Step 1 – Create a new automation

Begin my creating a new automation by clicking My Automations in the sidebar. Now click the green Create New Automation button:

Step 2 – Add a webhook

Search for Webhook and select it for App 1. This will allow us to create a connection with your Beacon form. Now you can go ahead and select App 2 as you please.

Step 3 – Activate the automation

Scroll down to Step 2 and click on the ‘When Operaton is created…’

Wait for a few secs and then click on the purple Check It Now button:

Step 4 – Get your Webhook URL

Click on the Add Connection button for the 1st step:

Now copy the Webhook URL

Step 5 – Configure in your Beacon dashboard

Back to your Beacon dashboard and create a new provider in https://beacon.by/dashboard/settings#providers

Select Integrately as your provider, give it a name and paste your Webhook URL:

Step 6a – Lead Capture

When editing your Lead Capture form navigate to the Integrations tab. Choose the Integrately provider that set up in the previous step. Now click Test:

Step 6b – Resource Library

When editing you Resource Library, navigate to the ‘opt-in settings’ screen. In the ‘Email Integrations’ section select ‘Integrately’ from the drop down and click the ‘test’ button.

You should get this confirmation:

Step 7 – Test The Connection

Back in your Integrately dashboard click on the purple Test Connection button and you will see the data being shared which you can send to the App of your choosing:

Step 8 – Connect to Your Preferred App

In this example we’ll be connecting to Google Sheets. I’ve already created a Google Sheet called Test with a Sheet named Contacts with the following headings:

Back in Integrately, connect your google account and select the Spreadsheet and Worksheet, as shown below:

Next, click the ‘modify conditions and actions’ button:

Finally, we map the fields in the worksheet to the Webhook:

Once you’ve done that click Test & Go Live:

Step 1 – Set up Pabbly

In Pabbly ‘All Apps‘ select the Connect option, to connect with Beacon:

Now create a Workflow:

Select Webhook from the Choose App drop down:

Take note of the Webhook URL, we will need this for the next step

Step 2 – Add a new Provider

First, visit the ‘Email Integrations’ section of your account settings and click here to add a new provider:

Enter a title, paste the URL from the previous step and click ‘add integration’

Step 3a – Add authentication details (Lead Capture)

**NOTE: Looks like Pabbly has removed the authentication option. It will now work without the api key & secret key.

When editing the lead capture form that you wish to connect, navigate to the Integrations tab:

Now, back in your Pabbly Connect Workflow, check Basic Authentication and add your API key and Secret key as shown below:

Now, click the Capture Webhook Response button and, back in the Beacon Leadcapture editor, click the Test button.

Congratulations you have connected Beacon and Pabbly and may complete the rest of the Workflow as you wish.

Step 3b – Add authentication details (Resource Library)

When editing your Resource Library, click the Optin icon in the left side menu and select Email Integrations.

Now, back in your Pabbly Connect Workflow, check Basic Authentication and add your API key and Secret key as shown below:

Now, click the Capture Webhook Response button and, back in the Beacon Leadcapture editor, click the Test button.

Congratulations you have connected Beacon and Pabbly and may complete the rest of the Workflow as you wish.

Step 4 – Test with Google Sheets (optional)

Now to test our Pabbly connection with another App, in this case Google Sheets.

Click the + sign and choose Google Sheets as the App and Add New Row as the event. Now hit the Connect button. You will be asked to authenticate and give permission to Pabbly Connect

I’ve already created a Google Sheet called Test with a Sheet named Contacts with the following headings:

Once connected, ensure you are using the correct file and sheet:

We can now see a box for each of the fields in our Google Sheet:

Click the box and select the relevant data from the Webhook capture, which is displayed in a list, as shown below:

Now press the blue Save & Send Test Request button. You will see the sample data has been added to your sheet.

Visit your account settings and click the ‘Sender Signatures’ button:

Step 2: Enter Your Details

Enter the name and email address that will be shown to people who receive your resources, then click the ‘add’ button:

Please note that you must be able to access the inbox of any email address that you enter here. Also, you can’t use free email addresses like gmail, hotmail etc.

Step 3: Confirm Sender Signature

Check your email account for an email from ‘Postmark Support’ and click the ‘Confirm Sender Signature’ button:

You should then be redirected to this page:

Now when you visit your Beacon settings page you will see that the email address has been confirmed:

Step 4: Change Resource Library Settings

To begin using your new email signature you should enable it in your Resource Library. You can do that via the opt-in settings:

In the ‘Confirmation Email’ section you will be able to select your email address from the ‘Select Signature’ dropdown:

Finally, click ‘save changes’

Now, when someone downloads a resource from this library, it will be delivered to their inbox with your chosen email address.

1. ConvertKit

2. Gumroad

You can sell products on either platform without paying a subscription but both platforms will take a percentage of the sale as payment.

ConvertKit

Upload your digital product to ConvertKit and set your price.

When you publish the product on ConvertKit, copy the URL as shown here:

Gumroad

Upload your digital product to Gumroad and set your price.

When you publish the product on Gumroad, copy the URL as shown here:

Adding The Product To Beacon

Add a new resource in your library:

Choose ‘Add URL’

Paste the URL from your preferred partner and click ‘Add Resource’:

Add a thumbnail and some descriptive information to your resource:

Disable the opt-in form and set some text for the button:

Click ‘update’ to save your changes:

To change this URL, first visit the Uploads Dashboard and click the ‘Settings’ button of the relevant upload:

You will now be able to see the existing URL Settings:

1. Current URL
This is the current URL that can be used to access the uploaded file.

2. Title
This is the title of the uploaded file as shown in Beacon. This will not be shown publicly.

3. Domain
The default public URL will always use the beacon.by domain name. You can change this to one of your custom domains here.

4. URL

This is the final part of the URL – you can update this to something more readable here.

If you make any changes to the Domain or URL you can see the updated version of the public URL here:

Be sure to click the ‘Update URL’ button to save your changes:

Please note that this feature is only available on the Agency Plan

When you add a sub-user to your account you can control if they have access to Lead Capture features and you can also restrict which Lead Capture Forms they can access.

First, navigate to the users tab within the settings page:

Next, click the permissions icon of the user that you will change permissions for:

And select the ‘Lead Capture’ tab:

Now you can decide if a user should be able to create new Resource Libraries and which existing libraries they should have access to.

Sample Permissions For A Colleague

These permissions mean that this user will be able to create new Resource Libraries and have access to all existing libraries within your account.

Sample Permissions For A Client

These permissions mean that the user will not be able to create new Resource Libraries and they will only be able to edit the two libraries highlighted by the red arrow.

Please note that no users will have access to your account subscription information. This can only be viewed by the account administrator.

To do this, visit the Uploads Dashboard and click the ‘Settings’ button for the relevant upload:

Next, scroll down to the ‘Replace File’ section:

If this file is being used in any existing Lead Capture Forms or Resource Libraries they will be listed here.

Please be aware that if you choose to replace this file with a different version then every Lead Capture Form and Resource Library that uses this file will be automatically updated.

Finally, click the green button to upload a new version of this file: