Passing Updates to Campaigns from the Portal to your CRM

When campaigns are updated by your supplier or from other sources, the changes can be passed to your CRM.

1. Navigate to > Settings.
2. Select CRM Settings in the left-hand sidebar.
3. Choose Add a new CRM integration if required. Select the CRM from the drop-down list to start setting up the integration.
4. Or, if the integration is already in the list, click Edit Settings next to its entry.
5. In the Advanced General Options area, click the arrow to expand the view.
6. Under Campaigns, you will find the following options:
   • Create Campaigns in CRM - Enable this option to sync campaign details between the portal and your CRM. If campaigns are subsequently updated, they update in your CRM, based on the Campaign Send Data Level setting.
   • Campaign Send Data Level - Specify what kind of data will be updated in the CRM, when the Create Campaigns in CRM option is enabled. You can choose to allow supplier-specific field updates only, allow both profile and supplier-specific field updates, or not to allow updates at all.
     • Profile fields - standard fields, i.e. Name, Email, Address, Phone
     • Supplier-specific fields - custom information requested by your supplier