Tatango

Navigate to My Account -&gt; Integrations

The first pop-up allows you to rename the integration if you’d like, with NGP VAN I’d recommend not renaming it. So just click ‘Continue’

Select the list to add new subscribers to from the dropdown

Map the NGP VAN fields on the left hand side to the Tatango fields on the right hand side. 

1. Navigate to My Account -&gt; Integrations
2. Click the All Apps tab
3. Click ‘Configure’ on NGP VAN
4. The first pop-up allows you to rename the integration if you’d like, with NGP VAN I’d recommend not renaming it. So just click ‘Continue’
5. Select the list to add new subscribers to from the dropdown
6. Click Next
7. Map the NGP VAN fields on the left hand side to the Tatango fields on the right hand side. 

Note: Phone number is already captured under the hood

Copy the webhook url and paste it into a document or notepad 

1. Click Next
2. Copy the webhook url and paste it into a document or notepad 
    


Next copy out the ID that is between ‘https://’ and ‘.integration-hook.com. From the example above this would be e2bf710f-c57a-4a38-996a-741cc629bf80

Next add trigger+ to the beginning of the ID you extracted above and add @traymail.io to the end. From the example the email would be <a href="mailto:trigger+e2bf710f-c57a-4a38-996a-741cc629bf80@traymail.io" rel="nofollow noopener noreferrer" target="_blank">trigger+e2bf710f-c57a-4a38-996a-741cc629bf80@traymail.io</a>

Save the email somewhere safe as you will need it for the steps in NGP VAN / EveryAction

Continue to the NGP VAN / EveryAction steps on the next page

1. Next copy out the ID that is between ‘https://’ and ‘.integration-hook.com. From the example above this would be e2bf710f-c57a-4a38-996a-741cc629bf80
2. Next add trigger+ to the beginning of the ID you extracted above and add @traymail.io to the end. From the example the email would be <a href="mailto:trigger+e2bf710f-c57a-4a38-996a-741cc629bf80@traymail.io" rel="nofollow noopener noreferrer" target="_blank">trigger+e2bf710f-c57a-4a38-996a-741cc629bf80@traymail.io</a> 
3. Save the email somewhere safe as you will need it for the steps in NGP VAN / EveryAction
4. Continue to the NGP VAN / EveryAction steps on the next page

In the following steps you are creating a scheduled report that pulls the contacts who filled out a form from the prior day and opted in to SMS. This report runs at 1am daily and will be sent to your unique email address from the previous steps. The contacts will be added as subscribers to your Tatango list each day at 12pm.

Login to NGP VAN or EveryAction dashboard

From the Lists section select ‘Create new list’ 

Select Date Range -&gt; In the range of -&gt; Yesterday 

1. Login to NGP VAN or EveryAction dashboard
2. From the Lists section select ‘Create new list’ 
3. Click Online Forms
4. Select Date Range -&gt; In the range of -&gt; Yesterday 

Select ‘Save List As’ in the top right corner

1. Select ‘Save List As’ in the top right corner
2. Click Saved Search

Under Default Reports find ‘Phone Number Report’ and select it

Under Applied Filters, click Edit Filters

Select the dropdown that says ‘All Contacts’ and find the saved search we created previously named ‘Tatango Opt-ins’ 

1. Name the search (e.g. Tatango Opt-Ins)
2. Next navigate to Report Manager
3. Under Default Reports find ‘Phone Number Report’ and select it
4. Under Applied Filters, click Edit Filters
5. Select the dropdown that says ‘All Contacts’ and find the saved search we created previously named ‘Tatango Opt-ins’ 

Under Phone Details -&gt; SMS Opt-In Status, select Opt-In. You can also select Unknown if you collect phone numbers on forms without an opt-in checkbox. 

1. Under Phone Details -&gt; SMS Opt-In Status, select Opt-In. You can also select Unknown if you collect phone numbers on forms without an opt-in checkbox. 

Deselect ‘Name’ and then select ‘First Name’ &amp; ‘Last Name’

1. Next click Edit Columns
2. Deselect ‘Name’ and then select ‘First Name’ &amp; ‘Last Name’

In the top right corner, click Report Actions -&gt; Save As

Name the report (e.g. Tatango Phone Report). 

1. In the top right corner, click Report Actions -&gt; Save As
2. Name the report (e.g. Tatango Phone Report). 
3. Click ‘Save &amp; Schedule’ 

Under ‘Email Report To’ add the email address you generated in Tatango

Enter a subject name (e.g. Tatango Phone Report)

1. Frequency - Daily 
2. Start Date - Today’s date
3. End Date - 1 Year from today (this is the furthest out you can schedule)

1. Under ‘Email Report To’ add the email address you generated in Tatango
2. Enter a subject name (e.g. Tatango Phone Report)
3. Under Schedule Details 
 1. Frequency - Daily 
 2. Start Date - Today’s date
 3. End Date - 1 Year from today (this is the furthest out you can schedule)
4. Click Schedule