[Archived] Syncing P2P and F2F Custom Fields to VAN

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Integrations

 

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Introduction

This guide will help you set up a sync instruction to keep your text message custom fields in sync with NGP VAN's "Canvass Response" endpoint.

How it works

Impactive enables two custom fields by default: P2P Messaged At and F2F Messaged At. 

The F2F Messaged At custom field is appended to a contact when you text them in a friend-to-friend text messaging action. The P2P Messaged At custom field is appended to contact when you text them in a peer-to-peer text messaging action.

You can create a sync instruction to sync these fields with NGP VAN's "Canvass Response" endpoint.

Instructions

P2P Messaged At

To sync the "P2P Messaged At" custom field with "Canvass Response" go to Settings > Integrations > Create Sync Instruction (you'll need to have an active API key to do this.)

1. Toggle "NGP VAN" under "Instructions For".
2. Name your sync instruction in "Instruction Name". We encourage you to call it "P2P Messaged At".
3. Select "Custom field" under "Instruction For"
4. Under "For custom field", select "P2P Messaged At".
5. Under "Type", select "Canvasser Response".
6. Under "Object", select the VAN contact type of your choice. We encourage you to use "SMS Text".
7. Last, under "Result code", select the VAN result code of your choice. We encourage you to use "Texted".

Click "create" to finish the configuration.

van_p2p.png

If implemented correctly, any time a voter receives a peer-to-peer text in Impactive, they will receive a canvass result in NGP VAN under the  "SMS Texted" contact type and "Texted" under the result code.  

F2F Messaged At

To sync the "F2F Messaged At" custom field with "Canvass Response" go to Settings > Integrations > Create Sync Instruction (you'll need to have an active API key to do this.)

1. Toggle "NGP VAN" under "Instructions For".
2. Name your sync instruction in "Instruction Name". We encourage you to call it "F2F Messaged At".
3. Select "Custom field" under "Instruction For"
4. Under "For custom field", select "F2F Messaged At".
5. Under "Type", select "Canvasser Response".
6. Under "Object", select the VAN contact type of your choice. We encourage you to use "Personal Phone".
7. Last, under "Result code", select the VAN result code of your choice. We encourage you to use "Texted".

Click "create" to finish the configuration.

van_f2f.png

If implemented correctly, friends or family receiving a friend-to-friend text in Impactive will receive a canvass result in NGP VAN under the "Personal Phone" contact type and "Texted" under the result code. 

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