This article explains possible integrations between Envoke and third party software.
Export / import lists manually
There are several reasons why you may want to manually export / import contacts before implementing an automatic sync of databases
Setup of automated data sync isn't required by your IT team
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.
Manually exporting/importing contacts before sending email blasts takes between 10 and 15 minutes for an experienced user.
During the import duplicates are automatically merged
Consent status is preserved. You can't accidentally re-subscribe contacts who had previously unsubscribed.
Sync updates from your CRM to Envoke
Syncing changes 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.
Use the Envoke contact APIs to update contact details from your CRM in your Envoke account.
All contact fields can be updated via the API including custom fields, subscriptions, tags, and consent.
Implementation must be completed by your IT team to trigger the API requests based on your business logic.
Access to the APIs is available at no extra cost with the Professional, Multi-account and Pay As You Go Plans. See billing plan details.
Update your CRM system when contact data 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. Technical details to set up webhooks.
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.