August 17, 2012

UPDATED March 1, 2020

To configure  Connect First into your sticky.io CRM instance, you will go to Settings>Providers and  under ACTIONS select Add New Provider Profile.Select the type = Call Confirm and select Connect First from the drop down. Fill out the required parameters which are outlined below and click “Save”.

For more information on this Provider click here https://www.connectfirst.com/

These parameters are briefly described here for your reference:

Security Key – Will be provided to you by Connect First
​Campaign – Will be provided to you by Connect First
​List Name – Will be provided to you by Connect First
​Platform – Will be provided to you by Connect First
​Processing Mode – Confirm All Orders, including Initials and Rebills. Or, Confirm All Initial Orders only.
​Alias – For internal purposes only to help you organize among multiple provider profiles within your CRM 

After you have configured your Call Confirm Provider account into your CRM, you will assign it at the campaign level. This means that it will not be automatically enabled on all your campaigns; instead, you will assign it to those campaigns that you choose to assign them too.