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We have developed two types of integrations, applicable to many systems such as SugarCRM, Salesforce, VTiger and others, which allow to update bidirectionally the user status (subscribed/unsubscribed) inside the CRM. Both modes require on your side some work for the development and integration with the CRM. The two modes are:
Batch FTP
Pros: Simple simple and easy
Cons: not in real time (update takes place at night)
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The database of contacts (full or just the newly added or changed since last importdiff), possibly with status indication (subscribed/unsubscribed) and insertion in lists or groups (infinite groups can be created within a list) must be moved from the CRM to a FTP space. The status (subscribed/unsubscribed) is list-specific. For further details please see the chapter “Batch FTP synchronization”. MailUp generates the flow of unsubscriptions towards the CRM in two ways:
- Via batch FTP mode;
- Via API call to customer’s public procedure (following specifications provided by the customer).
Web service o API
Vantaggi: in tempo reale
Svantaggi: più laborioso lato sviluppo da parte vostra
Come funziona:
In tutte le pagine del CRM dove la scheda utente viene modificata (in particolare i dati anagrafici e lo stato iscritto/disiscritto), viene aggiunta una sezione di codice che via API standard o web service va ad aggiornare contestualmente il DB MailUp. Dettagli tecnici in allegato.
Da MailUp viene generato il flusso delle cancellazioni verso il CRM:
- In modalità batch ftp notturna
- Tramite chiamata API a vostra procedura pubblica (su vostre specifiche)
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- Il mio sistema richiede una tipologia di integrazione non prevista in questo documento, si può fare?
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- Posso mettere MailUp nella mia server farm e personalizzarlo liberamente?
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- Come posso creare un form di iscrizione che iscrive a più liste contemporaneamente?
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- Posso fare in modo che quando l'utente si disiscrive, venga disiscritto da più liste automaticamente?
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- A seguito di una iscrizione, posso registrare l'iscritto anche in altre liste/altri sistemi?
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- Quanto costa usare le Procedure d'Integrazione di MailUp?
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- Posso usare MailUp per spedire messaggi dalla mia applicazione, senza dover entrare nel pannello di controllo MailUp?
Si, ci sono diversi web service disponibili a questo scopo. Il più semplice è SendNewsletterFast, descritto nei capitoli 8.2.1 e 13.4.6services or APIs
Pros: real time
Cons: more complex to develop on customer's side
How it works:
A code section is added to all the CRM pages where the user file is modified (personal data and status subscribed/unsubscribed in particular). This section updates the MailUp database via standard APIs or Web Services. MailUp generates the flow of unsubscriptions towards the CRM in two ways:
- Via batch FTP mode;
- Via API call to customer’s public procedure (following specifications provided by the customer).
The user can then switch from the CRM to MailUp by just pressing one button (an auto log-in procedure can be activated), manage the contacts inside the CRM but then needs to access to MailUp in order to send. The user logs in to the MailUp console without password, composes the message, chooses the target (browsing by group, list or applying filters), then sends the message and analyzes sending statistics.
MailUp personnel can provide support and a testing environment. In addition, we can give you credits for this kind of integration if you wish.
- My system requires a type of integration not included in this document. Can it be developed anyway?
Our technicians can analyze and evaluate any custom integration between MailUp and other external systems. If the requested development can be used by other customers as well, no additional fees will be charged to the customer asking for it.
- Can I install MailUp in my server farm and personalize it?
Unfortunately this is not possible for two reasons. Firstly, MailUp architecture consists of several frontend, backend, sql and sending servers, with redundant connections, to ensure the highest performance and reliability. Secondly, the sending infrastructure is configured so that the sendings are distributed across several IPs, according to constantly changing rules and to the agreements with ISPs, that often also provide guidelines to be followed. We have also signed agreements with many important ISPs, so to allow whitelisting and to prevent messages to be blocked by antispam filters, even with high volumes of emails being sent. MailUp has also agreements in place with ISPs to handle feedback loops. This infrastructure, also connected to domain and DNS management (e.g. DKIM signatures) is hardly replicable externally, both because of its complexity and because it has to be constantly monitored and updated.
- How do I create a subscription form that allows subscription to more than one list at the same time?
You can use the API Subscribe.aspx. XMLSubscribe.aspx can be also used, but in this case a confirmation email will be sent for each selected list. As an alternative, it is possible not to send the email, though we would not suggest this practice.
- Is there a way to unsubscribe a user from all lists when he unsubscribes from one of them?
You need to activate a post-operation: after the unsubscription, MailUp can perform predefined actions, such as calling external procedures to update customer’s CRM or CMS, or unsubscribe that user from specific lists. The set-up of post-operations is available free of charge.
- Do MailUp integration procedures have an additional fee?
All integrations are available free of charge except for Batch Zip FTP mode.
- Can I use MailUp to send messages from my system, without logging in to the MailUp console?
Yes, there are several web services which would serve the purpose, the simplest being SendNewsletterFast.
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