A Service allows you to integrate New/Mode’s targeted engagement tools with your existing web services, like your CRM and Google Analytics.
You can create a Service on our Service Setup page by following these steps:
Step 1: From your Organization homepage, click the Create a Service link, found on the right-hand side of the page.This will take you to your organization’s Service Setup page:
Step 2: Provide a Title for the new service you’re setting up, along with a brief description to guide other users in your Organization:
Step 3: Select a Service Type:
Step 4: Choose your Service Provider:
More information on setting up Analytics is available here.
Currently supported CMRs:
More information on syncing individual CRMs is available here.
Important: Don't try this one at home, folks! Your support team here at New/Mode will help set up your email integrations!
Step 5: Fill out the fields required to connect your New/Mode tool with your outside service (e.g. your API Key, username, password). Fields will vary depending on the service, but in all cases you'll need to get this information from your service provider:
Step 6: Click Save. You will be taken to your new Service page. You can always get back to this page to Edit or View your CRM settings by clicking the link that is now visible under Services on the lower right-hand side of your Organization Dashboard: