The integration allows you to automatically send BotHelp person data to GetCourse via the “Action” block in the flow constructor, as well as in other profile entities, where you can add an action from a standard list (automation, buttons in broadcasting and sequences, and others). Based on this data, a new person will be created or an existing person will be updated in the GetCourse database.
IMPORTANT! To integrate on the GetCourse side, you have to have a paid plan.
Work features
- The following person data is transmitted from BotHelp to GetCourse:
- Email, phone, first name, last name are transmitted by default.
- If a person in BotHelp has neither email nor phone number, their data will not be transmitted to GetCourse.
- Additional custom fields, including the CUser ID system field, are transmitted if you set up their transmission.
- The person in the GetCourse database is identified by email or phone.
- If GetCourse receives an email and a phone number, the person will be identified in the GetCourse database primarily by email.
- If there is no person in the GetCourse database with the email or the phone number received from BotHelp, a new person will be created.
- If there is already a person in the GetCourse database with an email or phone number received from BotHelp, the person’s data will be updated.
- Updating the data of an existing person can be disabled in the BotHelp settings.
- A new person in the GetCourse database is created with the “In the database” status.
Setting up GetCourse
To set up integration in the BotHelp profile, you have to specify the secret key and Account name of your GetCourse profile. To do this, follow the link: http://YOUR_ACCOUNT.getcourse.ru/saas/account/api
Instead of the text YOUR_ACCOUNT, you have to specify the name of your account in GetCourse. For example:
http://mygcaccount.getcourse.ru/saas/account/api
If you have your own domain connected to your GetCourse account, then follow the link:http://YOUR_DOMAIN.ru/saas/account/api
Instead of the text YOUR_DOMAIN, you have to specify your domain connected to the GetCourse account. For example:
http://mygcdomen.ru/saas/account/api
To set up the integration, you will need the values of the “Account name” and “Your secret key” fields.
Setting up BotHelp
Setting up Integration
1. Go to the “Integration” subsection in your profile settings.
2. Find the “GetCourse” block from the list of integrations and click Add Integration.
3. In the window that pops up, enter the Account name and API secret key, the values of which you copied earlier in the GetCourse profile settings.
- IMPORTANT! You are to specify the exact value from the Account name field from the page where you earlier received your secret key. If you just specify the website domain or the name of the profile, the integration will not work.
4. Click Save. That’s it — integration with GetCourse is enabled.
Setting up data transmission
1. Go to the flow constructor and add the “Action” block.
2. In the list of actions, select “Send Person Data to GetCourse”.
3. Set up the action:
- By default, email and phone numbers are transmitted. You don’t have to configure anything else. The first and last name can be passed from the specified fields to BotHelp. If this is not done, they will also be transferred automatically.
- The “Update if available” checkbox.
- If the checkbox is active, the data of an existing person in the GetCourse database will be overwritten with data from BotHelp.
- If the checkbox is disabled, the data of an existing person in the GetCourse database will not be overwritten with data from BotHelp.
- If the person with the specified email or phone number is not in the GetCourse database, a new person will be created — the value of the checkbox will not affect this.
- Add custom fields to send to GetCourse.
- To add a custom field, the value of which has to be transmitted to GetCourse, click “Add Field”.
- In the fields that appear, select two fields: 1) the person field in BotHelp, the value of which will be transmitted to GetCourse; 2) the person field in GetCourse, where the value received from BotHelp will be recorded.
- IMPORTANT! The types for the field pairs have to be the same (both fields are numeric, text, or date), otherwise the data will not be transmitted.
- Click Save and Close.
4. It’s done! Now the data of the person who gets to this step of the flow will be automatically transmitted to GetCourse.
The logic of how person data is transmitted to GetCourse through actions in broadcasting, sequences, and automation is the same as in the flow constructor.
If you haven’t found the answer to your question, contact us in the chat in your profile or email [email protected]😃
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