Integrate Onvocado with Moosend: A Step-by-Step Guide

Enhance your marketing process by connecting Onvocado with Moosend. Seamlessly sync customer data, automate email campaigns, and leverage Moosend’s advanced marketing tools directly within Onvocado.

Written by Onvocado Staff |
February 04, 2025

Before diving into the Onvocado and Moosend integration steps, let’s explore why connecting these two powerful platforms can transform your business:

Automated Workflows for Efficiency

Simplify your marketing and sales processes by automating repetitive tasks. Once integrated, Onvocado and Moosend can work together to create efficient workflows, reducing manual effort and freeing up your team to focus on strategic tasks.

Enhanced Customer Segmentation

Leverage Moosend’s robust segmentation capabilities to categorize your audience more effectively. By pulling in data from Onvocado, you can create refined customer segments and deliver more targeted marketing campaigns.

Improved Communication Strategies

Send personalized email campaigns tailored to your audience’s behavior and preferences. Analyzing customer interactions through the Onvocado-Moosend integration ensures your messaging resonates and drives higher engagement.

Prerequisites

Before You Begin, Ensure You Have the Following:

Active Accounts:

An active Onvocado account.
An active Moosend account.

API Credentials:

Your Moosend API Key.

To find your API Key, go to the Moosend "Settings" > "API Key" menu:

In the "API Key" section click on “Generate New API Key”. In the newly opened dialog, give your key a name and click "Create" to generate the token.

Copy the generated key to your clipboard.

Step-by-Step Integration Guide

1. Log into Your Onvocado Account

2. Navigate to the Integrations Section

Once in the settings:

Locate the Integrations Tab:
- Once in your campaign's "Publish" page, scroll to the the integrations menu, find and click on the "Browse More Integrations" button:
Select Moosend:
- From the list of available integrations, select "Moosend". This will open the Moosend integration form where you'll input your credentials and configure settings.

3. Access the Moosend Integration Form

On the Moosend integration sidebar, you'll be presented with a form designed to capture all necessary information for a successful connection.
Note: Further details on how to retrieve Moosend API credentials can be found in this article.

a. Integration Name

Field: Integration Name
Description: Provide a name for this integration. This helps in identifying the integration, especially if you have multiple integrations set up.
Action: leave default or enter a descriptive name.

b. Enter Your Moosend Personal Access Token and click "Save"

Field: Personal Access Token
Description: The "personal access token" is a unique identifier that allows Onvocado to communicate securely with Moosend.

d. Select a Moosend List (optional)

Field: Moosend List
Description: Choose the specific contact list from Moosend where you want to sync your Onvocado leads.
Action: Select the desired list from the dropdown menu.

4. Configure Field Mapping

Mapping your internal Onvocado fields to Moosend fields ensures that data is correctly transferred and utilized in your marketing campaigns.

a. Internal Field

Description: These are the labels of the form elements used in your Onvocado widget.
Action: Review the list of internal fields displayed on the left side of the mapping section.

b. External Field

Description: These are the corresponding field names in Moosend where the data will be sent.
Action: For each internal field, select the appropriate Moosend field from the dropdown on the right.

Important: Ensure that the external "email" field is mapped and marked as active since it's mandatory for Moosend.

c. Activate All Fields (Optional)

Feature: All Fields Active Checkbox
Description: Toggles the activation state of all field mappings.
Action: Use this checkbox to quickly activate or deactivate all mappings based on your preference.

5. Save and Activate the Integration

After configuring all necessary fields:

Review Your Settings:
- Ensure that all required fields are filled out correctly.
- Verify that the Email field is mapped and active.
Save Changes:
- Click the "Done" button to save and activate the integration.
Confirmation:
- A success message, such as "Save successful!", will appear, indicating that the integration has been successfully set up.

6. Test the Integration

To ensure that everything is working as expected:

Add a Test Lead:
- Create a new lead using an Onvocado widget.
Verify in Moosend:
- Log into Moosend and check if the new lead appears in the selected list with the correct data mapped.
Troubleshoot if Necessary:
- If the lead doesn't appear or data is mismatched, revisit the integration settings to ensure that all fields are correctly mapped and that the API credentials are accurate.

Tips for a Smooth Integration

Secure Your Personal Access Token:
Treat your Personal Access Token as confidential. Never share it publicly or expose it in unsecured environments to protect your data.
Regularly Update Credentials:
If you regenerate your Moosend Personal Access Token, promptly update it in Onvocado to avoid integration disruptions and maintain seamless functionality.
Leverage Moosend’s Features:
Once integrated, take full advantage of Moosend’s automation and segmentation tools to optimize your marketing strategies and achieve better results.

Conclusion

By connecting Onvocado with Moosend, you unlock the full potential of your marketing strategy. Automate data synchronization and leverage Moosend’s advanced email marketing and CRM tools to boost customer engagement, streamline workflows, and drive impactful business outcomes. This step-by-step guide ensures a smooth integration setup, so you can start optimizing your campaigns right away.

Have any questions or need assistance? Reach out to our support team for expert help.