{"id":3127,"date":"2021-02-17T14:59:33","date_gmt":"2021-02-17T14:59:33","guid":{"rendered":"https:\/\/obo.zoj.mybluehost.me\/uncategorized\/external-service-deliver-lead-via-formatted-email\/"},"modified":"2026-01-14T18:11:29","modified_gmt":"2026-01-14T18:11:29","slug":"external-service-deliver-lead-via-formatted-email","status":"publish","type":"post","link":"https:\/\/ioninteractive.com\/ionacademy\/external-service-deliver-lead-via-formatted-email\/","title":{"rendered":"External service: Deliver lead via formatted email"},"content":{"rendered":"<p>You can use a Formatted Email to deliver leads in real time to a specified address. This integration type gives you control over the email&#8217;s format and this document provides step-by-step instructions for set up.<\/p>\n<h3><strong>Before We Begin<\/strong><\/h3>\n<p>There are few items you&#8217;ll need to roundup prior to setting up the formatted email, listed below:<\/p>\n<ul>\n<li>Email address(es) that should be included on the distribution list<\/li>\n<li>Key names (labels used in the email for your data fields)<\/li>\n<li>Subject line of email<\/li>\n<\/ul>\n<p>There are a few steps to take in the ion platform before setting up the integration, listed below:<\/p>\n<ul>\n<li>Create data collection fields<\/li>\n<li>Create ion form(s)<\/li>\n<li>Set-up testing creative<\/li>\n<\/ul>\n<h3><strong>Let&#8217;s get started!<\/strong><\/h3>\n<h4><strong>1. Create field mapping<\/strong><\/h4>\n<p><em>Taking the steps below will map your ion data collection fields to their corresponding external field names. To get started, add your new field mapping:<\/em><\/p>\n<ol>\n<li>Click the Integrations tab in your ion console\u2019s side nav<\/li>\n<li>Click green \u201cNew field mapping\u201d button<\/li>\n<li>Label the field mapping and optionally add a description<\/li>\n<li>From the Integration type menu, select \u201cFormatted Email\u201d<\/li>\n<li>Save<\/li>\n<\/ol>\n<h4><strong>2. Add Outbound fields to field mapping<\/strong><\/h4>\n<p><em>Outbound fields define the data you include in the formatted email.<\/em><\/p>\n<ol>\n<li>Click the green \u201cNew outbound field\u201d button to add a field to your field mapping.\n<ul>\n<li>To add a form field, use the Data Collection drop-down menus to select the data field category then data collection field<\/li>\n<li>OR, to add an ion Core field, select from the Core Field drop-down menu<\/li>\n<li>OR, to export multiple ion fields to one external field, use the Mashup Field by plugging {% raw%} {{DataName}} {% endraw %} {% raw%} {{DataName2}} {% endraw %}, etc. into the editor<\/li>\n<li>OR, to reformat a value prior to export, use the JavaScript field to add logic around the value collected in ion. To access data collection fields via Javascript, use respondent.dataname.<\/li>\n<\/ul>\n<\/li>\n<li>Check &#8220;Required&#8221; if a value must be present for the export to run<\/li>\n<li>Optionally add a default value<\/li>\n<li>Enter the key name<\/li>\n<li>Repeat these steps for each field that should be included in the Field Mapping<\/li>\n<\/ol>\n<h4><strong>3. Create integration<\/strong><\/h4>\n<ol>\n<li>Navigate back to the Integrations screen<\/li>\n<li>Click Integrations tab<\/li>\n<li>Click green \u201cNew integration\u201d button<\/li>\n<li>Enter label<\/li>\n<li>Optionally add a description<\/li>\n<li>Select the Field Mapping you\u2019ve just created<\/li>\n<li>Enter the destination email address in the &#8220;Send email to&#8221; field<\/li>\n<li>Enter the email address you want to send the email from (must be a valid email address)<\/li>\n<li>Add the email subject line<\/li>\n<li>Select how your keys and values will be encapsulated<\/li>\n<li>Select the delimiter between your keys and values<\/li>\n<li>Select where space should be added around the separator<\/li>\n<li>Select if key\/value pairs should be in quotes<\/li>\n<li>Save<\/li>\n<\/ol>\n<h4><strong>4. Add integration to Ion pages<\/strong><\/h4>\n<p data-start=\"81\" data-end=\"317\">The ion platform runs integrations based on rules you create. Rules can be added to any actionable item in your ion creative and are most commonly configured at the form level, triggered upon form submission, or on an assessment step.<\/p>\n<p data-start=\"324\" data-end=\"733\">Integrations can also be added as <strong data-start=\"358\" data-end=\"372\">page rules<\/strong>, which is especially useful for quizzes, assessments, or calculators that require calculations. In these cases, the integration is used to export the final calculated result. When configured as a page rule, the <strong data-start=\"584\" data-end=\"603\">Run Integration<\/strong> rule must be the <strong data-start=\"621\" data-end=\"646\">last rule on the page<\/strong>, after all calculation rules have been executed, to ensure the correct data is passed.<\/p>\n<ol>\n<li>Navigate into the creative<\/li>\n<li>Click on the form, button or link you want to make the trigger to run your integration<\/li>\n<li>In Creative Studio, click on +rules<\/li>\n<li>Select the condition that needs to be met to run the integration\n<ul>\n<li>\u201cNo conditions required\u201d is typically used<\/li>\n<\/ul>\n<\/li>\n<li>Select \u201cRun integration\u201d as the action<\/li>\n<li>Save<\/li>\n<\/ol>\n<h4><strong>5. Test integration<\/strong><\/h4>\n<p>To test your integration, use the testing creative you set up prior to beginning the integration steps. Please note, integrations do not run in Preview Mode so you&#8217;ll want to open a URL for testing. The integration will run once you submit the ion form, or complete the action that runs the integration rule.<\/p>\n<h3><strong>Nice work!<\/strong><\/h3>\n<p>Once you\u2019ve completed these steps, your integration is ready for use. You can add the rule to run the integration on all applicable creatives.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>You can use a Formatted Email to deliver leads in real time to a specified address. This integration type gives you control over the email&#8217;s format and this document provides step-by-step instructions for set [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":6037,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"nf_dc_page":"","footnotes":""},"categories":[1598,43],"tags":[2149,2177,2178,2274],"class_list":["post-3127","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ion-integrations","category-the-publishing","tag-email","tag-field-mapping","tag-ion-integrations","tag-publishing"],"_links":{"self":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3127","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/comments?post=3127"}],"version-history":[{"count":2,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3127\/revisions"}],"predecessor-version":[{"id":8632,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/posts\/3127\/revisions\/8632"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media\/6037"}],"wp:attachment":[{"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/media?parent=3127"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/categories?post=3127"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ioninteractive.com\/ionacademy\/wp-json\/wp\/v2\/tags?post=3127"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}