DilogR’s ability to provide hyper-targeted feedback based on individual answers has made it one of the most popular platforms of top content marketers, publishers, brands, and agencies in the world. Add to that the ability to integrate with some of the most popular CRMs, marketing automation, and email marketing tools, and you now have the power to send highly targeted content to your most engaged leads.
The INTEGRATE Module
As you can see from the graphic to the right, DilogR currently integrates with Infusionsoft, Aweber, iContact, Salesforce, Eloqua, Kentico, Ontraport, ActiveCampaign, and Hubspot.
Setting up your account within DilogR
To begin setting up your integration, head over to My Account on the top menu bar.
Under the Linked Accounts tab on the left, enter the requested information to link up your account with DilogR.
Click SAVE. DilogR and your account are now successfully “talking” to each other!
DilogR is a proud member of Infusionsoft’s Marketplace with a five-star rating. You can handle everything out of Infusionsoft: tagging, triggers, email campaigns and follow-up. Because of its popularity and wide use, we’ve dedicated a separate course just for Infusionsoft integration.
Below you’ll find screenshots of the most commonly used integrations. For most of them, it’s a matter of syncing your account with DilogR and choosing which fields will be sent. If you need more help setting up your integration, please email [email protected].
— Assign Custom Fields To List
— Link Assessment to List
— Salesforce Settings
— Custom Contact Fields
— Export Answers
— Extra Fields
— Tag All Respondents
— Ontraport Answers Tags
Here you can add a new or existing tag to a specific answer choice. You can do this for each answer choice or just one answer per question.
— Tag Grades/Sections
You can assign tags to different grades or sections by clicking on the actions icon on the right hand side.
— Combine Tags
If you have several tags, you can combine certain ones into another tag. For example, if after taking your quiz someone is tagged with Dizziness, Inflammation, and Headaches, then you can assign them a new tag based on that combination of tags.
If you want to send the answers to all or some of your questions into a contact record’s Notes, then you’re in the right place. First, give the note a specific title. Then, choose the questions that you would like to send into the note. Be sure to click Save.
— Custom Fields
With DilogR, you can send the answers to certain questions into the Custom Information section of Ontraport.
Use this feature to clear your Ontraport cache if you have created tags that aren’t appearing in the DilogR dropdown menu.
— Assessment Tag
— Answers Tags
— Tag Grades
If you want to send the answers to all or some of your questions into a contact record’s Notes, choose the questions that you would like to send. Be sure to click Save.
— Custom Fields
With DilogR, you can send the answers to certain questions into Custom Fields within Hubspot. Choose the questions you would like to link to those custom fields. Be sure to click Save.
Use this feature to clear your Hubspot cache if you have created tags, email templates, action sets or custom fields that aren’t appearing in the DilogR dropdown menu.