Mailmatch Integration

This functionality is no longer available for purchase.

Overview

Veracross has an integration with Clearbit’s Mailmatch that can enrich your school’s data by populating a number of fields from social websites such as LinkedIn and Twitter. Schools should contact their Account Managers to enable this integration, which is especially recommended for those who make significant use of the Admissions and Development modules.

It works by taking an email address and returning the following fields:

  • LinkedIn Profile
  • Facebook Profile
  • Twitter Profile
  • Employer & Job Title (from LinkedIn)
  • Avatar (a profile image uploaded by the individual to Gravatar that can be used if no photo exists in Veracross)

Functionality

The process (see below for setup) sends email_1 and email_2 for the following roles:

  • Alum
  • Parent
  • Parent of Future Student
  • Parent of Applicant
  • Staff
  • Faculty
  • Former Fac/Staff
  • Board
  • Former Board
  • Donor

Mailmatch sends back the fields listed above for any emails for which it finds a match, at which point LinkedIn, Facebook, and Twitter profiles get updated for all the roles listed above.

The Employer, Job Title and Avatar fields get updated for a subset of the above roles only if both of these fields are blank in the database:

  • Alum
  • Parent
  • Parent of Future Student
  • Parent of Applicant
  • Board
  • Former Board
  • Donor

A person will only be processed once – the system logs which email addresses have been run. Additionally, none of the fields will be overwritten in Veracross if there is already data in those fields.

Set Up and Record Maintenance

Mailmatch updates always require schools to schedule a date/time for a manual data sync; there is not a nightly process that does this automatically. In order to perform a manual data sync, proceed through the following steps:

  1. Run the following query with the school short name replacing the “schoolname” segment. This is a query of records that are safe to update:

    https://axiom.veracross.com/schoolname/#/results/314981

    Look through the results to ensure that everything is as it should be. Batch update the Status field to “Update”. This will sync all records in this query.

  2. Run the following query with the school short name replacing the “schoolname” segment. This is a query of records where the people have conflicting email addresses:

    https://axiom.veracross.com/schoolname/#/results/315267

    The records in this query show records where information was found for people with conflicting email addresses. Check to see if these conflicts are conflicts between Email 1 and Email 2. Look through each record individually to ensure that a record is not synced erroneously. After looking at a record, manually change the Status field to either “Update” or “Ignore”.