Integrate New/Mode with EveryAction

This is a quick guide to syncing your New/Mode actions to EveryAction, from creating an integration in your organization to customizing field mapping on individual actions.

Adding an EveryAction integration to your Organization
Connecting your EveryAction integration with an Action
Syncing the fields in your Action to EveryAction
Syncing constant values in your Action to EveryAction

Adding an EveryAction integration to your Organization

Here's how to get EveryAction connected to your New/Mode campaign. This will allow the information in your campaign tool data fields to be mapped onto your CRM data fields. 

1. Follow the steps to Create an Integration.
2. Enter your EveryAction Application Name & API Key . You may need to contact the EveryAction support team to request an API key.
   
3. Click Save at the bottom of the page. 
   

   You will be taken to your new Integration Setup page, where you'll be able to View or Edit it later:

   

    

   You can always get back to this page to Edit or View your Integration Setup by clicking the link that is now visible under Integrations on the right-hand side of your Dashboard:

   

Connecting your EveryAction integration with an Action

In your New/Mode action, open the Edit tab, and scroll down to the Integrations section of the Basic Configuration page. Select your EveryAction integration from the 'CRM Integration' menu and click on 'Save & Next' to complete the process.

Syncing the fields in your Action to EveryAction

Start by opening Advanced > CRM Integrations to arrive at the Sync Settings page:

The Sync Settings page has three columns:

If any of your action fields listed on the left-side column are not pointing to the field you want on the EveryAction field column, follow these steps:

2. Click on Edit.

3. Find the EveryAction API section and, under 'Target field in EveryAction', select the right target field from the drop-down menu.

4. Scroll down to the end of the page and click on the Save button to complete the process.

Syncing constant values in your Action to EveryAction

Constant Field Values are separate fields that allow you to attach other information to your supporter data.

1. On the EveryAction People Field drop-down menu, select the field in EveryAction that this data should go to.
2. Under Constant Value, enter the value that you'd like to be added to each Person and sent to the field you selected above. (You can also use tokens to send metadata from submissions to EveryAction).