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      2. Contacts & Audience

      How Do I Import Redtail Groups?

      Connect Your Snappy Kraken to Redtail and Pull Over Your Selected Tag Groups

      Connecting Your Redtail Account:

      If you have not yet hooked your Redtail account, start by clicking the gear in the top right to go to your Account.

      1. On the left-hand side of your account, click Redtail Account to add your Redtail credentials
      2. Insert your Redtail username and password
      3. Click the Link Account button
      4. You will receive a confirmation that your Redtail account has been officially connected

      Importing Redtail Groups:

      Now, to add your groups into the system, go to My Contacts under the My Content section.

      1. Click the Import Groups button
      2. Read and agree to the terms if applicable by clicking the checkbox at the bottom of the screen
      3. Click the Import Redtail Groups button
      4. You will now see a list of all your Redtail Tag Groups. Select the ones you want to bring into the platform and click the Import Redtail Groups button
      5. The system will process the contacts and pull them in as a new group which you can find under My Contacts

      Important Redtail Information:

      Using specific Tag Groups created in Redtail, Snappy Kraken imports the group into our segmented group section of contacts using the primary's contact information. Tag Groups are static groups of contacts that you can create within Redtail's CRM. You can apply a tag to an individual record or apply a tag to a group.

      1. With permission, Snappy Kraken will only access primary contact fields (email address, name, address, website, and phone number). Only primary emails and names are required. You can export your groups, delete contacts, and disconnect your Redtail account at any time
      2. Redtail - SK integration does not automatically update. It cannot add or remove contacts unless you manually update groups
      3. If you see a variance in contacts imported from Redtail, it will typically be due to the fact of a lacking required field (first name, last name, email address)
      4. You can find more information by visiting https://help.redtailtechnology.com/hc/en-us/articles/203979270-How-do-I-set-up-Tag-Groups-in-Redtail-
      5. If you don't see all of your groups listed in Snappy Kraken, be sure to use the scroll bar feature in order to view all of them