Update Envoke with contacts from your CRM system
Adding and updating contacts from your CRM system to Envoke ensures that the Envoke database is always up to date, which in turn allows you to send targeted and relevant messages to your contacts at any time.
Option 1: Using the APIs
The Envoke contact APIs allow you to instantly add an update contacts from your CRM to Envoke including basic fields, custom fields, list segmentation details and consent statuses. Learn more.
Option 2: Automated CSV file sync
If you can automate the export of a CSV file from your CRM then the CSV file sync option may be a better option than using the APIs to update contacts. With the CSV file sync option your contacts are synced daily to the Envoke database. Learn more.
Importing lists manually
You may want to manually import contacts before implementing automations:
No need to involved your IT team or developers
You're just starting out and want to be sure Envoke works well for you before committing to an implementation project (which takes up IT time on your end)
You're sending emails infrequently and the overhead to export/import contacts isn't significant. For example, a manual import/export process once a month may be a better solution than setting up automated list syncing.
During a manual import duplicates are automatically merged and consent status is preserved. You can't accidentally re-subscribe contacts who had previously unsubscribed.
Update your CRM system with changes in Envoke
You can use a special type of API called "web hooks" to receive data from Envoke when contacts are created and updated. Read technical details to set up web hooks.
Sample use case: When a contact unsubscribes in Envoke their subscription status is updated in your CRM. When a contact updates their own contact profile (for example phone number, etc) this data is updated in your CRM.
Zapier
By connecting to Zapier you can update changes from a CRM system to Envoke.
Implementation is done by your IT team, including business logic for API triggers. A Zapier account is required.
Limitations of using Zapier:
Customers cannot use Zapier if data storage in Canada is a requirement.
Zapier support for CRM systems is limited to more popular CRM platforms such as Salesforce. The Envoke contact APIs make it possible to create integrations with any CRM.
Bidirectional integration (sending Envoke data to your CRM) is not currently possible. You can only send data from your CRM to Envoke using Zapier. You can use webhooks to pass data from Envoke to your CRM system.
Google Analytics
Track email activity on your website using Google Analytics. Read more.
Use case: Links in emails are tagged with UTM tags, which allows you to track email traffic in Google Analytics: https://yourdomain.com/page?utm_campaign=may_newsletter
Data warehouse
A data warehouse is available for a fee. Use it to create custom queries for aggregate email activity. All PII is removed. The data warehouse can be used together with Microsoft Power BI, Google Data Studio or other analytics software to create custom reporting dashboards.
Use case: Email opens/clicks over time, email opens/clicks by time of day, compare email campaign performance.