By integrating Rex with Engage, you can easily pull campaigns from Rex into Engage, including property details and vendor contact information. This eliminates the need to enter the same information twice. Let's get started!
Start from your Engage dashboard and navigate to Account Admin. This is where you can access various settings and configurations for your Engage account.
Within Account Admin, find the Integrations section. Click on it to proceed.
In the Integrations section, you will see a list of available integrations. Look for the green Create button located at the top right-hand corner and click on it.
From the list of available integrations, locate Rex and click on it to initiate the setup process.
Unlike some other integrations, the Rex integration requires each user to set up their own integration individually. Select the user for whom you want to set up the integration.
To establish the integration, you need to provide the Rex email and password associated with the selected user. Enter this information in the designated fields.
Once you have entered the required Rex email and password, click on the appropriate button to save the integration settings.
After completing these steps, the Rex integration will be successfully set up for the selected user in Engage. You will now be able to pull campaigns directly from Rex into Engage, including property details and vendor contact information, without the need for redundant data entry.
It is important to note that both admin and agent users can set up their own Rex integration. Admin users can set up integrations for multiple users, while agent users can set up their own Rex integration.
You can also watch our video below to learn how to do this.
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.