Freshmarketer is a marketing automation tool that offers a unified marketing, sales, and CRM platform to engage your customer base and grow your business.

RudderStack supports Freshmarketer as a destination where you can seamlessly send your event data.

Getting started

Before configuring Freshmarketer as a destination in RudderStack, verify if the source platform is supported by Freshmarketer by referring to the table below:

Connection ModeWebMobileServer
Device mode---
Cloud modeSupportedSupportedSupported
To know more about the difference between cloud mode and device mode in RudderStack, refer to the RudderStack Connection Modes guide.

Once you have confirmed that the source platform supports sending events to Freshmarketer, follow these steps:

  1. From your RudderStack dashboard, add a source. Then, from the list of destinations, select Freshmarketer.
  2. Assign a name to the destination and click Continue.

Connection settings

To successfully configure Freshmarketer as a destination, you will need to configure the following settings:

Freshmarketer connection settings
  • API Key: Enter your Freshmarketer API key.
For more information on obtaining your Freshmarketer API key, refer to the FAQ section below.
  • Domain: Enter the subdomain of your Freshmarketer account. For example, if your organization URL is testcompany.myfreshworks.com, then the subdomain is testcompany.
For more information on your organization URL and how to change it, refer to this Freshmarketer support guide.

Identify

You can use the identify call to create or update your Freshmarketer contact.

RudderStack uses the Freshmarketer Upsert a Contact API to pass the relevant user information via the following parameters:

AttributeTypeDescription
unique_identifierStringRudderStack passes the user's email.
contactHashed ObjectRudderStack passes the other relevant user details required to create or update the user in Freshmarketer.
If email already exists, the contact details are updated. Otherwise, RudderStack creates a new user in Freshmarketer.

A sample identify call is shown below:

rudderanalytics.identify("1hKOmRA4GRlm", {
email: "alex@example.com",
firstName: "Alex",
lastName: "Keener",
state: "Louisiana",
country: "USA",
postalCode: "90009",
});

Supported mappings

The following table lists the mappings between the RudderStack and Freshmarketer properties:

RudderStack propertyFreshmarketer propertyPresence
traits.email, context.traits.emailemailsRequired
traits.firstname, traits.first_name, traits.firstName,
context.traits.firstname, context.traits.first_name, context.traits.firstName
first_nameOptional
traits.lastname, traits.last_name, traits.lastName,
context.traits.lastname, context.traits.last_name, context.traits.lastName
last_nameOptional
traits.subscriptionStatus, context.traits.subscriptionStatussubscription_statusOptional
traits.job_title, traits.jobTitle, context.traits.job_title, context.traits.jobTitlejob_titleOptional
traits.phone, context.traits.phonework_numberOptional
userIdexternal_idOptional
traits.mobileNumber, context.traits.mobileNumbermobile_numberOptional
traits.address, context.traits.addressaddressOptional
traits.address.city, traits.city, context.traits.address.city, context.traits.citycityOptional
traits.address.state, traits.state, context.traits.address.state, context.traits.statestateOptional
traits.address.postalCode, traits.zip, traits.zipcode, context.traits.zip, context.traits.zipcode, context.traits.address.postalCodezipcodeOptional
traits.address.country, traits.country, context.traits.address.country, context.traits.countrycountryOptional
traits.salesAccounts, context.traits.salesAccountssales_accountsOptional
traits.territoryId, context.traits.territoryIdterritory_idOptional
traits.leadSourceId, context.traits.leadSourceIdlead_source_idOptional
traits.ownerId, context.traits.ownerIdowner_idOptional
traits.subscriptionTypes, context.traits.subscriptionTypessubscription_typesOptional
traits.medium, context.traits.mediummediumOptional
traits.campaignId, traits.campaign_id, context.traits.campaignId, context.traits.campaign_id, context.campaign.namecampaign_idOptional
traits.keyword, context.traits.keyword, context.campaign.termkeywordOptional
traits.timeZone, context.traits.timeZonetime_zoneOptional
traits.facebookUserName, context.traits.facebookUserNamefacebookOptional
traits.twitterUserName, context.traits.twitterUserNametwitterOptional
traits.linkedinUserName, context.traits.linkedinUserNamelinkedinOptional
createdAtcreated_atOptional
timestampupdated_atOptional
traits.contactStatusId, context.traits.contactStatusIdcontact_status_idOptional
traits.salesAccountId, context.traits.salesAccountIdsales_account_idOptional
traits.lifecycleStageId, context.traits.lifecycleStageIdlifecycle_stage_idOptional

Group

The group call lets you link an identified Freshmarketer contact with a company, organization, or an account. You can also record any custom group traits like the company name, number of employees, etc.

RudderStack uses the Upsert an Account API to create or update a sales account via the following parameters:

AttributeTypeDescription
unique_identifierStringRudderStack passes the account name.
sales_accountHashed ObjectRudderStack passes the other relevant details associated with the Freshmarketer account.
  • If name already exists, the Freshmarketer account details are updated. Otherwise, a new account is created.
  • RudderStack also checks if the contact's email is present in the context.traits object. If yes, RudderStack links the contact to the Freshmarketer account.

A sample group call is shown below:

rudderanalytics.group(
"group01", {
name: "Alex Keener",
phone: "1234567890",
numberOfEmployees: 51,
annualRevenue: 10000,
zipcode: 90009,
street: "6649 N Blue Gum Street",
city: "New Orleans",
state: "Louisiana",
country: "USA"
}, {
context: {
traits: {
email: "alex@example.com"
}
}
}
);

Supported mappings

The following table lists the mappings between the RudderStack and Freshmarketer properties:

RudderStack propertyFreshmarketer propertyPresence
namenameRequired
traits.industryTypeId, context.traits.industryTypeIdindustry_type_idOptional
traits.businessTypeId, context.traits.businessTypeId, traits.business_type_id, context.traits.business_type_idbusiness_type_idOptional
phonephoneOptional
traits.numberOfEmployees, context.traits.numberOfEmployeesnumber_of_employeesOptional
traits.annualRevenue, context.traits.annualRevenueannual_revenueOptional
traits.address, context.traits.addressaddressOptional
traits.city, traits.address.city, context.traits.city, context.traits.address.citycityOptional
traits.state, traits.address.state, context.traits.state, context.traits.address.statestateOptional
traits.country, traits.address.country, context.traits.country, context.traits.address.countrycountryOptional
zipcodezipcodeOptional
traits.website, `context.traits.websitewebsiteOptional
traits.territoryId, `context.traits.territoryIdterritory_idOptional
traits.parentSalesAccountid, `context.traits.parentSalesAccountidparent_sales_account_idOptional
traits.ownerId, `context.traits.ownerIdownerIdOptional
traits.facebookUserName, context.traits.facebookUserNamefacebookOptional
traits.twitterUserName, context.traits.twitterUserNametwitterOptional
traits.linkedinUserName, context.traits.linkedinUserNamelinkedinOptional
createdAtcreated_atOptional
timestampupdated_atOptional

Type conversion and invalid format error

The following event properties accept only the number data type:

  • territoryId
  • leadSourceId
  • ownerId
  • campaignId
  • contactStatusId
  • lifecycleStageId
  • industryTypeId
  • businessTypeId
  • numberOfEmployees
  • parentSalesAccountid

If any of the above properties are present in any identify or group call in a different format, Rudderstack will try to convert them into the number data type. If the type conversion is unsuccessful, RudderStack will give an "invalid format" error.

FAQ

Where can I find the Freshmarketer API key?

To obtain your Freshmarketer API key, follow these steps:

  1. Log into your Freshmarketer dashboard.
  2. Go to Personal Settings > API Settings.
  3. Enable the captcha to complete the authentication process.
  4. You will find your Freshmarketer API key listed under the API Authentication section, as shown:
Freshmarketer API key
For more information, refer to this Freshmarketer support guide.

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