Connecting ConvertKit on Oviond

Introduction

Connecting ConvertKit to Oviond enables seamless integration of your email marketing data. This guide covers the permissions required, the connection process, limitations, and how to handle potential errors.

Prerequisites

• Ensure you have an Oviond account and administrative access.

• You need the login credentials for ConvertKit, an API Key, and an API Secret.

Step-by-Step Instructions

Follow these steps to find the API Keys:

1. Sign into ConvertKit and click on the Account icon at the top right.

2. Select Settings from the drop-down menu.

3. Select Advanced in the Settings menu on the left.

4. Your API Key and API Secret is available under the heading API.

Connecting ConvertKit to Oviond

Steps to follow to connect ConvertKit as an integration on Oviond:

1. Open Oviond and navigate to the client you wish to connect ConvertKit to.

2. Select Project or Start a New Project

   • Select the project you want to work on or start a new project.

   • If starting a new project, it will automatically open in the Workspace Editor.

3. Access the Project Workspace Editor

   • Click 'Edit' to access the Project Workspace Editor if you are working on an existing project.

4. In the action sidebar menu on the right, select Data Sources.

5. Select ConvertKit.

6. Create a profile and name it to help identify this integration.

7. Enter the API Key and API Secret and click 'Save'.

8. An authentication pop-up will appear (The first authenticated account will automatically be called "Default ConvertKit Account").

Reconnecting ConvertKit to Oviond

If you get this error message on your report:

Please follow these steps:

1. Click on the refresh button in the widget or next to the date selector in the project.

   if the widgets still don't load data

2. Click on 'Connect' in the widget and make sure you have connected the correct ConvertKit account. You will need to add a new authenticated account and make sure you have used the correct API key.

If you have followed these steps and are still experiencing issues with ConvertKit on Oviond, please contact support.

Summary

By following these steps, you can successfully connect ConvertKit to Oviond, allowing for seamless email marketing data integration and effective campaign management.

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