Learn how to connect customer information stored in your ESP or CRM to Unless to segment your visitors and optimize their experience.
Using one of our integrations, you can import your contacts such as leads and customers to Unless, allowing you to display unique content to each one of these individuals. This is also known as hyper personalization.
How does that work? Each imported contact gets assigned a unique identifier and a personalized link that you can then use in your email outreach. This personalized link helps identify each contact the moment they land on the page and display content that is unique to them.
When importing contacts, you can also sync additional data points such as their industry, job title, subscription, product interest, loyalty card number, and so on. These are called "custom traits" and can be used when segmenting your visitors into audiences and creating experiences for them.
Note: Depending on your tool of choice, you might need to make a request to the Unless team to set up the custom traits for you.
Once an integration has been configured and unlocked in your account, you can set-up the connection and start importing contacts. Keep in mind that the terms used may differ per integration however the overall steps to follow are similar.
First, you need to go to the Contacts Import tab of your Unless dashboard and select "Start import" for the tool of your choice. Here you can also choose whether you would like to add these contacts to a specific audience. Eg. Customers, LeadGen from Linkedin, Subscription A, etc.
Clicking "Start import" will lead to a pop-up similar to the screenshot below. Here you can connect Unless and your tool of choice.
In the following screen, you will choose the list you would like to import. In Hubspot, the term "list" is used however depending on the tool you use, this might be called something different such as segment, audience, etc. Optionally, if you do not choose a list, all contacts in your account will be imported.
Once you click Next, the sync will start and you will be taken to the Connected integrations tab where you can get an overview of all syncs that have been set up and their status. Here, you can also "Stop sync" which will lead to that sync disappearing from this tab.
The benefit of using an integration, rather than a CSV import is the continuous syncing which keeps your data up to date in your ESP/CRM as well as in Unless.
Your existing customer data from an ESP or CRM is now connected to Unless. Next, you can use these data points to create Audiences, inject dynamic content into your Experiences, and so much more. Make sure to check out our article about Campaigns too. Below is an example of how custom traits from your ESP or CRM might appear in the Audience builder.