How do I integrate Rapidmail into my QR Code account?

You can use different integrations to connect your account with other systems like CRM- and marketing systems for you to be able to exchange data automatically.

This post contains technical details like generating API users. Please get in touch with an IT expert on your end to help you setting it up if you get stuck.

Integration typically involves linking different software applications, services, or systems together, enabling smooth interaction and functionality.

For instance, integrating a customer relationship management (CRM) system with an email marketing platform allows customer data to sync automatically, enabling targeted email campaigns based on user activity.

An integration is based on a combination of 

1. a Trigger Event you want to react to. A trigger can, for example, be a new lead that submits his contact data on a Lead Form or a Digital Business Card,
2. a Service you want some action to be taken in e.g. Rapidmail and
3. a Use Case you want to be performed within the service if the trigger event has happened e.g. create a new contact.

First, log into your Rapidmail account, click on your avatar (top right corner of the page) and hit API.

Scroll down and click Add a new API user.

Enter a description and click Save.

Copy the username and password. Afterwards, you can paste it into a Notepad (Windows) or TextEdit (Mac) so you don't loose it by accident. We will need it later.

You can always return to this page if you loose your API credentials.

Since we now have an API user , we can continue to set up the integration in your account.

Click Connect to Rapidmail.

Now it is time to fill out the integration form. First, choose a Name that you want to use. This will be shown later in your list of integrations. So, pick something that makes sense for you to easily find it again.

Choose a Trigger event to start your integration. In our example, we choose New Lead from your Digital Business Cards. This trigger is fired when a user exchanges his contact data on a Digital Business Card with the two-way contact sharing feature.

If you want, you can filter the trigger, so the integration workflow is only executed on a set of chosen Business Cards.

This becomes handy when you want to connect one card to Rapidmail and another card to a different service like Salesforce or to another Rapidmail account.

If you don't enter anything into the filter field, then the integration workflow will be triggered by all Digital Business Cards.

Next, we need to choose a Use Case. A Use Case specifies which action should be taken in Rapidmail after the Trigger event has happened.

In our case, we chose Add Contact. So every time a new lead from a Digital Business Card is being generated it gets added as a contact in Rapidmail.

Now enter the API User credentials that you copied from Rapidmail into the form. This ensures that our QR Code Platform can connect to Rapidmail and perform the necessary Use Cases.

Next, click on the button Connect to save the Integration and test the connection.

Now a popup appears where you can select the Email List in Rapidmail to which your new contacts should be added.

If everything worked out fine, you will get a success message. If there was a problem, please double-check that you pasted the correct API token into the field.

Congratulations, you just configured a Rapidmail integration workflow!

Please be aware that for every combination of Trigger and Use Case you must create a separate integration workflow.

To know if the integration is working, perform the following test: Open a Digital Business Card and click on the button Exchange contact.

Then fill out the form and click on the button Send Business Card.

Now the magic happens and the contact John Doe is going to appear in Rapidmail a few moments later.

Congratulations, you've successfully set up a working Rapidmail integration!