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The integration between Appcues and Ortto, a dynamic marketing automation platform, represents a strategic collaboration at the nexus of user onboarding insights and streamlined marketing workflows. Appcues' advanced user onboarding and engagement capabilities seamlessly integrate with Ortto, enhancing data connectivity and optimizing marketing operations. This partnership empowers businesses leveraging Ortto's marketing automation platform to leverage Appcues' insights into user interactions during the onboarding process.
This integration guide will walk you through the steps required to integrate Appcues with Ortto. By integrating these two platforms, you will be able to leverage the power of Appcues' user onboarding and engagement tools in conjunction with Ortto's customer support and ticketing system. This integration will enable you to provide a seamless and personalized user experience to your customers.
Before you begin the integration process, make sure you have the following:
1. Appcues Account: You should have an active Appcues account with administrative access.
2. Ortto Account: You should have an active Ortto account with administrative access.
3. API Access: Ensure that you have API access enabled for both Appcues and Ortto.
To integrate Appcues with Ortto, you will need API keys from both platforms. Follow the steps below to obtain the API keys:
1. Appcues API Key:
a. Log in to your Appcues account.
b. Go to the "Settings" section.
c. Navigate to the "API Keys" tab.
d. Generate a new API key if you don't have one already.
2. Ortto API Key:
a. Log in to your Ortto account.
b. Go to the "Settings" section.
c. Navigate to the "API Keys" tab.
d. Generate a new API key if you don't have one already.
In this step, you will configure Appcues to send user data to Ortto. Follow the steps below:
1. Log in to your Appcues account.
2. Go to the "Settings" section.
3. Navigate to the "Integrations" tab.
4. Locate Ortto in the list of available integrations.
5. Click on "Configure" and enter your Ortto API key.
6. Save the configuration settings.
In this step, you will configure Ortto to receive data from Appcues. Follow the steps below:
1. Log in to your Ortto account.
2. Go to the "Settings" section.
3. Navigate to the "Integrations" tab.
4. Locate Appcues in the list of available integrations.
5. Click on "Configure" and enter your Appcues API key.
6. Save the configuration settings.
Once you have configured both Appcues and Ortto, it's essential to test the integration to ensure that data is flowing correctly between the two platforms. Follow the steps below to test the integration:
1. Trigger an event in Appcues that should create a ticket in Ortto.
2. Check your Ortto account for the newly created ticket.
3. Verify that the ticket contains the relevant user data from Appcues.
Both Appcues and Ortto offer customization options to tailor the integration according to your specific requirements. Explore the customization options in both platforms to enhance the integration further.
Congratulations! You have successfully integrated Appcues with Ortto. By combining the power of user onboarding and engagement from Appcues with the customer support and ticketing capabilities of Ortto, you can provide a seamless and personalized user experience to your customers. Make sure to monitor the integration regularly to ensure data consistency between the two platforms.
