How to Deduplicate Clientside & Serverside for the First Node

WARNING! It’s assumed you have an in-depth understanding of clientside, serverside tracking with deduplication. IMPORTANT! With this setup, you will need to add a ‘dummy’ node to the start of your decision tree. This can ADD latency because Node 1 has to load, fire GTM and fire pixels etc so please be sure to test […]

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How to use Google Sheet as a lookup table

Zipcode Lookup This method returns all row values associated with the zip code or any other data. It is useful for lookups when you need to retrieve the corresponding values. Step 1: Sign in to your Google account and access this google sheet link. https://docs.google.com/spreadsheets/d/1e8hYcRYIsu0bHY-445NKVB58nFxhS0mB2C9LRriJ_ik/edit?usp=sharing Step 2: Make a copy of the google sheet file […]

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How to Transfer Leads to Klaviyo

In this article you’ll learn how to transfer leads to Klaviyo using API node. Step 1: Add a custom field and name it {id} The custom field id is required for the next steps that we will be doing inside the API node. You can check this KB article for more information on How to […]

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How to Pass your Decision Tree Tags via API or Webhook

Introduction You can now send all your Decision Tree Tags via API or Webhook You can use {_lead_tags} for sending them as a string with comma separated tag values or you can also use {_lead_tags_array} to send them as an array. NOTE: {_lead_tags_array} should not be enclosed with ” ” as it needs to be […]

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Sending your Leads to Zoho CRM and Zoho Campaigns

NOTE: Make sure you specify the corresponding domain you have with Zoho on your request URLS. Example: If you have an account under .com.au then you will include that as well on your Request URL. Generating your Self Client API Go to https://accounts.zoho.com/signin?servicename=AaaServer&serviceurl=%2Fdeveloperconsole and log in using your Zoho account credentials. Click add new client […]

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How to Get a New Lead Notification in Slack?

Introduction In this article, you will learn how to get a new lead notification in Slack using the Incoming Webhook app. Generate your Slack webhook URL Step 1: Go to https://slack.com/apps/A0F7XDUAZ-incoming-webhooks?tab=more_info then click the Add to Slack button (Sign in to Slack if you are not logged in). Step 2: Under the Post to Channel, […]

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Postcodes.io API Integration

Please Note: This article is provided for your convenience and to make it easy to implement based on our limited experience and testing.  Ideally, you should work with your developer.  Our standard free support does not extend to custom scripts and coding. Postcodes.io is a postcode & geolocation API for the UK Postcode Lookup Video […]

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How to Send Node-Level API Requests Using JavaScript

PLEASE NOTE: This script is provided to help you get started. Unfortunately, our free support does not include custom scripts. Any competent JS developer should be able to manipulate this script for your needs. Please contact us if you need help to find a developer. Please thoroughly test before use. Introduction: Step-by-Step Instructions: Step 1: […]

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