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.