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

In this article:

Table of Contents Placeholder

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:

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
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.