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Referral export via Sailthru

Integrate Rokt with Sailthru, a CRM that bills themselves as "the largest sender of personalized email in the world." This will allow your Sailthru CRM data to be as current as possible and save time on manual tasks.

Retrieving API details from Sailthru

1. Log in to your Sailthru account.

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

   

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

   

4. Copy the API Key and Secret for use later in the process.

   

Enter Sailthru API details in One Platform

1. Navigate to your account in One Platform.

2. Click Connections from the left navigation.

   

3. Click Add connection.

   

4. Under Referrals, click API.

   

5. Give your connection a name.

   

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

   

7. Under Authorization, change Type to Sailthru.

   

8. Enter your Sailthru API key and Secret.

   

9. Under Body, select JSON as the Content type. Enter a request payload based on the data fields you want included in the referral delivery.

   

   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 where you want to save referrals. To save in the All Subscribers list, exclude the lists parameter from the request. The fields parameter of the configuration 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 set up (endpoint, authorization, headers, body, and response handling), click Settings.

   

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

   

3. Click Save.

4. Click 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 Connections and ensure Real-time is selected in the drop-down menu.

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

   

3. Click Show unlinked.

   

4. Find the campaign that you want to link to your connection and click Link.

   

5. The campaign is now linked to your connection.

   

Unlinking campaigns from your API connection

1. Go to Connections and ensure Real-time is selected in the drop-down menu.

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

   

3. Find the campaign that you want to unlink from your connection and click Unlink.

   

4. Click Show unlinked.

   

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