What does the integration do?
The EveryAction integration allows you to automatically collect new SMS opt-ins from various online forms, such as surveys, donations, petitions, and more. This integration checks for new form submissions every minute, ensuring your contact list is always up to date. Before adding or updating a subscriber, the integration verifies that they have opted in to receive SMS messages. If SMS opt-in consent is confirmed, the contact is added or updated in your Tatango list.
You can map the following fields from EveryAction to Tatango to use for segmentation or personalizing your messages:
Campaign ID
City
Contacts Online Form ID
Date of Birth
Date Submitted
Email
First Name
Form ID
Form Name
Form Tracking ID
Last Name
Market Source
Sex
Source Code
State
VAN ID
Zip
Configuration
This process involves configuration in Tatango and EveryAction.
EveryAction Steps
Prerequisite: Ensure you've configured your online forms to collect SMS Opt-In consent. You'll want to make sure mobile field and SMS Signup are both enabled. Also, make sure the SMS Signup default value is checked / set to true. This ensures that if the subscriber provides their mobile phone number, they are opted in. Lastly, makes sure to fill out the disclaimer language for SMS Signup.
From the EveryAction home page, open the API Integrations page from the sidebar on the left-hand side.
From the API Integrations page, click Request an API Key
Then select Tatango from the Preferred Partner dropdown
Select the contact to send the request to
Lastly, click Submit Request
After you have requested a new key, the contact you selected will receive a ticket in the Support Request System for the API key request. Once approved follow the next steps.
The API Key will appear in the API Keys section
Click Generate API Key
Copy down the Application Name and API Key, you will use these when configuring the integration in Tatango.
Tatango Steps
Prerequisite: Ensure you've configured any custom fields on your Tatango list that you'd like available to map when configuring the integration (e.g. VAN ID).
From the Tatango home page, click My Account -> Integrations
From the Integrations page, select the All Apps tab
Locate the EveryAction app tile, and click Configure
You will be presented with the option to create a custom name for the integration, you can leave this as EveryAction or customize to your choosing. Click Continue
While in the configuration wizard, you will be prompted to configure your EveryAction authorization. If you have not done so previously, click Add a new account.
For Username, enter the Application Name you saved from the EveryAction configuration steps earlier
For API Key, enter the API Key
For Database mode, select My Campaign
Click Create
With the authorization now entered, click Next
Select the List Name that you'd like contacts added to, then click Next
Now on the Data Mapper step, map the EveryAction fields to your Tatango fields, when finished click Next
Click Finish