Email Integration

In order to increase the effectiveness of your email communication, Summit Evergreen provides email integration (sent through Mailgun) with Aweber, MailChimp and Infusionsoft. This integration gives you tools such as the ability to add users to lists upon their purchase of your product or to tag users upon their purchase of your product. To set up email integration, do the following:

  • In the left navigation menu, select “Settings”, then “Apps”
  • In the left pane, select the system you’d like to use for your email integration (Aweber, MailChimp, or Infusionsoft)
  • This will bring up a page in the right pane that provides email integration details for your chosen system – fill out the required fields (if any) in this pane, then hit “Save” in the lower right corner

Email Integration Settings Screen

  • In the left navigation menu, select “Structure”, then “Tiers”
  • In the left pane, choose the tier for which you’d like to set up email integration
  • This will bring up a page in the right pane that provides tier details
  • In this page, scroll down to “CRM” – in the dropdown box, select the system you’d like to have your emails integrate with
  • In the “Mailing List” box, enter the name of the mailing list associated with your CRM that you’d like to use
  • Hit “Save” in the lower right corner

Email Integration Tier Screen

 

 

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