Overview

By integrating your story with your third-party software stack, Visuel.ly facilitates real-time data transfer to various systems, including email service providers, CRM platforms, marketing automation tools, payment processors, e-commerce vendors, and more.

Visuel.ly simplifies this integration process. Here’s an outline of the steps

Setup Third-Party Software

1. Access integrations: Go to the Integrations module in the Settings section

2. Select software: Choose the third-party software from your software stack

3. Enable integration: Click on Enable button

4. Add credentials: Click on Credentials. Add the public and private keys from your account with the third-party software provider.

Send Data to Third-Party Software

1. Select campaign: Go to the Campaign (story) you want to integrate your third party software with.

2. Choose scene: Select a scene that collects information from users. This typically includes:

   • Form Layers

   • Select Actions

   • Application Layers.

3. Configure scene: Click on Configure scene. In the Send Data To section, select the third-party software(s) to which you want to send the data. You can choose more than one third-party software from your stack.