Beacon

dotmailer app

Updated 2 months ago

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dotmailer is an email marketing and automation platform for marketers, allowing you to manage contacts, send email newsletters, and automate your campaigns.

With the dotmailer app for Beacon, you can keep the two systems in-sync - so there's no need for CSV uploads and manual data entry. And importantly - it means you won't accidentally email someone who's opted out of email communications.

You can also 1-click export people in Beacon to an address book of your choice in dotmailer.


link Features

link Export to address book

Want to send an email to a list of people that you have saved in Beacon? Export people to an address book of your choice in dotmailer, in just a few clicks:

link Subscriber import

When someone subscribes to your list in dotmailer, their details (email, first name, last name) are automatically added as a person in Beacon.

link Sync your opt-outs

When someone unsubscribes from your list in dotmailer, the "Email" channel is automatically removed from the "Contact Preferences" field on the corresponding record in Beacon.

Similarly, when "Email" is removed from the "Contact Preferences" field in Beacon, you don't have to also unsubscribe them in dotmailer - we'll do that for you.

link Automatic export with workflows

help_outline Workflows are a Premium tier feature. If you'd like access to workflows to automate your processes, let us know.

You can also automatically export people to Dotmailer (optionally in a particular address book) automatically after they've submitted a Beacon form, using Beacon's workflows feature.

This is particularly useful if:

  • You'd like to automatically add new supporters into Dotmailer (no manual exports!)
  • You are using Dotmailer's programs feature to send automatic email drip campaigns

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link Install guide

You can set up the dotmailer app for Beacon in minutes.

  1. Navigate to the apps directory in your Beacon sidebar, and click Install on the dotmailer app.

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  1. To connect Beacon with your dotmailer account, you need to connect your dotmailer account with Beacon, by creating an API user in your dotmailer > Settings > Access > API users.

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  1. Click Connect with dotmailer in Beacon, and add the API user email and password in Beacon:

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  1. After connecting, you can choose to edit some app settings, although usually the pre-filled settings are fine for most organisations.

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  1. Click Save Integration. That's it, you're done!
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