SendX Connector Setup Guide

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This article describes how to set up the SendX connector in your Customer Data Hub account.

In this article:

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SendX is a cloud-based SaaS platform that provides easy-to-use email marketing automation and lead generation solutions for your web business.

Connector Actions

Action Name	AudienceStream	EventStream
Add or Update Visitor	✓	✗
Add Tag To Visitor	✓	✗
Remove Tag From Visitor	✓	✗

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:

• API Key: Your API key can be found on your SendX settings page.

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 - Add or Update Visitor

Parameters

Parameter	Description
Team ID	Your Team ID can be found on your SendX settings page.
Email	In case email of an already existing contact needs to be updated, then specify current email under Email property and updated email under New Email property. For more information, see: https://app.sendx.io/playground/#!/Contact/post_contact_identify.
First Name	First name of the visitor.
Last Name	Last name of the visitor.
New Email	In case email of an already existing contact needs to be updated, then specify current email under Email property and updated email under New Email property.
Company	Company of the visitor.
Birthday	Birthday of the visitor. Format: YYYY-MM-DD.
Custom Fields	If a custom field doesn't exist, then it is created and associated with the contact along with the corresponding value. If the custom field already exists, then the value is updated.
Tags	If a tag doesn't already exist, this call will create it. Note that you can only send one tag with this API call, but a visitor can have multiple tags associated with them. To add additional tags or remove tags, use the Add Tag to Visitor or Remove Tag from Visitor action.

Action - Add Tag To Visitor

Parameters

Parameter	Description
Team ID	Your Team ID can be found on your SendX settings page.
Email	Email of the visitor.
Tag	Tag to be added to visitor profile.

Action - Remove Tag From Visitor

Parameters

Parameter	Description
Team ID	Your Team ID can be found in your SendX settings page.
Email	Email of the visitor.
Tag	Tag to be removed.