We understand that many users have a common question regarding the process of pulling in campaigns from their chosen CRM into Engage. In Engage, your CRM serves as the primary source of truth for your data. It is crucial to ensure that all the information in your CRM is accurate and up to date.

For instance, let's say you have a property listed as a three-bedroom in your CRM, and when you push it to Engage, you realise that it is actually a two-bedroom. If you make the change to two bedrooms in Engage, it will keep reverting back to three bedrooms because it matches the data in your CRM.

To avoid such discrepancies and ensure consistency, it is essential to maintain one source of truth for your data. We recommend reviewing and updating the property details in your CRM first. Once the information is correct in your CRM, you will notice that it is also reflected accurately in Engage.

By maintaining accurate and consistent data in your CRM, you can avoid any confusion or mistakes when importing campaigns into Engage. This approach ensures that all the details, such as property attributes, remain consistent across platforms.

If you encounter any issues with details reverting back or inconsistencies between your CRM and Engage, we recommend reviewing and correcting the information in your CRM. This will ensure that the data in Engage aligns with the source of truth, providing you with accurate and reliable campaign information.

To learn more about this article, please watch the video below:

If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.