Tracking integrations are advanced functionalities within Bonzo that bridge the platform with external tracking and analytics services. These integrations are crucial for engaging customers beyond the initial transaction, offering insights into their behaviors and needs post-conversion. For instance, they can inform when a customer might benefit from refinancing based on changes in loan details or property values.

Tracking integrations in Bonzo stand apart from other integrations due to their primary function of exporting data from Bonzo to external tracking systems. This distinction is crucial as it influences how data is managed and troubleshot within the system.

Unlike typical integrations that pull data into Bonzo using Webhooks, tracking integrations are set up to push data out. This involves configuring event hooks that activate when specific triggers occur within Bonzo, such as a loan closing. These event hooks facilitate the automatic transmission of data from Bonzo to the chosen tracking platform.

- Homebot is renowned for its capability to analyze mortgage and property data to suggest timely financial decisions to homeowners.

- Handwrytten enhances customer relationships through personalized, automated mailings like anniversary cards and thank-you notes, adding a personal touch to digital interactions.

Setting up a tracking integration in Bonzo involves a systematic approach:

1. Begin by submitting a setup request to Bonzo’s integration team in the Custom Integrations tab in your Settings.

2. Following the request, an enablement form is provided to collect necessary details and permissions, ensuring proper setup and authorization.

3. Specify which Pipeline Stage within Bonzo, such as loan closure, should trigger the automatic sending of data.

4. Then when the occurrence of the push trigger, Bonzo automatically sends the relevant customer data to the chosen tracking platform.

When it comes to ensuring the effectiveness of tracking integrations, Bonzo provides tools within the contact Details section that are instrumental in monitoring the success of data exports:

Notes in Contact Details: Each contact in Bonzo has a detailed notes section that logs responses from the Tracking system. After a data push is triggered, this section is updated with feedback indicating whether the push was successful or if errors were encountered. For example:

• Success Confirmation: Notes like “Client created” confirm the successful transfer of data.

• Error Messages: Any issues during the data transfer will be noted here, providing specific error messages from the tracking system.

These Notes are essential for troubleshooting as they provide immediate insight into what may have gone wrong and whether the data reached its destination.

If a contact does not appear in the tracking system or there are errors noted in the Contact Details:

Verify and Update Contact Information: Ensure all required fields are accurately filled. Missing or incorrect data is a common cause of failed data exports.

Re-trigger Data Transmission: If corrections are made, you can re-initiate the data push by adjusting the contact’s Pipeline stage. This action forces Bonzo to resend the updated data to the tracking platform.

Engage with External Support: For persistent issues or unclear errors, reaching out to the your Tracking software's support is recommended. They can provide additional insights and help resolve issues specific to their system.