Tagging Leads for Actions Completed Outside of KickoffLabs With Integrately

Using Lead Tags With Integrately

Tagging a lead can come in handy when you want to track a lead’s actions outside of KickoffLabs. Award points for things like creating an account, completing a survey, making a purchase and more. In this guide, we’ll walk through:

Tagging a lead who completes a survey
Tagging a lead who makes a purchase or refers a purchase

Before connecting to Integrately, first create a lead tag in KickoffLabs. Follow the steps here to create your first tag.

Tagging a Lead Who Completes a Survey

In this example, we’ll use Typeform, however you can replicate the steps for other survey platforms aswell (aslong as the platform offers an Integrately or similar connection).

To get started, login to Integrately and create a new automation.
Choose the app that you’d like to push leads from. In this example, we’ll be using Typeform.
Next, select KickoffLabs as the second app.
Select a popular automation or create your own. For this example, we’ll create our own where we select When a lead completes a Typeform survey > Tag them in KickoffLabs.
Sign-in to your Typeform account and grant permission to Integrately.
Choose the Typeform form you’d like to connect to and test the connection.
Next, connect your KickoffLabs account to Integrately.
For this step, we recommend opening a new tab to copy your Campaign ID + API Key. From your KickoffLabs campaign dashboard follow the path Setup>All Settings>API Access
On the API Access page, copy your Campaign ID and API Key. Back in Integrately, paste the Campaign ID and API Key and paste them into Integrately.
Next, map your Typeform email field to KickoffLabs.
Then, select the lead tag you’d like to use for the automation.
Test the workflow and turn on your automation! Leads should now be tagged with filling out the Typeform in your KickoffLabs Account.

Tagging a Lead for Making a Purchase

In this example, we’ll be using Woocommerce to tag a lead for making a purchase. Outside of our native Shopify rewards integration, you can use lead tags to track purchases on additional platforms (such as PayPal, Stripe, and Woo-commerce).

Lead tags can be used to tag the purchases, person who referred them (or both) and optionally award points.

Before connecting to Integrately, first create a lead tag in KickoffLabs. Follow the steps here to create your first tag.

To get started, login to Integrately and create a new automation.
Choose the app that you’d like to push leads from. In this example, we’ll be using Woocommerce.
Next, select KickoffLabs for the 2nd app.
Next, select a popular automation or create your own. For this example, we’ll create our own where we select When a new order is created in Woocommerce > Tag them in KickoffLabs.
Connect your Woocommerce account by pasting in your store url, consumer key, and consumer secret.
Next, Integrately will test the connection. If successful, you’ll be able to move to the 2nd part of the setup.
Integrately will now prompt you to connect your KickoffLabs account.
For this step, we recommend opening a new tab to copy your Campaign ID + API Key. From your KickoffLabs campaign dashboard follow the path Setup>All Settings>API Access
On the API Access page, copy your Campaign ID and API Key. Back in Integrately, paste the Campaign ID and API Key and paste them into Integrately.
Next, confirm the email field is mapped from Woocommerce and select the lead tag you’d like to use for the automation.
Test and turn on your integration. You should begin to see leads tagged and award points when they’ve made a purchase!