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Enthusem Integration Overview

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Jon Walker
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Enthusem is an offline-to-online marketing tool that automates direct mail, personalized at scale, by integrating with dynamic and trackable online experiences. This article will detail the processes involved in integrating SharpSpring and Enthusem. 

The following user roles can integrate Enthusem:

  • Administrators

Visual workflows and tasks are accessed through the  NavMarketing.png  toolbar.


Article Contents


Video Walkthrough: Integrating Enthusem

The following video shows how to integrate Enthusem.



 


Connecting Accounts

When you use SharpSpring and Enthusem you can:

  • Trigger printed direct mail from SharpSpring
  • Receive notifications in SharpSpring upon response
  • Have hyper-personalized imagery and content
  • Integrate SharpSpring landing pages

To connect a SharpSpring account to an Enthusem account, do the following:

  1. In a browser tab, log in to Enthusem.
  2. Set up an Enthusem mailer template.
  3. In another browser tab, log in to SharpSpring.
  4. In SharpSpring's top toolbar, click
    user.png  User Settings > Settings. 
  5. In the left panel, click API Settings.
  6. Copy your Account ID and Secret Key.
  7. In the Enthusem tab, navigate to SharpSpring Integration Settings.
  8. Enter your SharpSpring Account ID and Secret Key.
  9. Verify the data.
  10. Map SharpSpring users to Enthusem users.
  11. Click Save + Enable.
    


Optional Mapping

When integrating SharpSpring and Enthusem, there are certain fields that you can map. These fields—Mail Date, Pickup Code, and Update—are all optional.

To map the custom Mail Date and Pickup Code fields, do the following:

  1. In a browser tab, log in to SharpSpring.
  2. In SharpSpring's top toolbar, click 
    user.png  User Settings > Settings.
  3. In the left panel, under Features, click Custom Fields.
  4. Create a custom date field for Mail Date.
  5. Create a custom text field for Pickup Code.
  6. In another browser tab, log in to Enthusem.
  7. Enthusem, navigate to SharpSpring Integration Settings.
  8. Map the fields to one another.
    


To map the Update fields, do the following:

  1. In Enthusem, navigate to SharpSpring Integration Settings.
  2. In Field, choose the field to update.
  3. In Existing Values, copy and paste the exact values of the pick list field from SharpSpring.
  4. In Update Value, choose the value you would like the contact updated to when they respond.
  5. Map the fields to one another.
    


Configuring Workflows

You can set up a workflow to tell Enthusem what Mailer Template to send. To do so, do the following:

  1. In a browser tab, log in to SharpSpring.
  2. In SharpSpring's top toolbar, click
    Automation > Visual Workflows.
  3. Create or edit a workflow. 
  4. In the When and what your workflow should accomplish section, click the action drop-down menu.
  5. In the drop-down menu that appears, choose Postback Lead Info.
  6. In another browser tab, log in to Enthusem.
  7. In Enthusem, go to your Mailer Template.
  8. At the bottom of the page, click Integration Info.
  9. Copy the SharpSpring Code.
  10. In the workflow in SharpSpring, paste the code as the Mailer Template Postback URL.
  11. Apply time settings as needed.
  12. Click Add Action.
    


Configuring Tasks

You can set up tasks to trigger the Workflow in SharpSpring, which, in turn, triggers the Mailer Template in Enthusem. To do so, do the following:

  1. In SharpSpring's top toolbar, click
    Automation > Tasks.
  2. Create or edit a task. 
  3. In the When a contact drop-down menu, select has the field.
  4. In the First Name, Last Name, etc. text box that appears, enter the applicable created Enthusem field. 
  5. In the changes to drop-down menu, select the applicable Enthusem Mailer template.
  6. Click Add Rule.
  7. In the Workflows and Actions section, select the Enthusem Mailer Template workflow. 
  8. Click Save Changes.
    


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