🌍 Connecting Other Sites With Keys

The plugins found on this site are read straight from its database. Plenty of people run the desk on one site and their sales tracking or email list on another. Connect that other site with a key and it answers the desk's questions about a customer.

Nothing is copied or synced. The other site is asked when a profile is built, the answer is kept briefly, and it is read-only from end to end.

Where to find it:

Open Settings, Integrations, then A different WordPress site of mine under Add something else.

What can be connected:

• WP Conversion Tracker: every tracked sale for the customer, with product, amount and the total.
• Audience Vault: clicks, conversions, revenue, the VIP flag, segment and last visit. It uses the same key as WP Conversion Tracker.
• ResultsAiX Mailer: subscriber status, engagement score, opens, clicks, tags and what they bought.

Making the keys on the other site:

1. WP Conversion Tracker key: on the other site open WP Conversion Tracker, the Settings tab, and scroll to API keys. Type a label such as Support desk, press Create a key, then Copy.
2. Mailer read key: open ResultsAiX Mailer, then Settings, and scroll to Read access for other sites. Type a label, press Create a token, then Copy.
3. Mailer write key (optional): on the same Settings screen, find Write access for your membership site and press Create a write key. Only needed to tag people or take them off a list from inside a ticket.

Each key is shown once, so copy it straight away. You only need keys for the plugins that site runs.

Connecting the site:

1. Type the Site address and What to call it on profiles, for example Main sales site.
2. Paste the keys into WP Conversion Tracker key, Mailer read key and, if you made one, Mailer write key (optional).
3. Press Save Integrations at the bottom of the page. Test Connection appears once the site is saved.
4. Press Test Connection, with a real customer email if you like. You get one line per system: connected, connected but no record for that person, or the exact reason it failed.

You can connect up to five sites. Save to reveal the next empty row.

How keys are handled:

A saved key is never shown again. A blank key box keeps the saved key, and pasting a new one replaces it. If you change a row's address to a different site, the old keys are dropped rather than sent there. Tick Remove this site when I save to disconnect it.

Reading the results:

Figures from another site show as tiles labelled with that site's name, and again under an Other sites heading in Customer 360. They are never added to a local total, and the AI is told they come from a separate site. Linked emails on the contact are searched there too.

Tagging or removing a customer from a ticket:

With a Mailer write key saved, every ticket gains a Mailer actions card. Add a tag, or remove the customer from one list you search for and pick. Each action asks first and is logged on the ticket as a private note. It can never unsubscribe somebody from everything; you always choose a list.

If the other site is slow or down:

The desk waits at most five seconds. A site that fails is then skipped for two minutes, so it never holds up your tickets, and the profile builds without it. Connected Feeds on Diagnostics shows when each site last answered, or the exact error.

Good to know:

• Only the plugins whose keys you paste are asked.
• The other site needs a current version of its plugins; if Test Connection says an address is missing, update the plugin on that site.
• Keys are read-only, except the optional Mailer write key, which can only tag or remove from one list.

A real example:

Yoursite Studio's desk runs on yoursite.com, but the Mailer and WP Conversion Tracker run on the members site. Sam makes a WP Conversion Tracker key and a Mailer read key there, connects the site as Members site, and presses Test Connection with emma.clarke@example.com: both systems answer connected.

Step by step, removing a site:

1. Open A different WordPress site of mine.
2. Tick Remove this site when I save on its row.
3. Press Save Integrations.

Its keys are dropped and its figures leave every profile.

Tips:

• Label each site clearly; the label is what you see on every profile.
• See Read Keys: Letting Your Other Sites See Support History for the other direction.