Once you've connected CiviCRM to your campaign organization, New/Mode's engagement tools allow you to map each component or field from a tool form to your CiviCRM contact fields.
Head over to CRM Integrations in the Advanced settings under the Edit tab:
In CRM Integrations, you can:
When you first connect CiviCRM to a New/Mode tool, it will automatically map First Name, Last Name, and Email fields onto your CRM contacts, but you can map additional fields manually:
To match campaign tool fields to CiviCRM fields take the following steps:
Step 1: Once you are on the CRM Integrations page for a specific tool, click the blue Edit link beside a form Component (e.g. Postal Code) that you want to map. You will be taken to the Edit Component page:
Step 2: Scroll down to Send To - CiviCRM API and select the CiviCRM field associated with the campaign tool component from the drop down selection:
Step 3: (optional) If you would like to customize other aspects of a tool form component, check out our walkthrough on editing components.
You can add additional custom fields to map from your New/Mode tool onto CiviCRM by clicking the Edit CiviCRM Rest API link under CRM Integrations:
This will take you to the Add New CiviCRM Target page, where you can search CiviCRM fields and map them onto a Constant Value associated with the CRM field, like 0/1, Yes/No, or one of our custom tokens, like so:
When a supporter completes an action with a New/Mode campaign tool, a tag will be created automatically to associate that action with New/Mode in your CRM. You can modify this tag or add additional tags to the data mapped from your New/Mode tool onto CiviCRM by clicking the Edit CiviCRM Rest API link under CRM Integrations:
Under Add new "CiviCRM" target, you'll see a dropdown menu for Contact tags as well as a list of the current tags you're using in your CRM:
Enter tags separated by a comma. Any tags you enter here will be applied to help organize supporters that take action with a campaign tool as contacts in your CRM. If you are using tags that were created manually in Civi, please make sure you are using contact tags - activity tags are not supported by our integration.