OttoKit: Encharge Integration Guide

Are you using Encharge for your marketing tasks?

If you are, you probably know it helps with things like sending emails campaigns and managing your leads and customers.

While Encharge is super helpful, it also brings some tasks that are kind of boring and repetitive. Like updating contact details when people ask, or adding tags to contacts based on their activities.

But guess what?

There’s a way to handle these boring tasks and without you having to perform these tasks manually!

The trick is using OttoKit!

OttoKit is an automation tool that helps you connect different apps and WordPress plugins together with Encharge.

It helps you create automation workflows to perform tasks automatically.

For example, you can set it up so that when someone fills out a Google Form, their info gets added to your Encharge account.

That’s just one example. You can connect lots of other apps to Encharge and automate tasks.

If this sounds interesting, this article is perfect for you. We’ll explain everything about using OttoKit with Encharge, starting from the basics.

Let’s begin!

What is Encharge

Encharge is a customer relationship management (CRM) platform designed to help businesses manage their customer interactions, marketing campaigns, and sales processes.

It provides tools for automating marketing tasks, segmenting customers, sending targeted email campaigns, and analyzing campaign performance.

Encharge aims to assist businesses in creating personalized experiences for their customers and optimizing their marketing efforts.

What is OttoKit

OttoKit is an automation tool that helps you connect different apps and WordPress plugins with each other to automate processes.

With OttoKit, you can create automated workflows that perform action events in different apps when a trigger event happens in a specific app.

For example, you can set up a workflow to automatically add tags to contacts in Encharge when they fill out a form on your website or when a new sale is made with PayPal.

Encharge Related Tasks You Can Automate With OttoKit

The type and number of tasks that you can automate with OttoKit is vast. You can simply connect all the apps that you use and transfer data from one to another.

But to give an idea, here are some Encharge related tasks that you can automate with OttoKit:

• Create a person in Encharge via form submissions.
• Add tag to a person when they make a purchase from your ThriveCart store
• Remove tag from a person when they complete a course on your LMS tool

Now, remember these are just examples. You can do a lot more. Infact, you can easily create multi-step workflows to take actions in multiple apps at once.

How Does Automation Work in OttoKit

OttoKit works on the concept of triggers and actions.

Triggers are the events that start your workflow, such as a form being filled or an email being received.

While actions are the tasks that are performed when any trigger event is received. For example – Adding a tag in Encharge, or updating person information.

And one complete setup of triggers and actions that performs a task automatically is called a workflow. Example – Adding a person in Encharge, when they fill out a form.

Triggers and Actions Available for Encharge

Some of the actions available for Encharge in OttoKit are:

• Add Tag(s)
• Remove Tag(s)
• Search Person by Email
• Search Person by ID
• Unsubscribe Person
• Archive Person
• Add or Update Person

And by the way, we keep updating our list of triggers and actions based on your requirements.

How to Connect Encharge with OttoKit

It’s really easy to connect your Encharge account with OttoKit. Actually, connecting any app with OttoKit is pretty straightforward.

Just follow the steps in this video, and you’ll learn how to connect different apps with OttoKit. It’s as simple as that!

How to Create Encharge Workflows in OttoKit

Once you connect your Encharge account with your OttoKit account, you’re ready to create automated workflows.

You can take actions in any other app when different events happen in your Encharge account or take actions in your Encharge account when events happen in any other app.

We have this article to help you understand how to make workflows in OttoKit. It explains everything about creating and managing workflows.

Once ready, you can automate repeating Encharge-related tasks with OttoKit and put your time into more important work like building strategies to grow your business.

And if you need any help or have questions, our team is just a message away.