The API integration with ConvertKit is the easiest and most flexible way to integrate Deadline Funnel with your ConvertKit account.
Where to find your ConvertKit API details:
Login to your ConvertKit account, click on Account Settings > General
Integrate Deadline Funnel with your ConvertKit account:
Click on Integrations in the top menu, then click 'New Integration'.
Select 'ConvertKit' and click 'next':
At this point, Deadline Funnel will ask you for your ConvertKit's:
- API Key, and
- API Secret Key
To find these, log into ConvertKit and navigate to Account Settings > General:
Copy and paste the corresponding keys in to Deadline Funnel, then click 'Integrate':
Set Up the Webhook for ConvertKit:
On the next screen you'll need to select an existing tag in your ConvertKit account, or create a new tag by simply typing into the drop-down field we have provided. This tag will be used to trigger the deadline:
Then you will select the custom field that stores each lead's unique deadline. You can select a custom field you already have or create a new field by typing directly into the box. We recommend you name the custom field something specific to your promotion, that way when you see it in a contact's record you know immediately what it's for:
Next click 'Create Webhook'. This will create a rule in ConvertKit that will trigger the webhook when the tag is applied to a subscriber:
Now if you click 'View Rule in ConvertKit' you will see your new rule in ConvertKit that will trigger your deadline when the tag you selected is applied:
Make sure to click "Next" in the bottom right to finish this part of the integration process.
Next, you just need to set up a rule or automation in ConvertKit that will add the tag to a subscriber based on various actions (ie. they enter a sequence, submit a form, etc.)
Set up a rule to add the trigger tag in ConvertKit:
1. You have a few options for how to trigger the tag, including triggering when someone is added to a sequence or when another tag is added. The idea is to connect some step in your funnel that happens a person first enters the funnel, with the deadline trigger.
In this example, we used "Subscribes to a form".
2. Navigate to Automations and select 'Rules':
3. Click '+ Add Rule':
4. In this example, we selected 'Subscribes to a form' as the trigger and selected the correct form. Then selected 'Add tag' as the action, and selected the tag that will trigger Deadline Funnel and clicked 'Save Rule':
Now once someone subscribes to that form, ConvertKit will apply the tag, and the tag will tell Deadline Funnel to start the countdown.
Note: If you want to integrate several different funnels with ConvertKit, you will simply repeat these steps and create a new API integration and tag for each countdown, as well as separate automations. This creates a system where Tag A triggers Campaign A, while Tag B triggers Campaign B.
Add the tag to an automation in ConvertKit
In this section we'll cover how to add the trigger tag in an Automation in ConvertKit.
When the tag is added can vary depending on your particular funnel, but in this example we'll show how to add it so that the deadline will be triggered immediately after someone submits a form.
1. Navigate to your automation in ConvertKit and click to add a step after the optin:
2. Select 'Action' and 'Add or remove tag':
3. Then select the trigger tag you set up in Deadline Funnel and hit 'Add Action':
4. Now the trigger tag will be added immediately after someone opts-in to the funnel, which will start their deadline, and then you can send them through your email sequence:
Additional Feature: Bulk Actions
Note: If you want to add several people to a Deadline Funnel campaign you can now do that using ConvertKit's Bulk Actions.
Navigate to Subscribers, select the subscriber(s) you want to tag and click 'Bulk Actions':
Then click 'Add a Tag':
Select the tag that triggers your Deadline Funnel campaign and click 'Save':
You can tag as many subscribers as you want to trigger.
After the ConvertKit system finishes adding the tags, you can return to Analytics > Tracking Started in Deadline Funnel and you will see that the email you tagged in ConvertKit is being tracked by Deadline Funnel.
Testing Your Integration
Once you've set up your integration, make sure to do a quick test to make sure all the pieces are connecting properly.
1. Add a test ConvertKit contact to your funnel. The best practice is to opt this email in the way a prospect would normally opt in.
2. Go to Deadline Funnel > Analytics and scroll down to "Tracking Started". Here you should see a tracking record for the email you were testing with.
(It may take a couple minutes to come through, so make sure to wait and refresh the Analytics page a couple times if it's not showing up.)
If that email appears here, you know everything is working correctly with your integration. 🙂 🎉 If you don't see it after a few minutes, you'll need to revisit your integration setup and troubleshoot. Feel free to reach out via chat or email if you get stuck; we're here to help!
Important Note about Email Links
For the API integration to work you MUST use the Deadline Funnel email links in any of your emails that link to a sales page with a countdown timer, or that link to a page in your funnel that links to another page with your countdown timer.
In other words, the API integration requires that your subscribers click one of the Deadline Funnel email links before they reach a page with a countdown. This is necessary in order to make sure each subscriber is assigned the correct deadline.
If you have any questions, send us a message in chat or email us at firstname.lastname@example.org.