Sync Supporter Addresses to your CRM

When you sync your CRM to New/Mode, most supporter data is automatically connected to the right data fields in your CRM, but you need to take additional steps to sync addresses.

This walkthrough will be relevant to you if you’re working with campaign tools using address-based targeting in which a supporter enters their full address (not postal code only!) into the tool’s address fields.

The process is a bit different depending on the CRM:

For NationBuilder, Salsa, Salesforce, and CiviCRM:

 

Step 1: Familiarize yourself with our five handy address tokens. Each of these tokens is associated with an address field filled out by your supporters:

  • [submission:values:address:thoroughfare]
  • [submission:values:address:locality]
  • [submission:values:address:administrative_area]
  • [submission:values:address:postal_code]
  • [submission:values:address:country]

Because our tokens are mapped to Google’s international standards, they might seem a bit unfamiliar. Here are a few quick translations:

  • thoroughfare = street
  • locality = city
  • administrative area = state or province
  • postal code = postal or zip code
  • country = country (ok, that one’s a bit too easy…)

 

Step 2: To sync up address fields, go to the CRM Integrations page under Advanced settings, and click the Edit [CRM] API link:

 

Step 3: You’ll be taken to a page entitled Add new “[CRM] API” target. This is the page where all the real syncing magic happens. Of course, you've already set up your CRM API target, you're just going to tweak it a little now. Scroll down to the Constant field values section of the page:

 

 

Step 4: Use the CRM Field dropdown menu to find the field that you want associated with a related address token value. Each CRM uses different field values, so you’ll have to use your knowledge of your CRM to find the right fit.

Here is an example using our thoroughfare/street token with two different CRMs. For Salsa, the thoroughfare/street token may map onto the Street field:

 NationBuilder, on the other hand, this address information may map onto the home address_first address line field:

 

 

Step 5: Repeat this process until you’ve included all the fields relevant to your CRM and mappable via the five constant value address tokens discussed above. Click Save.

Now anytime a supporter enters address information into your campaign tool, our tokens will automatically grab that data and transfer it into your CRM. Teamwork makes the dream work!

For ActionKit, Action Network, Engaging Networks, and HubSpot:

 

Step 1: Familiarize yourself with our five handy address tokens. Each of these tokens is associated with an address field filled out by your supporters:

  • [submission:values:address:thoroughfare]
  • [submission:values:address:locality]
  • [submission:values:address:administrative_area]
  • [submission:values:address:postal_code]
  • [submission:values:address:country]

Because our tokens are mapped to Google’s international standards, they might seem a bit unfamiliar. Here are a few quick translations:

  • thoroughfare = street
  • locality = city
  • administrative area = state or province
  • postal code = postal or zip code
  • country = country (ok, that one’s a bit too easy…)

Step 2: Go into the Components page under Advanced settings. Scroll to the bottom of the page to create a new component:

 

Step 3: Select the component type Hidden, and name the tool based on the address field you will associate with it:

 

Step 4: You’ll be taken to the Edit Component page. Scroll down to the Default Value field and enter the address token you want to be associated with the corresponding CRM field:

 

Step 5: Below the Default Value field, you’ll see a Send to [Your CRM] API menu. Find the CRM field that corresponds with the address token you’ve just entered:

 

Step 6: Save Component. You’ll be taken to your tool preview page. Navigate back to your CRM Integrations screen, where you’ll see your newly added and synced address component:

 

Step 7: Repeat this process for all the New/Mode address components that correspond to your unique CRM address fields.