You can set up a connection between Klipfolio® and your Influitive data to display your advocate marketing metrics on a dashboard.
This article includes:
- Options for visualizing my Influitive data
- Connecting my Influitive data in Klipfolio
- Adding an Influitive pre-built data source
- Adding an Influitive custom-built data source
- Creating an Influitive custom Klip
- More about Influitive's API and queries
What options do I have for visualizing my Influitive data?
Create data visualizations based on pre-built options or build your own. The choice is yours!
Pre-built by Klipfolio
Take advantage of our pre-built data sources to gather the data most meaningful to you.
- Influitive pre-built data sources: Data sources provide the foundation for Klip® building, so we suggest you create a data source as a first step (before building Klips™ and adding them to your dashboard). Our pre-built data sources focus on the most sought-after Influitive data and are found on the Service Connectors page, available from this link or from your list of data sources. When you select a service connector from this page, the data source for that service is automatically added.
Custom-built by you
Taking the time to learn how to create your own data sources and Klips unlocks your data and enables you to control, manipulate, and transform it, leading you to unprecedented insights into your business.
- Custom data sources: When you create a custom data source, you can either use the pre-built data source as a starting point from which to write your own query or you can write your own queries from the ground up and build a data source from scratch. You create custom-built data sources in the Service Connectors page, accessible from this link or from your list of data sources.
- Custom Klips: Using our Klip Editor, you can construct and manipulate your data, including integrating multiple data sources, to produce unique, custom-built data visualizations. You create custom Klips from either your list of Klips or your Dashboard.
Regardless of whether you choose pre-built, custom-built, or a combination of both, before you can start building Klips and dashboards you need to connect to Influitive data in Klipfolio.
How do I connect to Influitive data in Klipfolio?
To connect your Influitive data to Klipfolio, you will need your Influitive API Token and Hub name.
To get the right data from Influitive, you use your Influitive API Token and Hub name in the queries provided by Klipfolio or in your own query when building data sources.
How do I find my Influitive API Token and Hub name?
To find your Influitive API Token:
- Log in to your Influitive site.
- At the top right, click the Gear icon.
- Click Integrations.
- At Influitive API, click Manage.
- From the Setup tab, copy your API Token.
To find your Influitive Hub name:
- Your Influitive Hub name can be found in the URL of your Influitive site. It is the first part of your Influitive web address (yourHubName.influitive.com).
How do I add an Influitive pre-built data source?
To add an Influitive pre-built data source:
- Navigate to the Service Connectors page in Klipfolio and choose Influitive from the list.
- Select a pre-built data source from the left section of the Choose a pre-built or custom connection page.
- On the Configure your data source page, enter your Influitive API Token and Hub name.
- Click Get data or, if you want to modify the pre-built data request, click Switch to Custom settings.
Note: If you switch back to the Basic settings page after making changes in the Custom settings page, your changes will not be saved. - Ensure this is the data you’re looking for. If you’re using Klips, optionally select the checkbox to Model your data. If you’re using PowerMetrics, which requires modelled data sources, you’ll automatically enter the modeller after clicking Continue. Learn more about modelling data sources.
- Click Continue.
- Name, choose refresh settings, and, optionally, share your data source.
- Click Save.
If you clicked Switch to Custom settings:
- On the Configure your data source page, modify the Query URL to get the data you want. You can use the existing information in the Query URL text box as a base. It was auto-filled based on the pre-built data source you selected on the Pick a Data Request page.
- Click Get data.
- Ensure this is the data you’re looking for. If you’re using Klips, optionally select the checkbox to Model your data. If you’re using PowerMetrics, which requires modelled data sources, you’ll automatically enter the modeller after clicking Continue. Learn more about modelling data sources.
- Click Continue.
- Name, choose refresh settings, and, optionally, share your data source.
- Click Save.
How do I create an Influitive custom-built data source?
To create an Influitive custom-built data source:
- Navigate to the Service Connectors page in Klipfolio and choose Influitive from the list.
- On the Choose a pre-built or custom connection page, click Create a custom Influitive data source.
- Adjust the Query URL information, as noted on the Configure your data source page, to replace any generic placeholder query information with your own.
For example, replace <yourHubName> with your own Hub name. - Edit the Query URL to return the data you need. Refer to the Influitive API documentation for details.
- Under Query Parameters, at Parameters > Value, replace the <yourApiKey> placeholder with your API Token.
- Click Get data.
- Ensure this is the data you’re looking for. If you’re using Klips, optionally select the checkbox to Model your data. If you’re using PowerMetrics, which requires modelled data sources, you’ll automatically enter the modeller after clicking Continue. Learn more about modelling data sources.
- Click Continue.
- Name, choose refresh settings, and, optionally, share your data source.
- Click Save.
How do I create an Influitive custom Klip?
You create custom Klips from either your list of Klips or your Dashboard. You choose a data visualization format, for example, a pie chart, gauge, or table, and decide whether you want to use an existing data source or create a new one. In the Klip Editor, there are limitless opportunities to modify, relate, and display your data. See the following related articles for more information and get building!
More about Influitive's API and queries
Klipfolio connects to hundreds of services in the cloud that have a REST API. If you take the time to learn your service’s API to create queries for the data you want, your possibilities are endless. Here’s a quick overview video on APIs and Klipfolio:
If you need assistance using APIs, enlist a data analyst or developer.
Refer to the Influitive API documentation to discover more data requests.
See the reference table below for API related information and sample queries.
| API Documentation | Influitive API documentation |
|
Authentication Method |
API Key Authentication |
| Response Format | JSON |
| Sample Queries |
To get all challenges that need approval:
To get a list of events:
|