Third party software integration
Last updated on 03/04/2024
Integrating third party software
Easy Integration
Visuel.ly is a media format designed to improve engagement and boost conversion. Conversions are driven by adding "asks" at the end of the story, encouraging visitors to provide information or complete a transaction. If you're using other marketing software platforms, you may want to push the information collected through these "asks" to third-party software providers. Visuel.ly makes this integration simple.
Steps to Integrate
To complete your setup, you'll need to configure third-party software integrations. Follow these steps :
Access the integrations menu: Go to the Account Settings section by clicking on the circle with the alphabet of your first name. Select the Integrations menu from the left hand side menu options
Choose your software vendor: Select the third-party software vendor you want to integrate with. Click the Enable button.
Enter credentials: Click the Credentials button. Fill in the required fields using the public and private keys from your third-party software account.
Repeat for additional vendors: Follow the same process to integrate any other vendors in your software stack.
Verify in scene configuration: Once completed, you will see the third-party software vendors you have added in the Send to options in Scene Configuration.
Warning:
When configuring third-party software integrations, you must enter the correct credentials, which you'll need to retrieve by logging into your third-party software account. Once the integration setup is completed, it will be available for use across all campaigns in your account.
Note:
The integration of third-party software platforms is configured at the Account level. Once a third-party software is integrated with your account, the integration will be accessible across all campaigns within your account. This includes campaigns created for any affiliated websites within your enterprise.