Contents

Overview

EX.CO integrations allow you to pass analytics, performance, and experience events into a third party platform.

For example, you can integrate our experience data with Google Analytics to get a complete picture of how an EX.CO experience affects your site performance. Our EX.CO forms can also be integrated with your email marketing platform, making it simple to create different forms relating to different user answers and more.

If you understand HTML and prefer to code something yourself, we also make it simple to create a custom code that can be integrated with a platform of your choice.

How do I do it?

  1. Open/edit your experience to apply integrations.

  2. Select Integrate from the top menu. Here, on the left side of the screen, you will see a list of the partners EX.CO is currently working with. Simply select the vendor of your choice and follow the simple setup process.

You can choose to apply integrations on a general event, such as an experience load, or a more detailed event, such as a specific user response in the journey.

CRM platforms

When integrating with your CRM platform, such as Salesforce or Zendesk, you are able to automatically create new customer profiles. These are based on a user’s interactions with EX.CO experiences, providing a wealth of rich data on their preferences. You'll also be able to create actionable segments and contact your audience in a more personalized way.

Example: If your user selects the answer on a poll which indicates that they're struggling with X problem, you can reach out to them with your product's solution to that problem.

However, this integration won't let you enrich existing audience data unless you ask users to supply a unique identifier (customer ID, user email) in an EX.CO leadform.

If you want to enrich existing audience data without asking for a unique identifier you will need to use the Events Bridge mechanism.

Google and Meta (Facebook) Tracking

You can use this integration function to share a user's EX.CO experience activity with Google Analytics or Meta Pixel (Facebook) to better measure and analyze particular interactions. For example, you can share the answers a user selected from a particular question within an EX.CO experience.

To do so, you will first need to choose the specific event you want to use as a trigger, then add a HTML pixel script (including the UA number). You will need to have a basic understanding of Google or Meta pixels to do this.

Configuring the integration

  1. Edit/Open your EX.CO experience and click Integrate.

  2. Select Google Analytics or Facebook Pixel and then click Add Integration.

  3. Enter an event name. This can be anything you like.

  4. Now select the relevant components from your EX.CO experience that you want to track. (For example, when a user selects answer 1 on question number 1 in their experience): 

  5. Enter the Pixel script that will be triggered during the event you've selected in the previous step:

  6. That's it! You will now be able to view item engagement activities in your analytics tool, and add more privacy-safe data points such as devices, and geo location etc. However, no personal information, such as device ID will be possible.

Custom code

The custom code feature is a powerful tool which enables creators to run their own scripts based on user interaction with their content.

EX.CO experiences are made up of lots of different actions or touch-points, all of which can be monitored or used to trigger your own script when they are embedded on your website. 

This functionality can be used for:

  • Social media tracking pixels (Create hyper-specific audience segments from the way your readers interact with content like personality quizzes and polls).
  • Trigger pop-ups or calls-to-action.
  • Deliver prizes or discount codes to users who have answered a question correctly.

How to set-up a custom code

  1. Edit/Open your EX.CO experience and click Integrate.

  2. Select Custom Code and then Add Integration.

  3. Add a name for your custom code.

  4. Select the relevant components from your experience that you want to trigger your custom script.

  5. You can choose between general item events (actions such as item loads, engagement, or closed experiences), or from events that are specific to the content you've created, like a question or answer, as illustrated here:

  6. Paste your custom code using HTML. If you try to enter plain text or anything else, this will prompt an error message:

  7. This is an optional step. You are able to select URLs which you do or don't want to trigger the code:

  8. You can now add further codes, or click Finish to activate:

Here's an example of a custom code we've connected to Facebook

Here's the EX.CO experience question we'd like to trigger:

This is what we've called the Custom Code:

Here we select the correct trigger question from the experience:

And, add the custom code we want to activate:

Here's what the result will look like in Facebook's dashboard:

Email Integrations / Marketing Automation

Using platforms such as Hubspot or Klaviyo, and depending on how users interact with your EX.CO experience, you can use this Integration option to enable better segmentation. Collect leads, and trigger emails, chats or SMS messages for any criteria you define.

Example: If a user submits a lead form from an EX.CO experience, that lead’s contact details can automatically be generated as a new entry in your marketing automation platform.

From there, you can better understand your audience personas, segment those new leads, and send more relevant marketing communications.

Another useful example of this integration is for an event invite built on the EX.CO Platform. All RSVPs would automatically be connected to your marketing automation platform, so that your teams are able to send out reminder emails and event links to appropriate leads.

HubSpot integration

By integrating with HubSpot, you're able to enrich your contact database with a variety of data. For example, if a customer enters their details into an EX.CO form in one of your experiences, you are able to automatically add or update their details within HubSpot.

If the relevant EX.CO Form is part of an interactive experience that contains questions, your HubSpot contact will also contain the answers they have supplied so you can uncover a clearer picture of their interests or preferences.

Integrating your account

  1. Edit/Open your EX.CO experience and click Integrate.

  2. Select HubSpot and grant the permissions required.

  3. Once access is granted, select the HubSpot account you want to link from the drop-down menu.

Using the HubSpot integration

  1. Edit/Open your EX.CO experience and click Integrate.

  2. If you haven't already completed this step, select HubSpot and grant the permissions required.

  3. Select the account you wish to link from the drop-down list.

  4. Enter a name for the form you want to create within HubSpot.

  5. At this point you are able to connect the questions and answers users will provide in your experience with the contact properties to be automatically updated in HubSpot.

  6. That's it! You can now complete the integration by clicking Finish

Klaviyo Integration

Any contact data you collect through an EX.CO experience can automatically populate a Klaviyo form, which in turn helps you create micro segments for use in your future campaigns.

A Klaviyo integration will also allow you to serve relevant EX.CO experiences to targeted users arriving on your website from a Klaviyo campaign link.

Integrating your account

  1. Copy your Klaviyo public or private key from your Klaviyo dashboard.

  2. Edit/Open your EX.CO experience and click Integrate.

  3. Select Klaviyo, and enter your key in the dedicated field.

Once we verify your key is working properly, you’re all done. This step is only required once, so any form you wish to integrate in the future won't require you to repeat this process.

Integrating EX.CO’s experiences into Klaviyo

An EX.CO experience can help you collect useful data about your customers; which products they’re interested in, for example, any preferences or intentions, and more. Your customers will enter these details into a form in the EX.CO experience.

Once you've created your form

  1. In the menu bar, click Integrate.

  2. Select a Klaviyo list from the drop-down menu.

  3. Select the EX.CO form from the experience that you want to connect to that list. (Each experience can contain more than one form, so this step is important.)

  4. Select and connect which fields you wish to send to Klaviyo.

And, that's it! Data will be transferred between your accounts automatically.