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VIDEO: Pro Tip : Setting Up Your MA/CRM Package For Buyer Data

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CONTENT CREATORS, MA/CRM EXPERTS

This video is for both content creators who will be setting up the SplashMaker+ asset to integrate correctly with the MA/CRM package – and for the MA/CRM expert who will be setting up specific fields, automations, etc. in the MA/CRM platform to leverage the Buyer Data coming from the SplashMaker+ asset.

In this case, we are looking specifically at HubSpot. Other MA/CRM packages are similar.

Though you can set up your CRM platform in multiple ways, below are the essential Buyer Data properties you should create in your CRM platform as Single-line text fields to receive the Buyer Data from the SplashMaker+ assets. Select your package for the specific fields that will need to be set up based on the features of that package:

Once you have created the field, ensure that the Internal Name looks like the following (lower-case with underscores):

This is the format SplashMaker will be looking for. If the format is incorrect, the data integration will not work.

Now select your package below for the fields you need to create.

STARTER/PLUS/PRO
  • S1 Buyer Data
    Internal name: s1_buyer_data
  • S2 Buyer Data
    Internal name: s2_buyer_data
  • S3 Buyer Data
    Internal name: s3_buyer_data
  • S4 Buyer Data
    Internal name: s4_buyer_data
  • S5 Buyer Data
    Internal name: s5_buyer_data
  • Buyer Action Alert
    Internal name: buyer_action_alert
  • Buyer Data Report
  • Journey Share (Optional if you are providing that functionality)
ENTERPRISE

Make sure to use the exact wording shown for the labels for each property! SplashMaker is already wired to push the data into the fields named as shown – which will save you a lot of time and hassle.