Ujoin: Ujoin Integration Overview

Ujoin: Ujoin Integration Overview

1. When someone signs one of your Ujoin petitions, the following fields sync from Ujoin to your CRM:
   • First Name
   • Last Name
   • Phone Number
   • Email Address
   • Mailing Address
   • Campaign ID
   • Campaign Name
   • Campaign Type
   • Transaction Date (date they signed the petition)

   Please Note: that this is NOT a two-way sync. Updates made to contact records in your CRM (such as updates to email address or mailing address) do NOT sync/update to Ujoin.

2. The Campaign ID, Campaign Name, Campaign Type, and Transaction Date fields will all sync into the Ujoin Custom Data Set, visible on contact records (see our Ujoin: Setting Up the Ujoin Sync tutorial for more information).

   VIEW CONTACT

   

   EDIT CONTACT

   

3. If the Ujoin record matches to an existing record within your CRM - based on your duplicate prevention settings - then information will be synced from Ujoin to the existing record; if the Ujoin record doesn't match an existing record (based on duplicate prevention settings), then it will create a new record.
4. From within your CRM, users can add, edit, and delete Ujoin petition data. Changes made here do NOT sync to Ujoin. For example, if you delete a record of a contact signing a Ujoin petition inside your CRM, that contact will still show as a signer within Ujoin.

   

5. Information is only pushed from Ujoin to CRM at the time that a contact engages in a campaign activity (such as signs a petition). Information in Ujoin outside of the activities is not pushed to CRM - such as when you import a list of contacts into Ujoin, or if a Ujoin user updates their contact information. These changes are NOT synced to your CRM.
6. Users can search on Ujoin information in Advanced Search; Ujoin searchable fields are found in the Custom Data Sets section.

   

7. Hint: To find contacts who have participated in any Ujoin activity, search for “Campaign ID Is Not Empty.”
8. Users can also report on Ujoin information; Ujoin reportable fields are found in the Custom Data Sets category.