Follow Up Boss and Audience Integration

Follow Up Boss to Audience Features

Written by Amanda | Oct 26, 2022 3:36:15 PM

 



Features:

 

  • Tag Added will send the lead information from Follow Up Boss to Audience.

  • The tag used to trigger the integration will start with the tag information listed on the integration under Target Options > Conversation Tags, and will end with the name of an existing template found in Audience:   (Example: AUD_Test Template)

*Note: This tag can be customized, but the integration requires an abbreviation then underscore (_) for the tag to perform*


  • When the lead is created in Audience, the note that corresponds with the template name used in the tag will be added to the Submitted Campaigns list:

 

  • The following fields map over into Audience from the lead information in Follow Up Boss:

    Mapped Fields
    First Name *
    Last Name *
    Email Address *
    Address *

     

    *Note: The fields containing the * are Required fields*

  • Updating the lead in Follow Up Boss will require the addition of another tag (or remove and reapply existing tag), and will create a new lead in Audience.

 

 

 

 

Setup: Follow Up Boss to Audience Integration

 

Setup: Audience to Follow Up Boss Integration