Notes for Dean: Using Catapult as your main opt in database but your CRM system is gathering the details, then you would want to use this scenario.
(Note: These scenarios are for when you need to keep your system and Catapult data in sync. Catapult does not collect additional data automatically, so you need to use APIs to communicate between your systems and Catapult.)
- Someone subscribes using Catapult. This is the Subscription Added Callback.
- Someone updates their preferences and personal data. Outside of Catapult. Developer would use the Update a Person API. (Note: If there is custom data you want to store, custom fields need to be set up head of time.)
- Someone unsubscribes. Use the Subscription Removed Callback.
If you want to take advantage of Catapult's capabilities, you can send Catapult the relevant data about Subscribers in your Customer Relationship Management (CRM) system to take full advantage of Catapult's extensive targeting and personalization capabilities. You can do this through a combination of Application Program Interface (API) calls and callbacks to do the following:
- Easily keep Catapult in sync with your most current People data.
- Have your system notified each time a Person is confirmed on a list or opts out of a list.
- Have your system notified when data is exchanged between the two systems.
(Make this a Note, not a heading) New Subscribers - Customer Hosted
When a Person adds a mobile number to your preference center, and you want to sign them up, you should go through the Subscriber Sign-up Through a Mobile Phone process as described in the previous scenario.
(Note: This is related to number 1 above) New Subscribers - Catapult Hosted
When a new Subscriber comes into your mobile database through a Catapult landing page or Short Message Service (SMS) opt-in, your CRM system can receive a callback to an API endpoint.
The following example shows a Subscription Added Callback.
Note: If you need Catapult to call a pre-existing API, the Vibes Mobile Solutions Group can create a custom integration solution for you.
Opting Out Subscribers (Note: This is number 3)
When a Person opts out via their mobile device, Catapult will send your system a notification that they are no longer a mobile Subscriber, as shown in the following example.
Updating Data About Your Subscribers (Note: Number 2)
As shown in the following API Call example, when updating data about your Subscribers, you can use a unique identifier in your CRM system (external_person_id), or you can use the Vibes person_id.
Note: If you are unable to update by ID and only have the Mobile Directory Number (MDN), then you can use the Add Person API call, and Vibes will merge the MDN's information with the existing person.
As shown in the following Return example, you will receive back an HTTP code letting you know if the Person body was returned, if the Person was not found, or if the MDN can’t be changed.
For more detailed information on these API and Callback examples, see the following topics: