Integrating Service Autopilot with Clicki (Add Promoters)

Overview

This guide will walk you through the process of integrating Service Autopilot with Clicki to automatically add customers to your referral campaigns. Since Service Autopilot does not have a public API, we have developed an efficient workaround that utilizes email automation.

Step-by-Step Instructions

Step 1: Setting up the Vendor in Service Autopilot

1. Log in to your Service Autopilot account using a master login.

2. Navigate to the Team section and click on Vendors.

3. Click on Add Vendor.

4. For the Vendor Name, you can use any name you'd like. In this example, we will name the vendor:

   • First Name: Ad Promoter

   • Last Name: Clicki

5. The email field is critical. Enter the following email:

   • addpromoter@process.clicki.io

   This email will act as a bridge between Service Autopilot and Clicki, simulating an API connection.

6. Select Contractor as the Vendor Type and click Save.

Step 2: Creating the Automation in Service Autopilot

Now that you've set up the vendor, you can create an automation to add customers to Clicki campaigns.

1. Navigate to Automations within Service Autopilot.

2. Create a new automation or modify an existing one. For this example, we'll use an automation called Clicki Feed.

3. Define the trigger for the automation. In this case, it triggers two days after a lead converts to a client.

4. Set up the email action. In this step, we will send the necessary information to Clicki via the email address (adpromoter@process.clicki.io).

5. For the Recipient, select the Vendor you created earlier (Ad Promoter Clicki).

6. The Subject of the email is not important, but the Body is crucial as it contains the dynamic data that Clicki needs.

Step 3: Structuring the Email Body

The email body must follow a specific format to work properly. Here’s an example of the structure:

companyID: 5007922a-0d87-4f8d-b151-a289658222f6
campaignID: 742b3e32-13aa-4e35-916a-76554c5c1ce9
promoterFirstName: Erik
promoterLastName: Alburg
promoterEmail: erik.alburg@gmail.com
promoterphone: 616-329-5025

How to Get Your Company ID and Campaign ID:

• Company ID: If you do not know your Company ID, please contact Clicki support, and they will provide it to you. Soon, it will be visible in your Clicki dashboard.

• Campaign ID: To find your Campaign ID, go to your Clicki dashboard, navigate to the campaign you want, and copy the ID from the URL (after campaign/).

Step 4: Mapping Client Data

Once the basic email structure is set, map the customer data to the appropriate placeholders:

Example Data

companyID: 80839cc1-91b7-4f5e-a7b4-70a00b26270c

campaignID: 682d085c-5650-480e-861e-627f6d577c08

referralFirstName: [clientfname]

referralLastName: [clientlname]

referralEmail: [clientemail]

referralphone: [clientcphone]

Step 5: Saving and Activating the Automation

1. Once you’ve entered all the details, click Save Event.

2. Your automation is now live. Every time a lead converts to a client, the system will wait two days and then automatically add the new client to the selected Clicki campaign.

Recap

You’ve now successfully integrated Service Autopilot with Clicki, allowing for automatic customer onboarding into referral campaigns. This automation ensures a seamless flow from lead conversion to campaign enrollment.

Next Steps

For further automation, such as auto-approving referral reward bonuses, stay tuned for the next part of this guide.