You can now export audiences from your Data Warehouse to Community for SMS customer engagement.

In this Help Center article, we will walk you through the steps to get Community connected as a destination in the GrowthLoop web application. Once connected, you will be able to send your audience segments to Community for SMS customer engagement!

Prerequisites

• Before you begin this process, you must have a Community account. If you don’t, please click here to book a demo with a Community representative.

Setup Destination

1. When you sign into the GrowthLoop platform, navigate to the Destinations tab on the left sidebar and click New Destination in the top right corner.

2. When the Select Destination window pops up, type Community into the search bar and click Add Community.

3. Clicking Add Community will require you to select/insert the following information:

Destination Info:

• Destination Name: This is how the destination will be named and referred to in to the app going forward. It is helpful to make this name “marketer friendly” so everyone on your team knows its purpose.
• Sync frequency: This is the default frequency audiences will be synced to a destination. Marketers can always change frequency of an export, but this sets the default.

Credentials:

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Note:

To view the account's settings page with the Client ID and Auth Token, log in to your Community account.

• Client ID: A unique identifier that is used to authenticate and authorize API calls. To locate it, go to https://dashboard.community.com/settings/api-tokens.

• Auth Token: Unique string that serves as a credential for authentication and authorization purposes. To generate it, go to https://dashboard.community.com/settings/api-tokens and click Generate New Token.

  

4. Go ahead and select Create, and we’ll validate we have all the proper permissions to load audience data. You should now see Community in your list of connected destinations!

   

Export to destination

5. To export an audience, you’ll need to build one first. Click New Audience and Create your New Audience.

6. Once you finish building the audience, click Export Audience.

7. When the Create Export window pops up, type Community into the search bar and click Select.

8. Then in the Export Settings tab, configure your desired Export Name, Campaign Type and Export Schedule. By default, the name field will auto populate to your audience name so you can easily find it in your destination.

9. Next, set up your match fields in the Match Fields tab. Mapping Phone, Date of Birth, and State is mandatory for the export process. Ensure they are in the correct format:
   1. Phone: XXX-XXX-XXXX
   2. Date of Birth: YYYY-MM-DD
   3. State: Full name (e.g., California) or Abbreviation (e.g., CA)

10. Lastly, click Export, and you're done! Congrats on successfully exporting an audience to Community. To view it, login to your Community account and navigate to the Communities page.

Experiencing any issues when connecting to Community? Reach out to us at [email protected] and we’ll be in-touch shortly to help resolve the matter!