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Agillic integration

This guide walks you through connecting Agillic to Better Email and exporting templates into Agillic's template library.

Before you start​

To connect Agillic, you will need:

  • an Agillic account with access to API credentials
  • a developer key and secret key created with public scope
  • an admin user in Better Email who can create and edit integrations

1. Create the API credential in Agillic​

In Agillic:

  1. Go to Settings -> API.
  2. Create a new credential.
  3. Use public scope.
  4. Copy the Developer Key and Secret Key.

2. Set up the integration in Better Email​

In Better Email:

  1. Go to Integrations.
  2. Create a new integration.
  3. Enter a clear name for the integration.
  4. Choose Agillic as the type.
  5. Optional: under Access, restrict the integration to specific users or groups.
  6. Save the integration.
  7. Enter the Developer Key and Secret Key.
  8. Enable the integration.
  9. Save the integration again.

TODO: Add a screenshot of the Agillic integration in Better Email with the two credential fields visible.

3. Export to Agillic​

When the integration is active, Better Email uploads the rendered HTML to Agillic as a template file.

Important to know:

  • Better Email stores a template identifier after the first export.
  • Re-exporting the same email uses that identifier so Better Email can update the Agillic template instead of always creating a new one.
  • Templates are uploaded into the email/Better Email folder path in Agillic.

Troubleshooting​

If export fails, check:

  • the developer key and secret key are both valid
  • the credential was created with the expected scope in Agillic
  • the integration is enabled in Better Email
  • the right users or groups have access to the integration