Setting up the integration:
There are several components to this integration, including 1) SSO and sending MarketingPro documents to Redtail, 2) syncing contacts from Redtail to MarketingPro and 3) contact touch point history records in Redtail in the form of notes on the contact records to allow Redtail CRM users’ easy viewing and reporting of communications sent through MarketingPro.
We'll break down setup for each of these below, and follow that with integration functionality for each of these components.
Setup - SSO and sending MarketingPro documents to Redtail
First, you'll need to enable the MarketingPro integration within your database. Instructions for enabling integrations can be found here.
Then, from the Manage Integrations page where the integration was just enabled, you will need to click Settings under the Actions menu for MarketingPro:
You'll then see the below:
Here, you'll need to obtain your Authentication Code from MarketingPro, Inc., if you don't already have it. This is accessible from within your MarketingPro account under Settings --> CRM Integration --> Redtail CRM. After you've entered it here, click Save.
To send documents from MarketingPro to Redtail, click on the document within MarketingPro you want to send. At the bottom of the page where the document is then displayed, you'll see a button you can click that says "Add To Redtail":
Setup - Syncing contacts from Redtail to MarketingPro
- Log into your MarketingPro account.
- On the Member Home page, click the Contact link on your left navigation bar. From the resulting dropdown menu, select Sync Contacts.
- On the resulting page, locate the Sync Contact area and select "For Redtail CRM users."
- On the Redtail integration page, select "Enable Redtail Contact Synchronization."
- Enter your Redtail username and password and click Verify.
Contact touch point history records in Redtail
The Redtail CRM Integration in MarketingPro page now includes an option to send communication notes if contact sync (see above) is active. This on/off option can be found under Contacts > Sync Contacts > Redtail > Edit Synchronization:
Again, there are several components to the integration - we'll cover the functionality for each of these in the same order below as we did above.
If you subscribe to both MarketingPro and Redtail, you can send pieces from MarketingPro to Redtail to run merges with your individual clients (or you can do so in bulk).
After setting up the integration and pushing your desired documents from MarketingPro to Redtail, you'll have several options available to you from your Integrations Menu. After clicking that menu, and selecting MarketingPro, you'll see the below:
- Single Sign On will automatically log you into your MarketingPro account.
- Manage Available Documents will display the documents you've already pushed over into Redtail from MarketingPro (and allow you to remove them using their Actions menu, should you so desire).
- Create New Document will allow you to choose one of those "pushed" documents to merge with the contact you're currently working with. If you click this option, the dialog will expand with a box that allows you to choose from your "pushed" documents. Just click your desired documents and then click the "Create Document" button. The document will download as a Microsoft Word doc.
After the verification step in the setup for this component of the integration, MarketingPro will begin pulling contact information from Redtail, in most cases w/i the hour. Updates sync automatically. Fields included in the sync:
• Contact Names and Spouses - Nicknames, Family Names, Greeting Name, Company Names, Titles
• Dates of Birth
• Wedding Anniversaries
• Client Start Dates
• Phone Numbers (with Extensions)
• Familial Relationship Data
Make your updates to your contacts in Redtail - this sync will update them automatically in MarketingPro. If you don’t see a change for a contact immediately, you can speed it up by going into the contact profile in MarketingPro and clicking the “Edit Detail Link” and then clicking “Update from Redtail.” That updated contact information from Redtail will then sync over immediately.
A video tutorial on this component of the integration is available here.
Below are the note types (touch points) to be sent to Redtail if a subscriber opts-in to Redtail notes:
- Email Campaign Message
- Email One Time Message
- Greeting Card/Postcard Campaign Message
- Greeting Card/Postcard One-Time Message
- Mailed Letter Campaign Message
- Mailed Letter One-Time Message
- Newsletter Postcard Campaign Message
- Newsletter Postcard One-Time Message
- User Contact Note in MarketingPro
Notes Rendering in Redtail
Redtail users can view the MarketingPro notes in Redtail:
1. On the Today's Overview Timeline
2. Under the applicable contact's Timeline
3. Under Notes for the applicable contact
4. Under Reports > Notes Reports > Notes by Contact
Under the contact timeline view in Redtail, users can view any link to communications by clicking ‘note’ which will provide the note details:
Under the contact timeline or notes view in Redtail, users can view the notes and link to the communication:
Link to communication:
Redtail subscribers are provided a link which will direct them to MarketingPro to view the communication:
- If users logged in or have single-sign on they will be taken directly to the communication.
- Users who are not logged in will be prompted and then taken directly to the communication.
Notes Reporting in Redtail
Redtail users can report on notes posted to Redtail for each contact and export data to refine reporting to analyze communication history for their Redtail contacts. (Note: The note data will need to be parsed by the user to allow for the reporting on communication type and dates as contained in the note content):
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