We want to make sure that your New/Mode engagement tools integrate seamlessly with your existing CRM.
This is a quick guide to syncing your New/Mode tools to ActionKit.
Step 1: Click the Create a Service link on the right-hand side of your Organization Dashboard. You're now on our Service Setup page:
Step 2: Fill out the Title form (e.g. “ActionKit CRM”). You might want to add a brief description, but it’s optional.
Step 3: From the Service Type menu, select CRM.
Step 4: From the Service Provider menu, select ActionKit.
Step 5: In ActionKit Settings, under Host, enter your ActionKit Host URL. Make sure that the URL ends in a forward slash or it won’t work!
Step 6: Finish filling out ActionKit Settings with your ActionKit username, password, and any tags you want associated with your campaign. These tags will apply to all the New/Mode tools you create. You will have to return to this ‘Tag’ field if you want to edit tags in the future.
Step 7: Click Save at the bottom of the page.
Step 8: Once you click Save, you will be prompted to provide additional configuration data. The prompt looks like this:
Click on the provide it here link. You will be taken to a page that asks you to Add New Target. Enter the appropriate ActionKit page short name. To have an ActionKit page short name, you need to create a page of the 'import' type in ActionKit and then use it's auto-generated short name as a value.
ActionKit explains how short names work here.
Step 9: Click Save and your CRM Integrations page will appear. This is where you can sync your New/Mode tool components with ActionKit.