Effective Date: 9/16/2022
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 this 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:
2. Request an API Key by contacting Support@setforth.com. Your API Key will look similar to:
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
&address=123 New York Avenue
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:
address=123 New York Avenue