Segment.com
Segment.com Integration Overview
In this Article Overview Getting Started Encharge Event Presets Encharge Actions Overview Segment is a Customer Data Platform (CDP) that simplifies collecting and using data from the users of your digital properties (websites, apps, etc.) With Segment, you can collect, transform, and send your customer data to different tools like Encharge. As an official Segment.com integration partner, Encharge can be found under their DestinatFew readersCreate behavior-based email automation with Segment and Encharge.io
This article demonstrates how Segment and Encharge open endless possibilities for advanced behavior-based email marketing automation that converts, guides, and delights customers. In this article Overview Add Encharge as Segment destination Available default event presets in Segment Build and activate your campaigns in Encharge Wrap up 1. Overview In the world of B2B marketing, email campaigns remain a powerfuFew readersSegment Actions
Segment Actions By default, Encharge accepts the following Segment destination actions (not to be confused with flow actions in Encharge): Alias User Identify User Create/Update Object Track event Track page Tag user Untag User ★ Premium feature: Segment integration is only available on the Premium plans. Please don't hesitate to send us a messageFew readers
Zapier
How to add Thrive Leads or Thrive Architect leads to Encharge using Zapier
This video guide will show you: How to connect Thrive Themes with Encharge using Zapier. How to send leads from Thrive Themes to Encharge. How to segment Thrive Themes leads. How to trigger an email and tag Thrive Themes leads in Encharge.Few readersCreating a Zap with Encharge Triggers or Actions
Creating a new Zap with Encharge is easy! Click on "Make a Zap" to create a new Zap 2. Choose a trigger. Decide whether you want to trigger a Zap with an Encharge trigger. For instance, when a new person is added to Encharge. Or you want to use an external app to trigger the Zap. For example, when a new Trello card is created. For the sake of this example, we're going to use Hellobar to add new Hellobar subscribers to Encharge and put them into a lead nurturing sequence. We've selected HelFew readersTag a Person in a Zap in Zapier
Note that we currently don't support mapping of tags in Zapier. I.e, you won't be able to map or tag people using the "Add or Update Person" action in Zapier. If you want to tag people when a Zap is fired, you can create a three-step Zap and tag a person using the "Add Tag in Encharge" action. Your Zap would look like this: The first step is the Trigger. The second one isFew readersHow to Use Encharge and Zapier
Zapier is an automation tool that connects your favorite apps, such as Gmail, Slack, Mailchimp, and more. Our Zapier integration makes it easy for you to connect the apps you're already using with your marketing automation Encharge. To help you get started here are some Zaps templates you can use: Zapier – the basics Zaps are workflows that connect your apps, so they can work together. Zaps start with a trigger—an event in one of yourFew readersConnecting Encharge and Zapier
Log in to your Zapier account or create a free account. 2. Go to "My Apps" in the left sidebar and click on "Add Connection". Search for Encharge and select it. Give Encharge access to your accFew readers
HubSpot
HubSpot Integration Overview
★ HubSpot integration is only available on the Premium plan. With this integration, you can create a seamless customer experience between HubSpot and other marketing tools within Encharge. Create Deals in HubSpot based on activity in Encharge and other apps in your marketing stack. Bring HubSpot Contact data in Encharge to create precise segments. Trigger a customer experience in Encharge when a relevant Contact iFeaturedHubSpot fields and permissions
HubSpot has over 150 properties (fields) that are read-only. This means that the Encharge sync can not overwrite their data value, as it doesn't have the permission to do so. To sync Encharge data related to these properties, you'd need to create a custom property and map it to the Encharge field. Below is a list of all the read-only properties in HubSpot. Make sure to reference it if you don't see the Encharge field values comiFew readersHubspot Two-Way Sync
In this article: Connecting HubSpot Data sync overview Initial sync Subsequent sync Other sync details Sync Lead Score and Tags from Encharge to HubSpot View and troubleshoot sync changes Say goodbye to manual data entry with Encharge's bi-directional HubSpot data sync. Here's what Encharge Two-way Sync gives you: Two-way data sync. When data is created or updated in eitheFew readersHubSpot Tutorial: Automating the customer lifecycle stage
The concept of the lifecycle stage corresponds with the levels of a sales or marketing funnel. It indicates what stage of the customer journey the person is in. In HubSpot, the Lifecycle stage is a default property for contacts and companies. It is the recommended way to track the lifecycle stage of your contacts and companies. The property comes with a set of pre-definFew readersHubSpot Flow Steps
Encharge automation offers 13 different Triggers and Actions to complement the powerful two-way sync integration with HubSpot. Click on each step for more information and example use cases. Triggers: New HubSpot Contact HubSpot Contact Field Match HubSpot Deal Stage Match (//help.enchargFew readersHubSpot Use Case: Sales of Captured and Nurtured Leads
In this article Overview Used Features Capture Leads Nurture Leads Encharge HubSpot Data Sync Encharge HubSpot Automation Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features needed for this setup. Make sure to get yourself familiar before attempting implementation. Please don't hesitate to send us a message at support@encharge.io foFew readersHubSpot - Common Questions
In this article, we'll share some of the commonly asked questions about our HubSpot integration. Is my entire Encharge data synced to HubSpot? During the initial sync, we won't sync any Encharge data to HubSpot. Only after the initial sync we start to sync data from Encharge to HubSpot. Which data we sync depends on whether you have selected "All contacts" or a specific HubSpot list to sync. You can learn more in our HubSpot syncing article (//Few readersUse Case: ChargeBee > Encharge > HubSpot | Cancelation Management for Sales and Success Teams
In this Article Used features Summary Automations Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features needed for this setup. Make sure to get yourself familiar before attempting implementation. Please don't hesitate to send us a message at support@encharge.io for further guidance. Additionally, you can book a call (https://meetings.hFew readersUse Case: Chargify > Encharge > HubSpot | Cancelation Management for Sales and Success Teams
In this Article Used features Summary Automation Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features needed for this setup. Make sure to get yourself familiar before attempting implementation. Please don't hesitate to send us a message at support@encharge.io for further guidance. Additionally, you can book a call (https://meetings.Few readersHubSpot Tutorial: Connecting HubSpot <> Encharge the Right Way
In this Article Summary Encharge HubSpot Data States Note: This article gives additional information about Encharge <HubSpot Sync Integration. Please make sure you get yourself familiar with the Encharge HubSpot Sync before reading this article. Please don't hesitate to send us a message at support@encharge.io for further guidance. Additionally, you can book a call (https://meetings.hubspoFew readersConnect HubSpot to Encharge
Connecting HubSpot to Encharge is easy. Log into your Encharge account and open your apps page, then click on the HubSpot logo. This opens the HubSpot authorization dialog. 1. Allow access Click "Connect" to allow Encharge to access your HubSpot workspace. If you manage multiple HubSpot workspaces, choose the appropriate one. Note that currently you can connect only one HubSpot account to Encharge. (https://storage.crisp.chat/users/helpdesk/website/b6405a5Few readersUse Case: Stripe > Encharge > HubSpot | Cancelation Management for Sales and Success Teams
In this Article Used features Summary Automation Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features needed for this setup. Make sure to get yourself familiar before attempting implementation. Please don't hesitate to send us a message at support@encharge.io for further guidance. Additionally, you can book a call (https://meetings.hFew readersUse Case: Paddle > Encharge > HubSpot | Cancelation Management for Sales and Success Teams
In this Article Used features Summary Automations Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features needed for this setup. Make sure to get yourself familiar before attempting implementation. Note: The Paddle integration currently supports only Paddle Classic. Paddle Billing is not supported. Used Features IntegrationsFew readersEncharge Email Activity in HubSpot
The HubSpot native integration allows you to view all of your Encharge email activity (for both broadcasts and emails in Flows) in the activity feed of your HubSpot contacts. To view that activity, go to any contact page in HubSpot, and under the Activity tab, click on "Filter activity". Then, select "Encharge": With this filter on, you can view Encharge email activity: (httpFew readersUse Case: Recurly > Encharge > HubSpot | Cancelation Management for Sales and Success Teams
In this Article Used features Summary Automations Additional Automation (Optional) Note: This article assumes prior experience with Encharge. In the next section you'll find links to all features needed for this setup. Make sure to get yourself familiar before attempting implementation. Please don't hesitate to send us a message at support@encharge.io for further guidance. Additionally, you can book a call (https://meetings.Few readers
Intercom
Intercom Integration Overview
With this integration, you can create a seamless customer experience between Intercom and other marketing tools within Encharge. Send intercom In-App Messages based on activity in Encharge and other apps in your marketing stack. Bring Intercom User and Lead data in Encharge to create precise segments. Trigger a customer experience in Encharge when a new Intercom Lead or User is created.Few readersConnect Intercom to Encharge
Connecting Intercom to Encharge is really easy. Log into your Encharge account and follow the steps below: Go to your apps, click on the Intercom logo, then on the "Connect" button. This opens the Intercom authorization dialog. Click "Authorize" to allow Encharge to access your Intercom workspace. If you manage multiple Intercom workspaces, choose the appropriate one. (Optional) Default User and Lead properties from Intercom are automatically mapped toFew readersIntercom Flow Steps
You can use the following Intercom steps in Flows: Triggers: New Intercom Lead New Intercom User Tagged in Intercom Actions Send Intercom In-app Message Add Intercom Tag (//help.Few readers
Slack
Slack Integration Overview
Automate Slack messages to your team. Get notifications about new leads, users, and customers. Share wins about closed deals with your sales team in Slack. With this integration, you can send automated messages in Slack triggered by different activities happening in Encharge. For example: Receive a Slack notification when you get a new email subscriber. Receive a Slack notification every time someone becomes a customer in your product. Receive a Slack notification when someone cancelFew readersConnect Slack to Encharge
Connecting HubSpot to Encharge is super easy. Log into your Encharge account and follow the steps below: Go to your apps page, click on the Slack logo, then on the "Connect" button. This opens the Slack authorization dialog. Select the team you want to connect to the integration and click on "Add to Slack". That's it! You can start creating flows with Slack. (https://storage.crisp.chat/users/helpdesk/website/c389c6ece53a7000/d5e0e8bc-77c9-4328-aa81-2Few readers
Twilio
Connecting Twilio and Encharge
Connecting Twilio to Encharge is easy. Log into your Encharge account and follow the steps below: Go to your Apps Page - https://app.encharge.io/apps Click on the Twilio icon. You will be asked to enter two fields: Account SID and AuthToken: Log into your Twilio account and go to the Console page - https://www.twilio.com/console (https://Few readersSending SMS with Twilio and Encharge
The Twilio integration enables you to build cross-channel communication and go beyond email. With Twilio, you can communicate with your customers with personalized SMS messages. These are just some of the things you can achieve with Twilio and Encharge: Welcome new leads and users with personalized text messages. Remind customers via SMS about critical dates in their customer journey like trial expiration. Follow up via SMS if your leads don't engage with your emails. Send Calendly meeFew readers
Google Analytics
Discrepancies between email clicks and data in Google Analytics
Discrepancies between the email clicks tracked in Encharge and the Users/Sessions you see in Google Analytics are common. This comes from the way links are tracked in Encharge and the way Google Analytics tracks sessions. How email clicks are tracked in Encharge When a person clicks on a link in one of your emails, they are instantly redirected to the link tracking domain of Encharge (or your domain if you've added and verified it), thenFew readersTrack Email Clicks in Google Analytics
Encharge supports automatic UTM links that you can use to track what visitors do on your website after they click through a specific email you've sent. In Google Analytics you can track the goals and conversions of each of your emails. UTM parameters are additional link parameters that allow you to track the performance of your marketing campaigns across different channels. Encharge can automatically generate and append your email links with UTM tags. This feature works for all of your emails,Few readers
Google Sheet
Google Sheets Flow Steps
There are two steps you can use in Encharge flows with the Google Sheets integration: Row added in Google Sheets trigger step - The "Row added in Google Sheets" trigger adds people to a Flow whenever a new row is added to the selected Google sheet. Add a Row in Google Sheets action step - The "Add a Row in Google Sheets" action step appends a new row to aFew readersGoogle Sheets Integration Overview
With this integration, you can trigger automation when a new Google Sheet row is added and add new rows to a selected sheet. Note: You can only select spreadsheets that you have created via Encharge. How to connect Google Sheets In your Encharge account, go to Settings, then Apps. Click on Google Sheets and follow the integration wizard. 1. Choose Google Account (httFew readers