Create, update, and/or subscribe to contacts who complete your Jebbit experiences in Cordial. Use the collected user data from Jebbit for segmentation for Email or SMS.
Setting up a Cordial Integration
There are a few steps we ask you to take so that Jebbit can securely receive access to perform the integration. You will need administrative access to your account to perform these steps.
I. Paste API Key and Account URL into a .txt file
Create an API Key
We recommend naming the Description to “Jebbit” or something similar.
Jebbit should provide you with the IP addresses to whitelist. If they have not already, please ask your Jebbit contact for this.
Provide access to all contact permissions.
Copy and paste your API Key into a new .txt file
Copy and paste your Account URL into a .txt file
For accounts located at HTTPS://admin.cordial.io/
The associated API URL is https://api.cordial.io/docs/v2/
For accounts located at HTTPS://usw2.admin.cordial.io/
The associated API URL is https://api.usw2.cordial.io/docs/v2/
II. Provide Data Mappings from Jebbit to Salesforce
Determine the specific Jebbit attributes you would like to include in your Cordial Contact data, and provide Jebbit with those Cordial field names as you would like those attributes sent.
Clarify the following:
Whether you will be collecting EU data, Non-EU data, or both
Whether users should be subscribed automatically or not
Any logic surrounding Opt-Ins, for example:
Only users who have opted in will be sent to Cordial (you must have an opt-in box)
Only users who have opted in OR opt-in is NULL (you have an opt-in box or an automatic opt-in by entering PII)
All users regardless of choice, and you can choose to have the opt-in status sent as a data value from Jebbit
Copy the information from steps 1 and 2 into your .txt file created in step 1.
Include your name and company name in the name of your .txt file.
Example File
File Name:
Jane Doe - Company A.txt
Content:
API Key: XXXXXXXXXX
Account URL: https://api.cordial.io/docs/v2/
Non-EU Data
Data Mappings:
Jebbit Attribute: Email, Cordial Field: channels.email.address
Jebbit Attribute : Phone Number, Cordial Field: channels.sms.address
Jebbit Attribute : Source, Cordial Field: signup_source
Jebbit Attribute : Outcome, Cordial Field: outcome
III. Submit your .txt file via Dropbox File Request
For security reasons, we ask that you transfer the information from your .txt file via Dropbox File request. Please submit your file using this URL.
Our Jebbit Integrations Team will be notified once this information is submitted, and will be in contact with you regarding timelines and testing.