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How to integrate and sync email templates with iContact
How to integrate and sync email templates with iContact

Learn how to integrate and sync email templates with iContact

Gergely Nagy avatar
Written by Gergely Nagy
Updated over 2 months ago

Connecting iContact with your Chamaileon account allows you to streamline your email marketing workflow, enabling seamless syncing of email designs and content.

This integration will directly link email templates in Chamaileon to an iContact campaign.

When the design or content is updated in Chamaileon and the Sync button is pressed, the campaign design will automatically update in iContact.

This guide will walk you through the integration process step-by-step, covering everything you need to know to get started.

Prerequisites

Before you begin the process, make sure you have:

  • An active Chamaileon account with Administrator or Content Manager access.

  • Access to your iContact account with the necessary permissions (e.g., Admin access).

  • The following iContact credentials, which you will obtain during the integration setup:

    • Application ID

    • Username

    • Password

    • Account ID

Step-by-Step Integration Setup Process

Step 1: Access Integration Settings in Chamaileon

  1. Log in to your Chamaileon account.

  2. Navigate to the Workspace settings and select the "Integrations" tab.

  3. Choose "iContact" from the list of available integrations.

Step 2: Obtain Credentials from iContact

  1. Log in to your iContact account.

  2. Navigate to the API settings or integration section (the specific location may vary depending on the platform).

  3. Obtain the following credentials required for the integration:

    • Application ID

    • Username

    • Password

    • Account ID

    • Note: Make sure you have the correct user permissions to access these credentials.

  4. Copy the credentials and return to Chamaileon.

Step 3: Authorize iContact with Chamaileon

  1. In the Chamaileon integration setup for iContact, create a new Variation. Each variation serves as a distinct account connection, allowing you to sync emails from one Chamaileon account to multiple iContact accounts.

  2. Name the integration variation and click “Auth.”

  3. Enter the Application ID, Username, Password, and Account ID you obtained from iContact to complete the authorization.

Testing the Integration

  1. To test the integration, try syncing a sample email template from Chamaileon to iContact.

  2. Check your iContact account to verify that the campaign has been successfully imported.

    • If the export is successful, you’re all set!

Sync Email Designs with iContact

  1. From the email dashboard, click the "Sync" button in the email's menu.

    1. Choose "iContact" from the options list.

    2. Customize your email campaign's settings, such as the subject line, preview text, campaign selection, and message type (normal or confirmation) before clicking "Sync."

Data Sync Details

The integration will sync the following data between Chamaileon and iContact:

  • Subject: The email's subject line.

  • Preview Text: The preview text displayed in the recipient's inbox.

  • Campaign: Choose from the list of existing campaigns. Note that you need to create the campaign in iContact before syncing.

  • Message Type: Select between "Normal" or "Confirmation" based on the type of email you are sending.

Attention!

  • Avoid editing the code directly in iContact, as its editor might alter the email HTML code, potentially causing size or rendering issues. Use Chamaileon’s visual editor interface for any changes and the Sync button to update the design.

  • Syncing one template to multiple iContact accounts is possible using Integration Variations, so avoid manually copying and pasting HTML.


Handling API Limits and Security Considerations

  • API Limits: iContact may impose API call limits. Refer to iContact’s documentation to ensure you stay within these limits.

  • Security: Keep your Application ID, Username, Password, and Account ID secure. If you suspect they have been compromised, regenerate or update the credentials in your iContact account.

Troubleshooting and Known Limitations

  • Common Issues:

    • If the connection fails, double-check that the credentials (Application ID, Username, Password, and Account ID) are correctly copied and have the necessary permissions.

    • Ensure that your iContact account has the correct access level for integration.

  • Known Limitations:

    • This integration supports syncing only email templates and campaigns.

    • Supported file types and character limits depend on iContact’s specifications.

  • Notifications: Chamaileon will notify you in case of integration issues, such as failed syncs.

Disconnecting or Removing the Integration

  1. To safely disconnect or remove the iContact integration, go to the “Integrations” section in Chamaileon Workspace settings.

  2. Click on the iContact card, select the desired variation, and click the red "Delete Variation" button.

  3. Remember to remove access/authorization credentials from iContact as well.


Conclusion

You have now successfully integrated iContact with your Chamaileon account! This integration will enhance your email marketing process by allowing seamless exports and efficient content management. If you have any questions or encounter issues, please refer to our support documentation or contact our support team.

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