You can disable the integration with ConvertKit and also consult the history of changes made (audit).
On this page:
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Disable ConvertKit Integration
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Consult Audit
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Consult Audit filters
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Before you begin, you need to…
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Be an administrator user or have permission to perform the following actions.
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Have an active integration with ConvertKit.
Disable ConvertKit Integration
You can disable the integration with ConvertKit if you no longer intend to use Autoresponders.
By disabling this integration, Guru will stop passing along captured leads from the corresponding ConvertKit mapping.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > ConvertKit.
2 - Switch the Active button to the off position.
3 - Click Send.
Consult Audit
As a security measure, Guru stores a history of all operations performed in the integration, identifying the user, date/time of the operation, and other details.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > ConvertKit.
2 - Click the Audit tab.
3 - Activities are displayed on a timeline (from newest to oldest).
4 - If desired, you can view the details of the activity by clicking on its title.
5 - Click on one of the available sections to view the data:
Detail
Displays detailed information about the activity in question.
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ID: update identification number (ID);
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Type of change made;
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Created at: date the activity was recorded.
User
Displays information about the user who performed the action.
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Name: name of the user who performed the operation;
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Email: email of the user who performed the operation.
Infrastructure
Displays information about the infrastructure (country, IP, user agent...) of the related activity.
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Country, Region, City, Latitude & Longitude: location of the device that performed the activity.
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IP: device's IP address.
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User Agent: identification of the user agent that performed the operation.
Consult Audit filters
You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you wish to view.
By default, only records from the last 28 days will be shown, but the time frame can be changed in the filters, in the Period field.
Steps:
1 - In the side menu, access Settings > Integrations > Autoresponders > ConvertKit.
2 - Click the Audit tab.
3 - In Audit, click Filters.
4 - Fill out one or more filter options:
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Period: searches for audits registered in the selected period - you can use the predefined time range buttons or select the date you wish to view;
5 - Click Filter.
You can view the number of applied filters, and when using them, you can clear them without opening the Filters icon again, making selection removal easier.
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