What is a Tracking Integration?
Tracking integrations in Bonzo are advanced functionalities that connect the platform with external tracking and analytics services. These integrations are essential for engaging customers beyond the initial transaction by offering insights into their behaviors and needs post-conversion. For example, they can indicate when a customer might benefit from refinancing based on changes in loan details or property values.
Tracking integrations differ from other integrations as they primarily export data from Bonzo to external tracking systems. This distinction influences how data is managed and troubleshot within the platform.
Direction of Data Flow: Exporting Data from Bonzo
Unlike typical integrations that pull data into Bonzo using Webhooks, tracking integrations push data out. This involves setting up event hooks that trigger when specific actions occur within Bonzo, such as a loan closing. These event hooks automatically transmit data from Bonzo to the chosen tracking platform.
Popular Tracking Integrations
- Homebot: Analyzes mortgage and property data to suggest timely financial decisions to homeowners.
- Handwrytten: Enhances customer relationships with personalized, automated mailings such as anniversary cards and thank-you notes, adding a personal touch to digital interactions.
Setting Up and Operating Tracking Integrations
To set up a tracking integration in Bonzo, follow these steps:
- Submit a setup request to Bonzo’s integration team under the Custom Integrations tab in your Settings.
- An enablement form will be provided to gather necessary details and permissions, ensuring proper setup and authorization.
- Specify which Pipeline Stage within Bonzo (e.g., loan closure) should trigger the automatic sending of data.
- When the trigger occurs, Bonzo will automatically send the relevant customer data to the selected tracking platform.
Monitoring Tracking Integrations
Bonzo provides tools within the contact Details section to monitor the success of data exports from tracking integrations:
Notes in Contact Details: Each contact’s detailed notes section logs responses from the tracking system. After a data push is triggered, this section is updated with feedback indicating whether the push was successful or if errors occurred. For example:
- Success Confirmation: Notes like “Client created” confirm successful data transfer.
- Error Messages: Any issues during data transfer are logged, with specific error messages provided by the tracking system.
These notes are essential for troubleshooting, providing immediate insight into potential issues and whether the data reached its destination.
Resolving Issues with Tracking Integrations
If a contact does not appear in the tracking system or errors are noted in the Contact Details, follow these steps:
- Verify and Update Contact Information: Ensure all required fields are filled correctly. Missing or incorrect data is a common cause of failed data exports.
- Re-trigger Data Transmission: After making corrections, you can re-initiate the data push by adjusting the contact’s Pipeline stage. This action forces Bonzo to resend the updated data to the tracking platform.
- Engage with External Support: For persistent issues or unclear errors, contact the support team for your tracking software. They can offer further insights and help resolve system-specific issues.
Using Homebot as an example:
Required Information to Send to Homebot:
- First Name
- Last Name
- Birthday
- Property Address
- Property Value (Appraised Value in Bonzo)
- Purchase Price
- Close Date
Note: To learn more about Integrations, click on the link below.
Integrations: General Overview