Envoy – Connect Sign-Ups

Turn your Envoy Sign-Ups into Social Proof

Envoy  is a company that provides workplace management software solutions aimed at modernizing office operations and enhancing the workplace experience for employees, visitors, and facility managers. The company’s flagship product, Envoy Visitors, is a visitor management system that streamlines the process of welcoming guests to an office environment.

You can easily connect Envoy to Nudgify with our Envoy integration to showcase Social Proof notifications on your website, in real-time.

Connect Envoy Sign-ups

The following data from Envoy will be synced with Nudgify in order to build Nudges:

  • Email
  • Full Name
  • Date

Follow the steps below to connect your Envoy user data to Nudgify and show new visitors in Sign-up Nudges.

Step 1. Copy Your Webhook URL

To manage your integrations, click the “Integrations” button on the left-hand sidebar. This will take you to the Integrations page, where you manage your integrations with other apps and software. Find Envoy Sign-Ups in the list and click “Connect”.

Click to copy your Nudgify Webhook URL

Step 2. Create a Webhook in Envoy and paste your Webhook URL

You will now paste your Nudgify Webhook URL in the right place in your Envoy account so that new user data is sent automatically to your Nudgify account.

You can find here the Envoy instructions for using Webhooks.

As a summary, follow these steps in your Envoy dashboard:

  1. Go to Apps.
  2. Select Webhooks from the list of Apps, and then click on “Install”.
  3. Select Entry Sign-In event to send visitors sign-in data to Nudgify.
  4. Copy and Paste the Nudgify Webhook URL from your Nudgify account.
  5. Paste the Nudgify URL in the Webhook URL field.
  6. Click on Complete Setup.

Go back to Nudgify and click the “I’ve done it” button.

Any new Sign-up will be added to your Sign-ups Data Feed. To turn these data into Social Proof Nudges on your site, create a Sign-up Nudge and select Envoy as the data source.

Congratulations! You have now linked your new Envoy sign-ups to Nudgify 🙌

Step 3. Create Sign-ups Nudges for new Envoy Users

On your Data Feeds page, in the “sign-ups” tab, you will be able to see any new visitor that is sent to Nudgify. It’s time to start showcasing new Envoy sign-ups in Social Proof Nudges!

You can create two types of Nudges with the Envoy sign-ups integration.

  1. Recent Sign-Ups Nudges that show single sign-ups
  2. All Sign-Ups Nudges that show a count of multiple sign-ups

Show Recent Activity – Single Sign-ups

Go to the Nudges page and click “Add Nudge”. Choose the Nudge labeled “Recent Activity – Single Sign-up” from the Nudge Library.

sign-up nudge

You can now configure the selected Nudge. First of all, select “Envoy Sign-Ups” as the data source. This way, the Nudge will use your Envoy data to show in the Nudge:

You can also customise the text of the Nudge here (“signed-up as a visitor”, “subscribed to our newsletter”, “signed-up to our mailing list”, or whatever you want to display). You can also select how recent the sign-ups need to be that you want to display. Find out more about the customisation options for Sign-up Nudges.

Once you’re done, click “Continue”. The Nudge will now automatically capture and show individual recent sign-ups. You can track how your Nudges perform from your Statistics page.

Show All Sign-ups

When creating a new Nudge, choose the “Recent Activity – All Sign-ups” Nudge in your Nudge Library:

Active Campaign Social Proof

You can now configure the selected Nudge. First of all, select “Envoy Sign-Ups” as the data source. This way, the Nudge will use your Envoy data to show in the Nudge:

Teachable social proof

You can also customise the text of the Nudge here (“subscribed to our newsletter”, “signed-up to our mailing list”, or whatever else you want to put down). You can also select how recent the sign-ups need to be that you want to display, and set a minimum and maximum number of Sign-ups. Find more about the customization options for Sign-up Nudges.

Click “Continue”. The Nudge will now automatically capture and show a summary of recent subscriptions. You can track how your Nudges perform from your Statistics page.

That’s it! 🙌

All your new Envoy Sign-Ups will now be turned into powerful Social Proof automatically and display Nudges on your site.

Updated on April 8, 2024

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