How to: Set up a Sailthru Integration

Seamlessly connect Grow with Sailthru to effortlessly sync user data and enhance customer profiles in real-time with our simple, marketer-friendly integration.

Note: You can set up integrations at the account level and at the Experience level. The process is the same for both, but located in different places in Grow.
Account-level integrations can be reused across multiple Experiences, while Experience-level integrations are primarily used for a one-time purpose (for example, signing up users to hear about Black Friday sales).

 

How to add a Sailthru integration

Prerequisites

Before you get started, ensure that

•  all relevant lists have been created in Sailthru. Lists maintain segments of your user base that you can track and message across all channels.
• a Sailthru API Key has been configured with the correct credentials.

Account-level

1. Click on the Gear icon in the top navigation bar and select Integrations from the list of available options.

2. You then see all existing account integrations and have the ability to add a new integration.

3. Click + Add Integration and set up a Sailthru Integration.

 

Experience-level

1. Find your Experience under the Experiences tab and edit the Experience by clicking on the Edit icon on the right hand side.

2. You enter the main Experience workspace where you then click on Integrations in the left-hand side navigation menu.

3. On the Integrations screen, both the Experience integrations and account integrations are shown.

4. Click + Add Integration in the Experience Integrations section (no Account Integrations can be created from here) and set up a Sailthru Integration.

 

Set up a Sailthru integration

To set up a Sailthru integration for your Experience, follow the steps below.

You're taken through a wizard to configure your integration. Once you have completed the steps in the wizard, it’s easy to make changes.

1. Click on + Add Integration in the main workspace to take you into the setup wizard. (This can be done from either the Account level or the Experience level, as explained above.)

2. Select Marigold Engage by Sailthru.

3. Optionally, you can rename your integration if you want to use a different naming convention. Then click Next.

4. The next step shown depends on the number of Sailthru API Keys configured.

When a single Sailthru API Key is configured, the API Key is automatically used for this Sailthru integration.
The API credentials step is skipped and you're presented with the next one instead, which is the list(s) selection screen (see below).

When no Sailthru API Key is configured yet, or when multiple Sailthru API Keys are configured, the API credentials screen is shown.

• Select an API Key from the drop-down, when multiple API Keys are available.

• Click on the link underneath the drop-down to navigate directly to the Account Integrations area where you can configure a new API Key.
  If you don't see a newly created API Key in the drop-down, you can click on the Refresh icon at the right to update the list of available API Keys.

Note: Consult the Sailthru help center for its available API keys.

5. Select which list(s) you would like to add your subscribers to. Again, ensure that any relevant list has been created in Sailthru. Lists maintain segments of your user base that you can track and message across all channels. Then click Next.

6. Next, map your Grow friendly IDs to your Sailthru custom fields.

Example: If your Grow Experience collects users' birthdays, you can select the date_of_birth value in the form fields drop-down and the birth_date field in the ESP (Sailthru) Custom Fields drop-down.

Ensure that you mark any fields that are required. If a field is marked as required, the data will only be sent if that field has been populated.

Tip: If you need to add a new custom field, you can do so by simply typing the custom field name in the input field and hitting enter or clicking on Add:new_fieldname in the list.

7. Optional: Map any necessary campaign and account metadata, or skip this step if not needed.

Example: You might want to map your Grow campaign name to the source custom vars so you can attribute any new sign-ups back to your Grow Experience. You can select from: Campaign ID, Campaign name, ExternalRef^(*), and any custom account-level metadata (ask your CSM for more info). For users with hierarchical accounts, you also have the option to select account ID and account name.

* The ExternalRef ID is autogenerated by our system, but you can enter your own code or reference by navigating to your Experience Settings > Advanced Options > References & Identifiers.

8. Click on Add Integration.

 

Publish your Integration

Now that you have configured your integration, you land back on the Integrations area inside your Experience.

You can publish the integration by sliding the toggle from left to right. This is only possible when the Experience itself is published.