Connect Xendy with Popupsmart

Introduction

Popupsmart is a versatile tool for creating high-converting pop-ups on your website, helping you capture leads, grow your email list, and boost engagement. By integrating Popupsmart with Xendy, you can automatically transfer leads captured through pop-ups into your Xendy contact lists. This seamless connection allows you to streamline lead management, segment your audience, and set up targeted email automations with ease.

In this guide, we’ll walk you through setting up a pop-up in Popupsmart, generating a webhook URL in Xendy, and connecting the two platforms for efficient data transfer. With this integration, you’ll be able to make the most out of your lead generation efforts and maximize your email marketing potential.

Setup a pop-up in Popupsmart

To begin integrating Popupsmart with Xendy, you’ll first need to create a pop-up in Popupsmart. This section will guide you through creating an account, setting up your pop-up, and preparing it for integration.

1. Create a Popupsmart account

• Sign up for an account:

  • Visit Popupsmart and click Sign up.
  • Enter your email address and create a password, or use a social login to register.

• Log in to the dashboard:

  • After registering, log in to your Popupsmart account to access the dashboard.

2. Create a new pop-up

• Start a new pop-up:

  • Click “Create new popup” in the dashboard.
  • Select the type of pop-up you want to create (e.g., newsletter subscription, discount offer, lead magnet).

• Choose a template:

  • Browse through Popupsmart’s pre-designed templates and select one that fits your goal.
  • You can also start with a blank pop-up if you prefer full customization.

3. Customize your pop-up

• Design your pop-up:

  • Use Popupsmart’s drag-and-drop editor to adjust the layout, colors, fonts, and images.
  • Add compelling text and a clear call-to-action (e.g., “Subscribe to our newsletter” or “Get 10% off your first order”).

• Add form fields:

  • Include the necessary fields to collect contact information. At a minimum, add an email field, as this is required for Xendy integration.
  • You can also add optional fields like name or phone number to capture additional data.

• Configure display rules:

  • Set rules for when and where the pop-up appears (e.g., after 10 seconds on the site, exit intent, or on a specific page).

4. Save and publish your pop-up

• Save your changes:
  • Once you’re satisfied with your pop-up design and settings, click Save to save your progress.
• Publish your pop-up:
  • Publish the pop-up by copying the embed code provided by Popupsmart and adding it to your website’s HTML or through your CMS.

Your pop-up is now set up and ready for integration. In the next section, we’ll guide you through generating a webhook URL in Xendy to enable seamless data transfer from Popupsmart.

Get your Xendy webhook

To connect your Popupsmart pop-up with Xendy, you’ll need a webhook URL from Xendy. This webhook URL allows leads captured through your pop-up to be automatically added to your Xendy contact list.

1. Access the Xendy dashboard

• Log in to your Xendy account.
• In the left-hand menu, select “All contacts.”

2. Create or select a segment

• Use the general segment:
  • If you want to send all leads to your primary contact list, you can use the existing All contacts segment.
• Create a new segment (optional):
  • Click on “All contacts” in the top-right corner.
  • Select “Add new segment” to create a new segment for Popupsmart leads.
  • Name the segment (e.g., “Popupsmart leads”) and save it.

3. Generate the webhook URL

• Locate the webhook option:

  • Navigate to the selected segment.
  • Click on “Add contacts” in the top-right corner and select “Via webhooks.”

• Copy the webhook URL:

  • A unique webhook URL will be displayed.
  • Click Copy to save the URL to your clipboard.

4. Note the field names

• On the webhook URL page, Xendy provides a list of required field names.
  • email field: This is mandatory for all submissions. Ensure the email field in your Popupsmart pop-up matches this name.
  • Additional fields (e.g., name, phone) can also be mapped if they are included in your pop-up.

With your webhook URL ready, you’re now prepared to integrate it into Popupsmart. In the next section, we’ll explain how to connect your pop-up to Xendy using the webhook URL.

Connect your pop-up with Xendy

After setting up your pop-up in Popupsmart and generating a webhook URL in Xendy, the next step is to connect the two platforms. This ensures that every lead captured through your pop-up is automatically added to your Xendy contact list.

1. Access the Popupsmart integration settings

• Log in to your Popupsmart account.
• Go to the dashboard and select the pop-up you want to integrate with Xendy.
• Click on Settings or Integrations (depending on your plan and version).

2. Select webhook as the integration method

• In the integration settings, choose Webhook as the method for connecting external platforms.

3. Add the Xendy webhook URL

• Paste the webhook URL:
  • Paste the webhook URL you copied from Xendy into the Webhook URL field in Popupsmart.
• Enable the integration:
  • Ensure the integration is enabled so data can flow seamlessly between Popupsmart and Xendy.

4. Test the webhook connection

• Submit a test entry using your pop-up.
• Log in to Xendy and check the associated segment.
• Confirm that the test data appears correctly in your Xendy contact list.

5. Troubleshooting common issues

If the test data does not appear in Xendy:

1. Verify the webhook URL in Popupsmart is correct.
2. Check that the email field in your pop-up matches the mandatory “email” field in Xendy.
3. Ensure the pop-up is published and active on your website.

Your Popupsmart pop-up is now successfully connected to Xendy. Leads collected through your pop-up will automatically be added to your Xendy contact list, ready for segmentation and email marketing campaigns.

Field mappings

Field mapping ensures that the data captured through your Popupsmart pop-up is correctly aligned with the corresponding fields in Xendy. Proper mapping is crucial to ensure accurate data transfer and a seamless integration.

1. Understand Xendy’s field requirements

• Mandatory field:
  • The “email” field is required for all data submissions to Xendy. Without this field, the data will not be processed.
• Optional fields:
  • Additional fields, such as “name,” “phone,” or other custom fields, can also be mapped to enhance your contact records.
• Custom fields:
  • You can create new custom fields in Xendy to match the data points captured by your Popupsmart pop-up.

2. Locate field names in Xendy

• Go to the Webhook URL page in Xendy.
• Review the list of field names provided, including “email” and any additional fields you want to use.
• Note any new fields you may need to create in Xendy for custom data.

3. Map fields in Popupsmart

In Popupsmart’s webhook integration settings:

• email field: Ensure the email field from your pop-up matches the mandatory “email” field in Xendy.
• optional fields: Map additional fields, such as:
  • name → “name”
  • phone → “phone”
  • any other fields to their corresponding Xendy field names.

4. Add custom fields in Xendy (optional)

If your pop-up collects unique data that is not in Xendy’s default fields:

• Navigate to your Xendy account.
• In the Contacts section, add a new custom field with the required name (e.g., “company,” “interest”).
• Use this custom field name when mapping fields in Popupsmart.

5. Test your field mappings

• Submit a test entry through your pop-up.
• Log in to Xendy and check the associated segment to ensure all data fields are accurately populated.
• Make adjustments as needed if any data is missing or incorrectly mapped.

6. Tips for effective field mapping

• Consistency: ensure field names in Popupsmart exactly match those in Xendy, including capitalization and spacing.
• Review regularly: periodically check field mappings to ensure they align with updates or changes to your pop-up or Xendy contact list.
• Use descriptive field names: for custom fields, use clear and descriptive names to avoid confusion.

Frequently asked questions