Revinate CRM Instructions

Option 1: Create a new contact list specifically for Guestbook enrollments:

Step 1: Select Contact Lists from the Guests & Segments menu options

Step 2: Click Create Contact List

Step 3: Select I want to use the API and give your new list a name 

Step 4: Click Create List

From the following screen, you will be provided with a Token

Step 5: Copy and paste both the Contact List Name and the Token and send to your Guestbook Customer Growth Manager

Option 2: Add Guestbook enrollments to an existing Contact List:

Step 1: Select Contact Lists from the Guests & Segments menu options

Step 2: Click on the name of the existing Contact List you would like to manage

Step 3: Click the Upload via API button

From the following screen, you will be provided with a Token

Step 4: Copy and paste both the Contact List Name and the Token and send to your Guestbook Customer Growth Manager