New Subscribers
New subscribers in Spotler can be added to Dynamics 365 as Contact or Lead (or Membership Entry for iFunds Engage 365).
For example, if you have a subscription form in Spotler, where new leads can leave their info, like their name and email address.
The connector makes it possible to add these new subscribers into Dynamics 365!
You specify if you want to create a Lead or Contact in Dynamics 365. Each has their own default strategy to add it to Dynamics 365:
- Lead: Each new contact in Spotler, creates a new record, even if the same email address is used.
- Contact: If a record with the same email address already exists, it’s updated. No duplicate contact is created if the same email address is used.
💡Tip: You can also have a custom strategy, like other columns for deduplication!
Do you use a Source column to specify the marketing channel? By specifying a standard value in the mapping for that column, the connector can auto populate it with the standard value.
How to enable it?
We can enable this by changing to mapping for you.
Contact us to specify which columns you want to allow for bi-directional sync and if you want to auto-create new Contacts or Leads in Dynamics 365.
⚠️Warning! An updated Contact in Spotler where the 'External Id' is empty or not a GUID (globally unique identifier) will also be treated as New Subscriber!
iFunds Engage 365
The Connector is optimized for the iFunds Engage 365 solution.
New subscribers can be created as a Membership Entry in Engage 365. When a new Membership Entry is created it follows the normal flow configured in Engage 365.