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    Referrals

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Edit

Referral Export via Sailthru

Integrate Rokt with Sailthru, a CRM who bills themselves as the ‘largest sender of personalized email in the world’. This will allow your Sailthru CRM data to be as up-to-date as possible and save time on manual tasks.

Retrieve API Details (‘key’ and ‘secret’) From Sailthru

  1. Login to your Sailthru account (https://my.sailthru.com).

  2. Go to Settings > Setup > API & Postbacks.

    Referral Export via Sailthru

  3. Click on the lock icon to get the API key and secret. Rokt requires this to access your Sailthru account.

    Referral Export via Sailthru

  4. Copy the API key and secret (to be used when setting up the API Config).

    Referral Export via Sailthru

Once You Have the API Details, It’s Time to Enter Them in One Platform.

  1. Navigate to the correct account in One Platform.

  2. Click on 'Connections' in the bottom left menu.

    Referral Export via Sailthru

  3. Click on Add connection.

    Referral Export via Sailthru

  4. Click on 'API' tile under Referrals.

    Referral Export via Sailthru

  5. Give your connection a name.

    Referral Export via Sailthru

  6. In the POST field, enter the URL: https://api.sailthru.com/user

    Referral Export via Sailthru

  7. Under Authorization, change ‘type’ to Sailthru.

    Referral Export via Sailthru

  8. Enter your Sailthru API key and Secret.

    Referral Export via Sailthru

  9. Under Body, set up the request as a ‘JSON’. Enter a request payload based on the data fields you want to deliver with the referral. Here's an example request:

    Referral Export via Sailthru

{
    "id" : "{{{Email}}}",
    "vars" : {"FirstName" : "{{{FirstName}}}","LastName":"{{{LastName}}}"},
    "lists" : {"list_name_here" : 1},
    "fields" : {"keys":1, "vars":1, "lists":1}
}

Replace list_name_here with the name of the Sailthru list you want to save referrals in. To save in "All Subscribers", exclude "lists" from the request. The "fields" part of the config helps you get a more detailed response from Sailthru on the contact you just sent to them. It's like doing a GET user request after the POST.

  1. Enter all your 'Response handling' rules.

    Referral Export via Sailthru

Testing Your API Connection

  1. Once your API connection is setup (endpoint, authorization, headers, body and response handling) click on 'Settings'.

    Referral Export via Sailthru

  2. Edit the testing settings according to your test criteria.

    Referral Export via Sailthru

  3. Click on 'Save'.

    Referral Export via Sailthru

  4. Click on 'Test'.

    Referral Export via Sailthru

  5. Check your test result.

  6. Repeat tests until you've achieved your desired outcomes.

Linking Campaigns to Your API Connection

  1. Go to Real-time Referral page.

  2. Expand the Connection that you want to link a campaign to.

    Referral Export via Sailthru

  3. Click on 'Show unlinked'.

    Referral Export via Sailthru

  4. Find the campaign that you want to link to your connection and click on 'LINK'.

    Referral Export via Sailthru

  5. The campaign is now linked to your connection.

    Referral Export via Sailthru

Unlinking Campaigns From Your API Connection

  1. Go to Real-time Referral page.

  2. Expand the Connection that you want to link a campaign to.

    Referral Export via Sailthru

  3. Find the campaign that you want to unlink to your connection and click on 'UNLINK'.

    Referral Export via Sailthru

  4. Click on 'Show unlinked'.

    Referral Export via Sailthru

  5. Confirm that your campaign is now unlinked from your connection.

    Referral Export via Sailthru

← Export via MailchimpExport via Zapier →
  • Retrieve API Details (‘key’ and ‘secret’) From Sailthru
  • Once You Have the API Details, It’s Time to Enter Them in One Platform.
  • Testing Your API Connection
  • Linking Campaigns to Your API Connection
  • Unlinking Campaigns From Your API Connection
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