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Transpond Integration

What does the Transpond integration do?

The Transpond integration provides a seamless way of syncing your Capsule contacts, custom fields, tags and saved lists. Once your Capsule contacts are synced with Transpond you can design beautiful responsive marketing content with a simple drag and drop editor, send and monitor your campaigns and create powerful marketing automations that can automatically email leads and contacts with ease.

With Transpond connected to Capsule, updates to your contacts made in either platform will be shared. You’ll also see a marketing summary for each contact in Capsule as well as being able to filter your contacts in Capsule based upon their subscribed status within Transpond.

How to set up the Transpond integration

Whether you are a new or existing Transpond customer, setting up the integration is quick and simple.

  1. In Capsule, go to Account Settings Integrations Transpond and click Configure.
  2. You will now be able to sign up for a new Transpond account or link your existing account to Capsule. Enter your details to connect the accounts.
  3. You’ll be asked to create a Group for your Capsule contacts. This is the Group your Capsule contacts will sync to, any new contacts added to Capsule will also be added to this Group.

Once you have created your Group the integration will begin syncing your Capsule contacts, tags, custom fields and your saved contact lists. During the initial sync, any duplicate or invalid email addresses will be flagged in the syncing report where you can click through to the Capsule contact and merge the duplicate or fix the email address.

Using the Transpond integration

With the integration set up each time you add a new contact to Capsule it will be synced to the Group within Transpond. Similarly, any updates you make to your contact’s details, tags, custom fields will also be synced across to Transpond.

Capsule Saved Lists

Your saved contact lists in Capsule are synced to Transpond as read-only Segments, ready for you to send your marketing content to the groups of contacts you’ve already set up in Capsule. Just like Capsule saved lists, Transpond Segments are dynamic, meaning each time there’s a new contact that meets the criteria of the filters they will automatically be included in the Segment.

The Transpond Sidebar

Sitting alongside your contact data in Capsule is the Transpond Sidebar. The sidebar provides a summary of your contacts’ recent interactions with your marketing content giving your team greater insight into how engaged a contact is with your communications.

How to view and change a contact’s Subscribed status

Subscribed status refers to the status of your contacts in Transpond. Contacts can be either; Active, Unsubscribed or Blocklisted. You can view and change the Subscribed Status of your contacts from within Capsule via the Transpond sidebar for a contact - changes to the Subscribed Status will automatically update the status in Transpond.

Capsule & Transpond Integration Automations

Transpond Automations provide powerful functionality that make sending the right message at the right time simple. You can set up Automations that will apply to all Capsule contacts, campaign specific Automations or you can set triggers for actions within Capsule, such as sending an email when an Opportunity is won, or when a Project is closed.

Automatically send updates to Capsule

To set up an Automation that sends updates back to Capsule; in Transpond, go to Account Menu > Integrations > click Manage next to Capsule > click Configure next to Campaign and Automation History

Here you can choose which types of campaign action triggers an update in Capsule. You can also choose how the contact in Capsule is updated. For example, you may wish to add a note to a contact if they unsubscribe from your mailing list.

Campaign specific Automations

When creating a campaign in Transpond, after you have chosen the recipients, finialized the template for the email - the next step allows you to set integration actions specifically for the campaign you are working on. Here you can choose which types of campaign action triggers an update in Capsule. You can also choose how the contact in Capsule is updated. For example, you may wish to add a note in Capsule when a contact clicks on a link so your sales team can follow up with a call to discuss a particular product or service.

Capsule triggered Automations

A powerful feature of the Transpond Automations is the ability to use actions in your Capsule account as triggers to send specific campaigns, email notifications or updates to your Capsule account. A good example of this might be notifying your accounts department once an opportunity has been won so they can draw up an invoice.

To set up Capsule triggered Automations; in Transpond go to Atomations > + Create Automation > click to define the Workflow Trigger and select When something happens in Capsule. You can now select which action you would like to trigger.

With the Capsule trigger defined you can now make use of any of the available Automation steps in Transpond which include; sending a campaign, sending an email notification, updating a contact in Capsule and even sending information to the other apps your Transpond account is connected to.

How to disable the Transpond integration

To disable the Transpond integration:

  1. Go to Account Settings Integrations Transpond and click the button to Configure Transpond.
  2. Click to Disable Transpond Integration and confirm.

Disabling the Transpond integration will not remove any contact data from Transpond.