This article describes how to set up the Mixmax connector in your Customer Data Hub account.
In this article:
Table of Contents Placeholder
Connector Actions
Action Name |
AudienceStream |
EventStream |
Create a Contact |
✓ |
✗ |
Update a Contact |
✓ |
✗ |
Delete a Contact |
✓ |
✗ |
Add Contact to a Contact Group |
✓ |
✗ |
Remove Contact from a Contact Group |
✓ |
✗ |
Configure Settings
Go to the Connector Marketplace and add a new connector. Read the Connector Overview article for general instructions on how to add a connector.
After adding the connector, configure the following settings:
Action Settings - Parameters and Options
Click Next or go to the Actions tab. This is where you configure connector actions.
This section describes how to set up parameters and options for each action.
Action - Create a Contact
Parameters
Parameter |
Description |
Email |
|
Name |
|
Contact ID |
- Google ID that this contact is associated with, if a contact exists in Google Contacts for this same email address.
|
Salesforce ID |
- Salesforce ID that this contact is associated with, if a contact exists in Salesforce (either contact or a lead) for this same email address.
|
Mark As Used |
- True or false.
- Meta-field
- Will increment the contact's usedCount and also set the timestamp to now.
|
Enrich |
- True or false.
- Meta-field
- If true, will merge in information from third party sources such as Salesforce if there is a Salesforce account connected and the email address of this contact matches.
|
Meta |
- Contact variables from any source, such as Salesforce, that are used to populate sequences and template variables.
|
Action - Update a Contact
Parameters
Parameter |
Description |
ID |
|
Email |
- The email address for the contact.
|
Name |
|
Contact ID |
- Google ID that this contact is associated with, if a contact exists in Google Contacts for this same email address.
|
Salesforce ID |
- Salesforce ID that this contact is associated with, if a contact exists in Salesforce (either contact or a lead) for this same email address.
|
Meta |
- Contact variables from any source, such as Salesforce, that are used to populate sequences and template variables.
|
Action - Delete a Contact
Parameters
Action - Add Contact to a Contact Group
Parameters
Parameter |
Description |
Contact Group ID |
|
Email |
- Email of the contact to add.
- Resolves the email to a contact owned by the user.
- Either Email or Contact ID must be defined.
|
Contact ID |
- The ID of the contact to add to the group.
- Either Email or Contact ID must be defined.
|
Name |
|
Meta |
- Contact variables from any source, such as Salesforce, that are used to populate sequences and template variables.
|
Action - Remove Contact from a Contact Group
Parameters
Parameter |
Description |
Contact Group ID |
|
Contact ID |
- The ID of the contact to remove from the group.
|