SmartReach.io

The SmartReach.io modules allow you to watch, create, update, retrieve, and delete the prospects, campaigns, and emails in your SmartReach.io account.

Getting Started with SmartReach.io

Prerequisites

  • A SmartReach.io account

In order to use SmartReach.io with Make, it is necessary to have a SmartReach.io account. If you do not have one, you can create a SmartReach.io account at app.smartreach.io/register.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting SmartReach.io to Make

To connect your SmartReach.io account to Make you need to obtain the API Key from your SmartReach.io account and insert it in the Create a connection dialog in the Make module.

  1. Log in to your SmartReach.io account and open your Dashboard.

  2. Click Settings > Admin and Settings > Integrations.

    61f27a2aba05f.gif
  3. Copy the API Key to your clipboard.

    61f27a2d151d9.png
  4. Go to Make and open the SmartReach.io module's Create a connection dialog.

    61f27a2e149b3.gif
  5. In the Connection name field, enter a name for the connection.

  6. In the API Key field, enter the API key copied in step 3 and click Continue.

The connection has been established.

Prospect

Triggers when the prospect opt-out/unsubscribe.

Webhook Name

Enter the name of the webhook.

Connection

Establish a connection to your SmartReach.io account.

See the Connecting to SmartReach.io Webhook using Maketo add the webhook in your SmartReach.io account.

Triggers when a prospect is marked as completed in a campaign.

Webhook Name

Enter the name of the webhook.

Connection

Establish a connection to your SmartReach.io account.

See the Connecting to SmartReach.io Webhook using Maketo add the webhook in your SmartReach.io account.

Retrieves a list of prospects.

Connection

Establish a connection to your SmartReach.io account.

Limit

Set the maximum number of prospects Make should return during one scenario execution cycle.

Creates a new prospect.

Connection

Establish a connection to your SmartReach.io account.

Email

Enter the email address of the prospect.

First Name

Enter the first name of the prospect.

Last Name

Enter the last name of the prospect.

City

Enter the prospect's city name.

Company

Enter the prospect's company name to which he belongs to.

Country

Enter the prospect's country name.

State

Enter the prospect's state name.

List

Enter the name of the list in which the prospect will be added.

Timezone

Select the timezone of the prospect.

Custom Fields

Add the custom fields and set their values.

Campaign

Retrieves all campaigns.

Connection

Establish a connection to your SmartReach.io account.

Limit

Set the maximum number of campaigns Make should return during one scenario execution cycle.

Email

Triggers when an email is sent.

Webhook Name

Enter the name of the webhook.

Connection

Establish a connection to your SmartReach.io account.

See the Connecting to SmartReach.io Webhook using Maketo add the webhook in your SmartReach.io account.

Triggers when an email is opened.

Webhook Name

Enter the name of the webhook.

Connection

Establish a connection to your SmartReach.io account.

See the Connecting to SmartReach.io Webhook using Maketo add the webhook in your SmartReach.io account.

Triggers when an email is marked as invalid.

Webhook Name

Enter the name of the webhook.

Connection

Establish a connection to your SmartReach.io account.

Triggers when a new reply (from a prospect) is found.

Webhook Name

Enter the name of the webhook.

Connection

Establish a connection to your SmartReach.io account.

See the Connecting to SmartReach.io Webhook using Maketo add the webhook in your SmartReach.io account.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your SmartReach.io account.

URL

Enter a path relative to https://api.smartreach.io/api. For example: /v1/prospects

Note

For the list of available endpoints, refer to the SmartReach.io API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

The following API call returns all the campaigns from your SmartReach.io account:

URL:/v1/campaigns

Method:GET

61f27a304406e.png

Matches of the search can be found in the module's Output under Bundle > Body > data.

In our example, 2 campaigns were returned:

61f27a314c70a.png

Connecting to a SmartReach.io Webhook using Make

  1. Open any Watch module, enter the details as mentioned in the respective module, and copy the address to your clipboard.

    61f27a3265698.gif
  2. Login to your SmartReach.io account, click Settings > Team Settings > Webhook Settings > Create your first webhook/Add new webhook.

    61f27a34b7e26.gif
  3. Enter the URL address copied in step 1 and click Continue.

    61f27a3724497.png
  4. Select events you want to watch and click Start webhook to receive the alerts.

    61f27a382f29b.gif