Announcing MarketSmart Open API

Welcome to the first blog post for the MarketSmart Dashboard! This is where you can learn about product updates and what we’re currently working on. We’ve made some changes to your dashboard that are outlined below.

We are excited to announce the official MarketSmart Open API in Beta! Want to be among the first to test it out and provide feedback? Sign-up for beta here.

What is an API?
An API is an Application Programming Interface.

  Application: A software program on your computer. In this case, the MarketSmart Dashboard!
  Programming: The process of writing software.
  Interface: How you interact with the application.

APIs operate as gates, allowing companies to share select information. You can read more about them here.

How do I benefit?
APIs can definitely make your life a little easier. Instead of downloading your campaign data in the Data Center and manually updating your CRM with each prospect’s responses, your IT team can make an API request in our Dashboard to pull the following information directly into your CRM:

• Email
• First name
• Last name
• Address line 1
• Address line 2
• City
• Zip code
• State
• Country
• Province
• Phone number
• Notes entered in the dashboard
• Hidden fields
• Engagement Score calculated using MarketSmart proprietary algorithm
• Consideration data based on latest survey data
• Demographic data
• Charity ranking based on latest survey data
• Last activity (Can be either from site visit or survey submission)
• Date which the prospect was created in our dashboard
• Date which the prospect was updated in our dashboard
• Survey results for all efforts
• ms_pid
• And more

How do I use it?

You must be an Admin user (in this case, typically someone from your IT team) in order to generate an API key. All keys have an automatic expiration date of three months from the time of generation. Your API key must be protected against unauthorized usage. It is important that you treat the API key like a password since anyone with this key will have access to your data.

To view our API Documentation, visit this link.

What is an ms_pid and why is it showing in my exports?
ms_pid (MarketSmart Personalized Identification), is the unique ID assigned to each of prospect record in your Dashboard. It’s what we use to create personalized URLs when we send emails on your behalf and how we pre-fill donor data in forms. The ms_pid data point being passed through your campaign data is part of our Open API update.You will need to include ms_pid as a new field in your CRM in order to match prospect data to your CRM.

Have questions?
After your developers have reviewed our API Documentation, let us know if you’d still like to chat.

All my best,

Elizabeth Weiland
Product Manager
lweiland@imarketsmart.com

P.S. Many of our clients like to be involved in testing/providing feedback about new features. Do you have a lot of great feedback you’d like to share about the dashboard? We’d love to hear from you.
Spots are limited! Sign up here.

April 3, 2018