Connect Your AgentMethods and Great AEP Accounts
If you have an existing Great AEP account, it's very simple to connect it to your AgentMethods platform. These tools are designed to integrate well with each other, and together are a match made in marketing heaven!
IN THIS ARTICLE
Set Up Great AEP Integration
Start by clicking the Scheduler tab on the far left navigation within the AgentMethods platform.
Click the green Connect button on the Great AEP section of the Scheduler tab.
This will redirect you to your Great AEP login page. Type in your email and password, then click Log in.
If you are already logged into Great AEP, the page will automatically refresh.
Follow the prompts that appear, agreeing to link your Great AEP account to AgentMethods.
You'll then be redirected to your AgentMethods account. When you go back to the Scheduler screen, you'll now see that the green Connect button has turned to a red Disconnect button. This means you've successfully connected the apps!
