password: Desired password *NOTE: password must not haver an "&" sign on it
Confirm: Confirm Password
Enter the following IP's to be whitelisted in the "IP Whitelist" box
Connect Konnektive to SegMetrics
Now that you have your API user set up in Konnective, you can go ahead and connect the platform to your SegMetrics account.
- Click on the gear icon in the top right corner and then click "Integrations
- Once you're on the Integrations page, select the CRM list and click on Connect next to Konnektive
- This will open the Activation window, which is where you will be prompted to enter your API key.
- To get your API Key, go to your API Key Page, and paste the key in the activation window.
How much historical data is synced when you first connect Konnektive to SegMetrics?
When you connect a new Konnektive integration, all historical data from your Konnektive account is synced.
Pro Tip: Once Konnektive is connected and actively syncing data, we store the data that's collected in our own database. This allows us to accumulate more data over time as more data syncs are made so that you can report on more historical Konnektive data in your SegMetrics reports.
How to connect payment information to Konnektive contacts
When you connect your payment integration, we'll automatically connect contacts in your Konnektive account by matching the email address in the processor with the contacts in Konnektive .
We recommend using whichever payment processor can act as your single source of truth.
How to build a Report using Konnektive data
Once your data is imported from Konnektive, you can create reports with the data to see how each touchpoint influences your sales.
1) Click Contacts > New Report, then save it to name it
2) Select your desired filters based on dates, tags and touchpoints
3) Save it for later use or to include the data in a custom dashboard
Frequently Asked Questions
What time zone is Konnektive data synced in?
Konnektive data is synced in UTC. SegMetrics reports on your data based in the timezone that you set in your Account Settings.
How can I set up my email links to get click rates from my Konnektive emails?
To do this, add the ContactId to your link with "seg_cid=[Contacts.Id]".
Here is what the finished link should look like: http://example.com/?seg_cid=[Contacts.Id]
That will tell SegMetrics who is visiting the page, even if they're on a different device.
You can find more information on configuring your email links in our Improving Tracking Fidelity Page
Do I need the tracking pixel to get the data found in my Konnektive account?
You do not need to create a Tracking Link for SegMetrics to track website visitors, it will still gather the UTM data. Tracking Links provide a simple way to get further detail of exactly which link they clicked for ads, email broadcasts, or campaigns.
To learn how to create a tracking link, click here to be taken to our URL builder quick walkthrough.
How do I create a report on my client invoices paid and cart sales found in Konnektive?
If you're looking to use it for more invoice paid clients then using a funnel report might be preferable, as you can set out each step that a client should take through the process (sales call, signup, invoice, payments, etc).
To learn how to quickly create a funnel report, click here to see our funnel reporting walkthrough.