EMS DETAILS.
HOW TO FIND ALL RELEVANT EMAIL MANAGEMENT SYSTEM DETAILS.
As part of our onboarding process, you must locate and provide a handful of contexualized details from your email management system. Below we’re going to document how to find each detail for the primary EMS’ used by our clients. If you do not use any of the systems listed below and need support, please email us here.
KLAVIYO
DETAILS NEEDED: “LIST ID”
*If you’d like to keep EchoReach data isolated from your current database, create a new list.HOW TO FIND: Tutorial here.
HUBSPOT
DETAILS NEEDED: “LIST NAME”
*If you’d like to keep EchoReach data isolated from your current database, create a new list.HOW TO FIND: Tutorial here.
ACTIVE CAMPAIGN
DETAILS NEEDED: “TAG ID”
*If you’d like to keep EchoReach data isolated from your current database, create a new tag.HOW TO FIND: Tutorial here.
SALESFORCE
DETAILS NEEDED: “List ID”
*If you’d like to keep EchoReach data isolated from your current database, create a new list.HOW TO FIND: Tutorial here.
MAILCHIMP
DETAILS NEEDED: “Audience ID” & “Tag Name”
*If you’d like to keep EchoReach data isolated from your current database, create a new audience & tag.HOW TO FIND: Audience ID tutorial here. | Tag Name tutorial here.
CONVERTKIT
DETAILS NEEDED: “Sequence ID” & “Tag Name”
*If you’d like to keep EchoReach data isolated from your current database, create a new sequence & tag.HOW TO FIND: Sequence ID tutorial here. | Tag Name Tutorial here.
HIGH LEVEL
DETAILS NEEDED: “Pipeline ID” & “Stage ID”
*If you’d like to keep EchoReach data isolated from your current database, create a new pipeline & stage.HOW TO FIND: Pipeline & Stage ID tutorial.
INSTANTLY
DETAILS NEEDED: “Campaign Name”
HOW TO FIND: Campaign Name tutorial.