Capsule Integration

Capsule is a simple and easy to use contact and sales management tool. Capsule integrates seamlessly with MPZMail to not only synchronize your contacts but also to provide a marketing summary view when looking at a contact within Capsule. This summary view will show you how engaged with your marketing efforts a contact is, their recent campaign interactions and subscriber activity. 

In this article:

What does the Capsule integration do?

How to connect Capsule to MPZMail

How to set up Capsule integration actions

How to manage the Capsule integration

How to use your saved Capsule lists as segments

How to disconnect the Capsule integration

What does the Capsule integration do? 

Connecting Capsule to your MPZMail account will bring across all of your Capsule contact data as well as tags and custom fields. Any changes made to contact details, custom fields and tags in either platform will be automatically synced in both places. The integration will also synchronize your saved Capsule contact lists as segments in MPZMail.

Within Capsule your marketing and campaign activity is summarized when viewing a contact and will display the contacts recent interactions with campaigns and site visits. Capsule also pulls in the subscriber status for your contacts making it simple to filter for active contacts or those who have been blocklisted. 

How to connect Capsule to MPZMail

If you’re an existing Capsule customer you can connect Capsule to MPZMail by following the steps below. If you’re new to Capsule you’ll need to sign up for a new account - once you have created a Capsule account you can set up the integration from within Capsule. 

Connecting an existing Capsule account

  1. In MPZMail, go to the Account menu > IntegrationsAdd Integrations > click View/Install under Capsule
  2. Enter the subdomain for your Capsule account > Continue
  3. Grant MPZMail access to your account by clicking Allow
  4. The integration will now sync all your Capsule contact data to MPZMail, contacts will be added to a new Group named Capsule (if you already have a Group named Capsule your contact data will be synced to this Group)

If you have duplicate or invalid email addresses for any of your Capsule contacts you will be able to view and resolve this via the report. 

Once the sync has finished you can start sending email campaigns to your Capsule contacts and use integration actions in your automations. Any new contacts added to Capsule will be automatically synced to your Capsule Group in MPZMail. 

How to set up Capsule integration actions

Integration actions are triggers that update your Capsule contacts or create notes or tasks based upon certain actions being performed in MPZMail. 

Integration actions can be set up in three ways: 

  • For the integration as a whole - these actions will apply to all Capsule contacts for each campaign you send
  • As specific actions defined for a particular campaign 
  • As actions within your automations 

How to setup and use Capsule integration actions 

Integration actions apply to all contacts within the Group your Capsule integration syncs with. Each time a contact within that group triggers an action an update will be sent to Capsule, in the form of; updating the contact, adding a note to the contact, creating an appointment for the contact or creating a brand new contact. Capsule integration actions are set up either when you enable the integration or at a later date via the Manage page for the integration.

If you’re sending regular emails to your Capsule contacts you might want to set up an action that adds a note in Capsule once a contact has clicked links in 3 consecutive campaigns - this note can help your Sales Team identify engaged leads who might be worth following up with on a more personal level. 

Likewise, if you don’t want your Sales team reaching out to contacts who have unsubscribed from your marketing materials you can add a note to Capsule any time a contact unsubscribes. 

How to setup and use Capsule actions for specific campaigns 

For each campaign you send there is an Integration step where you can define specific actions that will update or create Capsule contacts if triggered. 

To set up a Capsule action for a campaign when you get to Step 3 of the campaign wizard click + Add an Action > select the appropriate trigger > then select the Capsule integration action that you want to run > Add action 

This powerful feature means you can add a note when a contact clicks on a specific link in your campaigns - giving your Sales Team greater insight of what goods/services a contact might be interested in ahead of any follow up calls. 

How to use Capsule actions within your automations  

When creating Automations in MPZMail you not only have access to the Capsule integration actions when emails are opened or contacts unsubscribe - but you also have the ability to drive automations off other Capsule triggers such as when an Opportunity is created or when a Case is closed. 

Using these triggers you can automate: 

  • Sending a new proposal email each time an opportunity has been created 
  • Sending a welcome email to each new Capsule contact 
  • Adding a tag to a contact when an opportunity reaches a certain milestone 
  • Updating custom fields 

For more information on Automations, check out our Automations Guide

How to manage the Capsule integration

With the integration up and running, if you need to change the Group your Capsule contacts sync to, force a re-sync of your data or configure your integration actions you can do this by going to the Account Menu > Integrations > click Manage next to Capsule. 

How to use your saved Capsule lists as segments

When you enable the Capsule integration MPZMail will sync all of your saved contact lists as Segments which you can use when sending Campaigns or within your Automations. Segments created from your saved Capsule lists will have the Capsule logo next to them. 

The Segments synced to Capsule cannot be edited from within MPZMail. If you want to change the filters in the Segment you can do this from within Capsule or create a copy of the Segment in MPZMail. To create a copy of a Segment go to Contacts > Segments > find the Segment you wish to copy and click the three horizontal dots to the right of the screen > select Copy Segment > give the new Segment a name > edit the filters as required > click Save this segment.

How to disconnect the Capsule integration

To disconnect the Capsule integration go to Account Menu > Integrations > click Manage next to Capsule > Disconnect

When you disconnect Capsule from MPZMail your contacts will remain in MPZMail but the sync between Capsule and MPZMail will stop. 

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