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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.

   

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

   

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

   

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.

   

3. Click on Add connection.

   

4. Click on 'API' tile under Referrals.

   

5. Give your connection a name.

   

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

   

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

   

8. Enter your Sailthru API key and Secret.

   

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:

   

{
    "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.

10. Enter all your 'Response handling' rules.

    

Testing Your API Connection

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

   

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

   

3. Click on 'Save'.

   

4. Click on 'Test'.

   

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.

   

3. Click on 'Show unlinked'.

   

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

   

5. The campaign is now linked to your connection.

   

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.

   

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

   

4. Click on 'Show unlinked'.

   

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