Conversica

Use GrowthLoop audiences for Conversica leads.

Connect this destination to export audience membership as Conversica leads, for use in Conversica outreach.

This destination writes to your Conversica account and is a good fit when you want to:

  • Send email, first name, lead source, and source ID
  • Use the Conversica rep name and conversation ID for the export

This maps to GrowthLoop Audiences and Journeys:

Use it forAudiencesJourneys
Sending GrowthLoop audiences to Conversica as leads✓✓

Prerequisites

Make sure you have:

  • A Conversica account. If you do not have one, request a demo.
  • Your Conversica Username, Password, and Client ID.

Set up Conversica as a destination

  1. In GrowthLoop, click the Destinations tab on the left sidebar.
  2. Click New Destination in the top right corner.
  3. Search for Conversica and click Add Conversica.
Select Destination modal showing Conversica under Ads
  1. Enter the required information, then click Create.
Conversica destination setup form
FieldDescription
Destination NameName this destination in GrowthLoop. Use a name so your team recognizes its purpose, like "Conversica Leads".
Sync FrequencySet the default export frequency (for example, daily or weekly). You can override this setting for individual exports.
UserYour Conversica username.
PasswordYour Conversica password.
Client IdYour Conversica account ID.

GrowthLoop validates the connection. Conversica then appears in your list of connected destinations.

Conversica destination listed after a successful connection

Export to Conversica

From within GrowthLoop, export from an audience or from a journey Destination Node. See Export an audience or Build a journey if you need more information on these steps.

After building or selecting an audience, click Export, then search for Conversica. In a journey, add a Destination Node under Ads and select Conversica.

Journey Destination Node with export name, match fields, and personalization signals

Map contact identifiers

Map the required fields. Optional fields can improve the lead record in Conversica.

Match fieldRequired
Email AddressYes
First NameYes
Lead SourceYes
Source IDYes
Last NameNo
Phone NumberNo
Address / City / State / Country / Postal CodeNo
Lead Created DateNo

You can also map custom attributes from the audience or from the journey as additional fields.

Conversica match field mapping with email, first name, lead source, and source ID

Configure the export

This is where you set the campaign type and schedule for audience exports. On a journey Destination Node, you set timing on the journey canvas.

SettingAudience exportJourney Destination Node
Export NameDefaults to the audience name.Required. Enter a name so you can find the export in GrowthLoop and Conversica.
Campaign typeChoose a one-time or ongoing export.The journey schedule controls when the journey runs and contacts are sent to Conversica.
Rep NameRequired. Assign the Conversica sales representative for these records.Required. Assign the Conversica sales representative for these records.
Conversation IDRequired. Assign the Conversica contact list for these records.Required. Assign the Conversica contact list for these records.
ScheduleSet frequency, start date, end date, and days of the week.Users reach this node when the journey runs. Add a Delay Node or set Criteria Evaluation to control timing.

Export behavior

This is what GrowthLoop writes when you export an audience.

BehaviorWhat happens
What GrowthLoop writesConversica leads. Direction is GrowthLoop → Conversica.
When it runsGrowthLoop sends the export as a batch on the next successful run. An export that starts Now runs within about 15 minutes. Journeys send exports on demand when users reach the Destination Node.
LeadsGrowthLoop sends each member as a Conversica lead.
Required match fieldsEmail, first name, lead source, and source ID must be mapped.
ConversationRep Name and Conversation ID route the leads in Conversica.
One-time exportsGrowthLoop sends current membership once.
Ongoing exportsGrowthLoop sends updated leads on each scheduled run.

Confirm the export was successful

When the run finishes, confirm you can use the data in Conversica.

  • Audience export: Sign in at login.conversica.com, open Lead Manager, and look up a lead from the export.
  • Journey Destination Node: In Lead Manager, look up a lead who reached the node.
Conversica Lead Manager showing imported GrowthLoop leads

In GrowthLoop, review counts on the audience Exports tab, or open the Activity tab on the journey Destination Node. See Export an audience or Monitor a journey for more information.

Congrats on successfully exporting to Conversica!

Troubleshooting

These are the issues we see most often. You can always email us at [email protected] for help.

ProblemCauseResolution
Connection fails to validateUser, Password, and Client Id are from different accountsConfirm all three belong to the same Conversica account
Rows fail to loadA required match field is missingMap Email Address, First Name, Lead Source, and Source ID
Leads land in the wrong conversationRep Name or Conversation ID does not match ConversicaEnter the Rep Name and Conversation ID Conversica expects for this export

What’s Next

Export an audience after you connect a destination

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