In this article, we show you how to activate partner integrations in the System.
Quick guide:
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Go to Settings --> Integrations
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Click on partner integration that should be activated
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Input all necessary data and set the desired customer consent configuration
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Finish the activation by clicking the ACTIVATE INTEGRATION button
How can new partner integrations be activated?
To activate a new partner integration, navigate to the System's Integration tab in the Settings, which displays all currently available partner integrations.
To activate appropriate partner integration, click on the blue Activate button.
This will lead to an activation wizard that guides through the necessary steps to activate a partner integration.
Which settings are possible when activating a partner integration?
The activation process for partner integration requires input from you as a studio operator and is structured into the following sections:
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General data about the activating studio
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GDPR compliance in order for the Software to share data with a partner integration
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Customer consent configuration
Step 1 of the Activation Process
The first step of activating Partner integration requires you to enter basic legal information about your studio and approve data transfer from the Software to the respective Partner.
Step 2 of the Activation Process
The possible configurations for the second step depend on the partner use case. For some partners there is no need to configure the data privacy settings as they are implicit in their use cases. For others, operators have the choice to configure how and which data they want to share with partners.
Within the customer consent configuration, you have the options to specify which customers in the Software are available for data exchange with the partner integration.
This is split into Members and Prospects to give you full control about which customers you want to exchange with a partner.
Furthermore, when activating a partner integration, you can specify how to handle existing customers as well as customers that are being added after the activation.
You can change the settings for future customers at any time in the partner integration detail view, which can be found in the settings section of the Software.
Once the preferred customer consent configuration is set, you can simply activate the partner integration by clicking the ACTIVATE INTEGRATION button in the bottom right corner of the modal.
Once you have activated a Partner integration, the respective API Keys for this studio are sent directly to the partner.