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APSIS One interface with Tribe CRM
APSIS One interface with Tribe CRM
Updated over 2 months ago

The interface between Tribe CRM and APSIS One brings together the best of both worlds, CRM and Marketing. Where you manage your relationships within Tribe CRM, the link ensures that you can directly approach these relationships with the endless possibilities that APSIS One offers you. In this article, you will read all the possibilities regarding this link.
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  1. What functionality does the interface with APSIS One offer?
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  2. What steps should I take to activate the interface?
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  3. How do I link CRM data to profiles in APSIS One?
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  4. How does the e-mail interface between APSIS One and Tribe CRM work?
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  5. How does the SMS interface between Apsis One and Tribe CRM work?
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  6. How does the marketing automation link between Apsis One and Tribe CRM work?
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1 What functionality does the interface with APSIS One offer?

After activating the link, all persons from Tribe CRM are synchronised to APSIS One. This ensures that you can immediately get started with your marketing campaigns. New people added in Tribe at a later time are retrieved by APSIS, just like existing relations that have been updated.
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The marketing actions from APSIS One, such as sending e-mails or SMS, are visible in Tribe CRM in the Apsis marketing campaign activity, while the result of opening and clicking on the campaign can be seen in the Apsis marketing campaign result activity for each relation. You link selections in Tribe CRM to profiles in APSIS One for targeted campaigns.
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In addition, marketing automations from Apsis One can be used to create a task in Tribe CRM, for seamless use of both systems.
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2 What steps should I take to activate the interface?

Full activation consists of two steps. The activation of the link itself, where you link the Tribe fields to the Apsis field, among other things, and the synchronisation of the relationships' permissions.
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Step 1: Activating the interface
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  1. Navigate to the marketplace in Tribe CRM.
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  2. Click on the Email marketing tab.
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  3. Activate the APSIS One link.
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  4. The link will now automatically install the necessary settings that are part of the Apsis One module. This may take some time.
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  5. Open the settings and check that the default country code for phone numbers is set correctly.
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  6. You can skip the selections screen for now, this will be explained further in chapter 3. Click Save.
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  7. Copy the Api URL and Api Key from the connector screen.
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  8. Now open APSIS One.
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  9. Navigate to the Integrations menu.
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  10. If the APSIS account contains multiple sections , select the appropriate section to activate the connector.
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  11. Open the CRM tab and click connect to the Tribe integration and click the continue button.
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  12. Here, paste the API URL and Api key from the connector screen into Tribe and click connect.
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  13. The integration settings will now open. Open the field assignments tab . Here you define which fields from Tribe CRM you want to synchronise to APSIS One. By default, the fields ID, e-mail and mobile are linked. If desired, link additional fields to the appropriate field in APSIS One. Additional linking fields can be created in Apsis One in the section's data model.
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  14. Then open the full synchronisations tab. Click the start full synchronisation button here.
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  15. The synchronised relationships are shown in Apsis One in the target group menu. Then click the Profiles tab for the list of relations. Note: if you use multiple sections within Apsis One, select the correct section first for the correct overview in the profiles. It may take some time before all relations are synchronised.
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Step 2: Consent/opt-in
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Marketing actions in APSIS One are performed on the basis of permissions. The user must have given your organisation permission to send marketing messages. In Tribe CRM, you record this by means of a label attached to the relation. The label must be part of a label category where opt-in is activated. Relations with an opt-in label are included in the APSIS One messages. You define opt-in labels in the configuration.
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Follow the steps below to define a new label:
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  1. Navigate to configuration.
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  2. Click on labels in the menu.

  3. Open an existing label or create a new one.
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  4. Activate the Opt-in slider.
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  5. All labels in this category are now of type opt-in. In Apsis in the CRM configuration, open the permissions tab. Here, select the opt-in label categories you defined in Tribe and link them to a permission list in APSIS One. Define here whether the person has given consent for email and/or SMS. (This requires subscriptions to be defined in Apsis One).
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  6. Then open the full synchronisations tab. Click the start full synchronisation button here.
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Read this article for more information on linking a label to a relation and further use of labels in Tribe CRM.
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3 How do I link CRM data to profiles in APSIS One?

In APSIS One, profiles are created of people. In the Tribe CRM connector, you can create selections and link them with the profiles in APSIS One. This adds a Tribe CRM tag to the relation in APSIS One. You can then use this tag in the various marketing actions.
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Follow the steps below to create a selection:
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  1. Open the marketplace in Tribe CRM and click on the APSIS One connector.
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  2. Click on the blue settings button.
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  3. Click the + button to create a new selection.
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  4. Enter a name and add the selection conditions.
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  5. Click the save button.
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    Selections Apsis One - Tribe CRM connector
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  6. Open the Tribe integration page in APSIS One.
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  7. Navigate to searches and profiles.
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  8. Click the manage button.
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  9. You will see the names of the selections from Tribe here. Check the box. APSIS One will then automatically trigger the import during the day to update the tags or start the import manually.
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4 How does the e-mail interface between Apsis One and Tribe CRM work?

Apsis One is the basis for sending an e-mail. This is where you create the template, make the selection of relations and send the e-mail. Need help creating an e-mail in Apsis One? Apsis One has an extensive knowledge base, check out the articles on creating an email in Apsis One. Also check out the article on subscriptions within Apsis One.
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The link between the email in Apsis One and Tribe CRM is established in the Send to step in Apsis One's email settings. Activate CRM synchronisation here. The campaign results from Apsis One are also displayed in Tribe CRM.
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Marketing campaign
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After activating and sending the campaign, an Apsis marketing list is created in Tribe. This activity can be found on the Apsis dashboard and contains a full overview of the campaign results.
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The marketing campaign activity contains the following data:
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  • the subject of the campaign, as entered in Apsis
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  • the number of emails sent
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  • the number of emails delivered
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  • the number of emails opened, these are unique numbers
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  • the number of clicks in the mail, these are unique numbers
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  • the number of emails not delivered.
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Apsis will update the most up-to-date data via periodic synchronisation.
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Marketing campaign result
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In addition to the marketing campaign, for each person in the campaign, an activity Apsis marketing list result is posted in the timeline in the closed activities. Here the campaign results for this specific person are shown, per campaign.
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5 How does the SMS interface between Apis One and Tribe CRM work?

The SMS link between Apis One and Tribe CRM functions in the same way as the mail link. If you are not yet completely familiar with SMS via Apsis One, check out the knowledge base for more information.
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The link between the SMS in Apsis One and Tribe CRM is established in the Send to step in Apsis One's SMS settings. Activate CRM synchronisation here. The campaign results from Apsis One are also displayed in Tribe CRM in the Apsis marketing list activity.
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Note:
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To send an SMS, Apsis needs a phone number incl. country code. So make sure you enter this in Tribe as well. The formatting of the number in Tribe is not important. The number will be forwarded to Apsis without any special characters.
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If the phone number in Tribe does not contain a country code, it will be automatically added during synchronisation based on the country code of the country you have defined in the Apsis link. Only phone numbers of 10 digits or more will be synchronised.
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6 How does the marketing automation link between Apsis One and Tribe CRM work?

Apsis One offers extensive features for marketing automations. One of the available features is the integration with Tribe CRM. The integration supports the creation of a task for follow-up in Tribe. In Apsis, you record the following:
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  • the relations for which a task is created
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  • the subject of the task
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  • the owner of the task
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  • the task type
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  • the start date
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  • the end date (deadline date)
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More information on creating marketing automations in Apsis One can be found on the knowledge base.

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