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Setting up Engage in Qualifio

Once the form has been configured on Actito's side to store the participations, the integration can be configured in the Qualifio platform.

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You can complete this step in autonomy by following the walkthrough below. If you want the help of Actito teams to set-up the integration, do not hesitate to contact your account manager.

Logging into Qualifio

Log into your Qualifio account through the login page, or follow the Single Sign-On (SSO) to directly switch from Actito to Qualifio (Forms & pages > Manage Engage campaigns).

SSO

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Provided that you have a matching user account on both Actito and Qualifio, and that SSO has been activated in your license, the 'Manage Engage campaigns' app will allow you to jump securely into your Qualifio account, without requiring additional login.
If you want to activate SSO in your license, please contact your account manager.

Engage integration walkthrough

We will now guide you through the different steps that must be configured in the Qualifio platform.

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Already familiar with Qualifio? Nice! You can probably follow the great guide from the Qualifio documentation. On the other hand, the walkthrough below is rather aimed at users who are discovering the Qualifio platform at the same time.

Step 1 - Activate the integration

In your Qualifio account, go to ‘Integrations’ in the left-hand menu, under the ‘Engage’ tab.

Integrations tab

Select ‘Integrations’ in the Integrations section.

Integrations Integrations & partners

Search for Actito and toggle it to enable the integration.

toggle actito

Step 2 - Configure the integration

After activating Actito as partner, click on ‘Configure’ to do the setup.

  • Give a Name to the integration (Ex. : Actito – your license name)
  • Choose if you want to push incomplete participations (profiles who did not complete the campaign to the end)

settings

Next, fill in the credentials and technical parameters needed to set up the connection.

  • API key: enter the API key that you have created previously
  • Endpoint upsert interaction: when you retrieve your API key, you can see your API domain and the environment on which your license is hosted. It will allow you to complete the ‘Endpoint upsert interaction’ (and ‘Endpoint get token’)
    • ENV-0 : https://api.actito.com/v4/entity/{entity}/form/{form}/interaction
    • ENV-1 : https://api1.actito.com/v4/entity/{entity}/form/{form}/interaction
    • ENV-3 : https://api3.actito.com/v4/entity/{entity}/form/{form}/interaction
  • Endpoint get token:
    • ENV-0 : https://api.actito.com/auth/token
    • ENV-1 : https://api1.actito.com/auth/token
    • ENV-3 : https://api3.actito.com/auth/token
  • Entity name: the name of the entity in which the form that you created in Actito is stored.
  • Form name: the technical name of the form that you created in Actito. By default, it should be “engageCampaigns”.

Click on ‘Save’ to finish the connection.

Step 3 - Create mapping variables

Once Qualifio is connected to your Actito form, you should parameter the fields that will be pushed in it.

Step 3.a Creating optin variables

Go back to the ‘Engage’ menu and select ‘Mapping variables’ in the Integrations section.

Mapping variables

For each subscription that need to be synchronized with the Actito database, create a mapping variable.

  • Display label: for clarity, it should match the name of the Actito subscription
  • Technical name: it must “optin_subscriptionName”. For instance, for a subscription named ‘newsletter’, it should be ‘optin_newsletter’
tip

Spaces are not allowed in Qualifio technical names. If the subscription in Actito contain spaces, replace it with an underscore (Ex. : “Product news” => “optin_Product_news”) Then, contact your account manager or support so they customize the output pushed to Actito to replace the underscore by a space. This is important to allow data enrichment.

  • Variable type: select “Opt-in”
  • Enabled in: toggle both Forms and Opt-ins so that it’s available at all steps of your campaign.

variable configuration

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More info about mapping variables

Step 3.b Creating an optin

After creating the variable, you also need to create the opt-in itself ! (one for each subscription pushed to Actito)

From the Engage tab, go to ‘Opt-ins’ under the Content section.

Opt-ins

Select “Opt-ins”, then “Create an opt-in”.

Create optins

You can now customize the opt-in itself, as it will appear in Qualifio campaigns.

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You can add a description, a logo, etc. This is all part of the look and feel of the campaign. More information about opt-ins.

The part relevant to the integration however, is the ‘Mapping variable’ setting : from the dropdown, select the previously created variable and match it with the proper opt-in.

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Step 4 – Create a push rule

After completing the integration, the push rule is what triggers the integration and pushes the data to Actito.

Go back to the ‘Integration’ section and select ‘Push rules’.

Push rules

You have 2 options:

  1. Set up a push rule for all campaigns (including anonymous or not): from the dropdown, select the name of your integration, that you defined at Step 1.
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    All campaigns will be pushed to Actito (this is the recommended option).

Set push

  1. Or you can configure the push rule at website, master form or campaign level. In this case, only a subset of your Qualifio assets will trigger the data pushes to Actito.
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This requires more maintenance as for example, configuring the rule at campaign level would force you to add a new push rule parameter for each new campaign created in Qualifio.

specific push

Step 5 - Using the integration in a campaign

The set-up being complete, the data from your Qualifio campaigns can now be synchronized with Actito.

At the ‘Forms’ step of the creation of a Qualifio campaign:

  • All ‘Identification’ questions can be selected and are automatically synchronized with the ‘Standard participant parameters’ of your Actito form.

identification questions

  • You can add one or more optins to the form, to feed the subscriptions of the Actito DB.

optin

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The mapping variable that makes the link between the Qualifio optin and the Actito subscription is made at step 4, and can’t be configured directly in the Form.