This article contains the following topics (click on them to jump to the corresponding place):
- Introduction
- Connect Make with Quentn
- Create contacts/tags independent of campaigns
- Send contacts from the campaign to third-party providers
- Start campaign for contacts from Make
Introduction
Make is a cloud-based automation platform that - just like Zapier - combines applications and services with powerful, code-free integrations to automate online workflows. The Czech provider currently allows you to seamlessly link your Quentn system with over 500 providers (as of October 2020).
A list of all third-party providers offering an Make interface can be found here.
Costs
You can easily create a free account at https://www.make.com/en/pricing. This account is sufficient in most cases, but is subject to a process step limitation of 1,000, for which you can create an infinite number of connections in the free model.
Make paid accounts start at $9 per month.
Scenario
Individual connections are called "Scenarios" in Make. Here you can connect any number of applications with each other to exchange data.
Of course, to create a scenario you will need accounts with the respective third-party providers.
Actions
Each Make application (module) contains a list of available actions. You can find out which ones are available by clicking on the module.
Quentn offers various contact actions, tag actions and other events. For example, you can:
- Create or update contacts
- Delete contacts
- Add tags
- Create, modify or delete tags
- And much more!
Connect Make with Quentn
Quentn offers you two ways of integration with Make. For example, you can use Make´s contact actions to specify that a sent contact has been created/updated in Quentn, independent of a campaign.
Furthermore, Quentn also offers you targeted integration via an action element in your campaigns.
To connect Quentn and Make, a Quentn Basic account is required to activate the API.
To connect Quentn to Make for the first time, please proceed as follows:
- Keep your Quentn system open and open Make in a new tab.
- Create a new scenario.
- Select "Quentn" as the module.
- Determine what should happen, e.g. "Create or Update Contact".
- Now Make asks for the connection, a small window opens. Click on "Add".
- Give the connection a name and click "Continue".
- Select your Quentn system.
- As soon as the connection is established, the window on the module changes to Make. You see the name of the connection and can now select from the tags available in Quentn.
Create contacts/tags independent of campaigns
Example: Contacts that have filled out a Google Forms form should be tagged in Quentn.
Set up Google Forms triggers
- Create your scenario in Make.
- Add the module "Google Forms" and select what to respond to. In this case, choose Watch responses.
- For Connection, select your account.
- If you want to use a different one than the one suggested, click on "Add".
- A small window will now open. Enter a different name for the connection and click on "Continue".
- Another window will open, in this case from Google, where you can select the Google account to be connected.
- Give Make access to your Google account.
- Fill out the other fields: which table should be reacted to, etc....
- Click on "OK".
- To test the scenario, click on "Run once" in the bottom left-hand corner of the screen. If everything is working to your satisfaction, set the scenario to ON.
Action: Send to Quentn
- Add the module "Quentn" and select what should happen. In this case: Create or update contact.
- For Connection, select your account.
- When using it for the first time, ensure you click on "Add" again.
- A small window will now open. Enter a different name for the connection and click on "Continue".
- Another window on Quentn will open. Here you can select the system to be connected.
- Now determine the fields that must be transferred.
- Under "Terms" you will see all the tags that you have created in your Quentn system. If necessary, select the tag that the contacts should receive.
- Click on "OK".
Send contacts from the campaign to third-party providers
The action element "Send Make" enables you to send contacts from your campaign to your Make scenarios.
Example: Buyers of a product are sent from Quentn to a third-party provider via Make.
- Create a campaign in Quentn.
- In the desired position - in this case after the event element "Digistore" - place the action element "Make" and give it a name.
- Publish the campaign.
- Create a scenario in Make.
- Add the module "Quentn".
- Select the event.
- Click on "Add" with "Webhook".
- Name the Webhook ("Buyer DS").
- Select the connection to your Quentn system.
- All used Make elements are displayed under "Elements" - sorted by campaigns. Select the element that you've just named in the campaign and click on "Save".
- Click on "OK".
- Now add the third-party provider as another module and configure it.
- To test the scenario, click on "Run once" in the bottom left-hand corner of the screen. If everything is working to your satisfaction, set the scenario to ON.
Start campaign for contacts from Make
If you want to send contacts from a third-party provider into a Quentn campaign via Integromat, please proceed as follows:
- Select the Quentn module in Integromat and choose "Create or update contact".
- Define which tag should be assigned to the contacts.
- Create a new campaign in Quentn and drag the event element "Tag(s) changed" into the Campaign Builder.
- After double-clicking on the element, enter the tag assigned in Integromat. The campaign will now start for all those who have received the tag.
- Now connect the email confirmation element with the previous element so that your new contacts complete the double opt-in process. Contacts who are already in your database will automatically skip this element, so they do not need to confirm their email again.
- Complete your campaign and publish it.
