Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Posting Leads into Direct Mail Manager via HTTP Request | October 15, 2024 | 0.4 |
The following article will guide you through the steps to post a record directly into the mailer database versus creating a contact in the CRM.
1. Upload a sample .csv file that contains the column headers into the direct mail database and then complete the field mappings from that file to their corresponding CRM fields. If your Direct Mail Manager field mappings are already configured, you may skip this step. For more information on the field mapping process, please see steps 1-4 of our Direct Mail Manager article (opens in new tab).
Here is an example of the field names and field mappings that we will use later on in the post:
fname=First Name
lname=Last Name
address=Address 1
city=City
state=State
refid=External ID
2. Request an API Key by contacting Support@setforth.com. Your API Key will look similar to:
a14a4e47-9c78-f146-0334-9a03d5e86cb2
3. Combine your data from steps 1 and 2:
Posting URL: https://login.forthcrm.com/post/maildata.php?
API Key: api_key=a14a4e47-9c78-f146-0334-9a03d5e86cb2
Posting fields:
fname=John
&lname=Smith
&address=123 New York Avenue
&city=New York
&state=NY
&zip=10001
&refid=10008
Your post should look like this:
https://login.forthcrm.com/post/maildata.php?api_key=a14a4e47-9c78-f146-0334-9a03d5e86cb2&fname=John&lname=Smith&address=123 New York Avenue&city=New York&state=NY&zip=10001&refid=10008
Upon executing this URL the following client will be added to the mail database:
fname=John
lname=Smith
address=123 New York Avenue
city=New York
state=NY
zip=10001
refid=10008
Article Version History:
Version | Effective Date | Description |
Basic | 04/01/2019 | Initial Release |
0.1 | 09/16/2022 | Minor Updates |
0.2 | 11/23/2022 | Formatting Updates only. |
0.3 | 10/16/2023 | Added a header and version control footer and refreshed the screenshot to reflect the current user interface. |
0.4 | 10/15/2024 | Updated the screenshot to improve readability; no subject matter changes. |