How to Integrate BookFunnel and EmailOctopus

Use EmailOctopus to manage your mailing list and BookFunnel to deliver your ebooks!

Direct Integration From BookFunnel to EmailOctopus

If your BookFunnel account includes direct integration, follow these steps to integrate with EmailOctopus.

1. Click Integrations on your BookFunnel dashboard.
2. Click the Action button and select + Add Integration.
3. Select EmailOctopus.
4. On a second tab, log in to your EmailOctopus account.
5. Click your user name in the top right corner and select Integrations & API.
6. Click Manage next to the API section in Developer Tools.
7. Click Add a Key.
8. Give your API Key a name and click Create.
9. At the pop-up, click Copy to copy the API key to your clipboard.
10. Return to your BookFunnel Dashboard, and paste your API key into the EmailOctopus API Key field.
11. Click Integrate EmailOctopus.

Now your Direct integration with EmailOctopus should be all up and running! Next, you need to set up your landing pages to send your subscribers to specific lists in EmailOctopus.

Selecting a List

Now that your account is integrated, you’ll need to tell us which list you’d like us to deliver your email addresses. You must have at least one list set up in EmailOctopus that you will connect to.

1. Once EmailOctopus is integrated, you can scroll down on your Integration dashboard and review your existing email signup pages.
2. Click the orange gear icon next to your email signup page.
3. Select Edit Page Details.
4. Click the Integration List drop down menu and select the EmailOctopus list you want this page to send the reader email addresses.
5. Click Save and Close to save the new page settings.

Note: Any email address collected before you selected your EmailOctopus list and clicked Save will need to be exported from BookFunnel and manually imported to EmailOctopus (see below for instructions). All new subscriber email addresses collected after you clicked Save will be added automatically.

Use EmailOctopus Without Direct Integration

If direct mailing list integration isn’t for you, how else can you deliver your book to your EmailOctopus readers using BookFunnel?

Using one of these two options:

The first option is to create a simple download page and then send it to your subscribers through EmailOctopus. The second option is to create an email signup page on BookFunnel and then import the emails from BookFunnel into your EmailOctopus account every day or two.

You Collect the Email Address, We Deliver the Book

Once you upload your book and create a simple download page on BookFunnel, you can then email its BookFunnel link to your readers through EmailOctopus. The basic steps are:

1. Create a simple download page on BookFunnel and copy its Link For Readers.
2. Paste the link into your automated welcome email on EmailOctopus.
3. Create a sign-up form on EmailOctopus and link to it or embed it on your author website.
4. Drive reader traffic to your sign-up form so that they can subscribe.
5. Once they have joined your list, EmailOctopus will send them the “welcome” email that contains the BookFunnel link.
6. Your new subscribers can click the BookFunnel download link and download the book.

Pros: Available on all BookFunnel plans (including the First-Time Author plan!), simple to set up, uses your own landing page and/or website.

Cons: Your BookFunnel download link can be shared online with other readers that did not sign up for your list, BookFunnel can’t track who downloads your book.

We Collect Their Email Address, You Import the CSV

Available On: Mid-List, Bestseller, & Publisher Plans

Use an email signup page on BookFunnel and it will act as your landing page and delivery page, all in one! You can design a beautiful, custom landing page on BookFunnel in minutes. No web expertise necessary.

You drive reader traffic to your email signup page on BookFunnel and we will collect their email address on your behalf. We store their email address (and optionally first and last name) in a CSV on your dashboard.

You can then import the CSV of subscribers into EmailOctopus at your convenience. Follow these steps:

1. Create an email signup page on BookFunnel that requires (or invites) readers to join your mailing list.
2. Drive reader traffic to your BookFunnel signup page.
3. Export the CSV of reader email addresses every day or two from BookFunnel and manually import it to EmailOctopus.

Pros: Saves time by eliminating the extra step of building a landing page on your own website, if your link is shared online, those extra subscribers can be added to your mailing list.

Cons: You need to export the CSV of reader email addresses we collect on your behalf and import it to EmailOctopus regularly.

How to Export a CSV and Import it to EmailOctopus Manually

If your BookFunnel landing page is not sending readers to EmailOctopus automatically, you’ll need to export the reader email addresses from BookFunnel. Once you have exported the CSV, you will import it to EmailOctopus manually.

To export the CSV from BookFunnel:

1. Click Landing Pages on your BookFunnel dashboard.
2. Click the name of the landing page.
3. Click Export CSV.
4. Select Export New Subscribers (do not click this more than once, large CSVs may take a minute or two to be generated and available for download!).
5. This will save the CSV to your computer, likely in your Downloads folder.

Next, you will import the CSV to EmailOctopus:

1. Once you’ve logged into your EmailOctopus account, Click Lists located in the top menu.
2. Select the arrow at the end of the list you want your contacts to be imported to.
3. Select the Import.
4. Drag and drop your CSV file or click to select the file from your computer.
5. Click Next.
6. Your file will process and you will be redirected to the import screen. Map the columns in your file to fields in your account by clicking the dropdown for each field:
7. Click the Import button once you’re done configuring settings.

The length of time it takes to import contacts will depend on the size of the CSV file. Most files will be imported in less than 10 minutes.

Were these steps inaccurate? Please let us know! EmailOctopus is always tweaking their process and we want to keep our documentation current. Thank you!