/
ABC DataTrak

ABC DataTrak

Apr 16, 2019

Integration with ABC DataTrak

The InTouch-ABC DataTrak link has several features including an automatic flow of lead information from InTouch to DataTrak, Smart Match features which allow certain member information to be passed from DataTrak to InTouch, and even a PT Sync for Personal Training. See below for more detail and how to get started.

On this page:

1 How to Get Started | 1.1 How to Map InTouch Staff to DataTrak Staff Names | 2 Integration Features | 2.1 Lead information flows from InTouch to DataTrak | 2.2 Smart Match: Converts InTouch Leads to Members | 2.3 Smart Match: Inserts New Members into InTouch | 2.4 Smart Match: Converts InTouch Members to Former Members | 3 ABC Validation Rules
Data not flowing? Check out these most common reasons and how to quickly fix them.

How to Get Started

  1. Contact InTouch Support Services to start the integration process

  2. InTouch will send you (or authorized club administrator) an Integration Waiver allowing InTouch and ABC to integrate systems and share data. You will need to include your ABC number in this waiver.

  3. Once signed, InTouch will send this form to ABC to enable the integration access for your DataTrak club.

  4. Once enabled, InTouch will complete any final integration steps needed on the InTouch side.

  5. See How to Map Staff below for instructions on how to add ensure staff names will transfer between systems.

How to Map InTouch Staff to DataTrak Staff Names

  1. Add the staff person to your CMS first and be sure to include an email address

  2. Add the staff person to InTouch and include that same email address. If you have already created the staff person in InTouch first, you can add the staff to your CMS then go back to InTouch FollowUp, open the Staff tab and just click Edit>Save on that staff person again.

  3. InTouch will search ABC staff for that email address and link the two accounts together. IMPORTANT NOTE: Once a link is established, it cannot be undone. This means, if you were to rename an InTouch staff account for a new employee, but created a new staff account in ABC, the InTouch staff account would still be matched to the old employee in DataTrak and cause the wrong staff name to be listed for new ABC prospects. 

Integration Features

Lead information flows from InTouch to DataTrak

This feature allows lead information to immediately pass one-way from InTouch to ABC DataTrak so clubs only need to enter leads into InTouch and do not have to manually enter them again in DataTrak. 

  1. Add a lead to InTouch 

  2. InTouch creates an InTouch UID (a unique idenitifying number for the InTouch record)

  3. InTouch sends data to ABC DataTrak

  4. ABC DataTrak creates a new prospect and an ABC DataTrak GUID (a unique idenitifying number for the ABC DataTrak record)

  5. ABC DataTrak also sends the ABC DataTrak GUID back to InTouch and records it alongside the InTouch UID.

Now the InTouch UID and ABC DataTrak GUID are linked together. Any update to the InTouch record (while it is still in lead status) will update the ABC DataTrak record. This also allows certain member/sale information to pass from DataTrak to InTouch via Smart Match features (see Smart Match features below).

Fields that Transfer from InTouch to DataTrak

InTouch Field Name

DataTrak Field Name

InTouch Field Name

DataTrak Field Name

First Name

Name

Last Name

Name

Mobile

Mobile Phone

Home Phone

Primary Phone

Work Phone

Work Phone

Email

Email Address

Date of Birth

Date of Birth

Gender

Gender

Address

Street

City

City

State

State

Zip Code

Zip Code

Lead Owner*

Sales Person*

Trial Start

Prospect Agreement Status Begin Date

Trial End

Prospect Agreement Status Expiration Date

*If properly mapped. See the How to Get Started section on this page for more detail.

Example

Smart Match: Converts InTouch Leads to Members

Smart Match runs every hour and looks at all the sales made in ABC DataTrak to ensure that leads in InTouch are converted to members based on the following scenarios:

  1. If an ABC DataTrak GUID is linked to an InTouch UID then the InTouch lead is converted into a Sale

  2. If the ABC DataTrak GUID is NOT linked to an InTouch UID, then Smart Match will look for a match using the following criteria (in the following order):

    1. First Name, Last Name, Email and Mobile Number

    2. First Name, Last Name and Email

    3. First Name, Last Name and Mobile Number

    4. First Name, Email and Mobile Number

    5. First Name and Email

    6. First Name and Mobile Number

  • If only one matching record is found, then the InTouch lead is converted into a Sale

Fields that Transfer from ABC DataTrak to InTouch:

No existing InTouch data fields are updated or changed, only the lead status will change. The existing InTouch lead is converted from a lead status to a Won (Sold) status and a member record is created. The existing InTouch Lead Owner will become the Member Owner.