The Fundomate Integration enables merchants and leads (or agents acting on their behalf) to apply for Fundomate funding right inside IRIS CRM.
To see how merchants or leads can apply for funding, and how to view the reports on Fundomate Deals, check out these related articles:
- Submitting Merchants For Fundomate Funding
- Sending MailChimp Marketing Emails
- Submitting Leads For Fundomate Funding
- Fundomate Deals Reporting
In this article, we show you how to enable the Fundomate Integration on your site in a few easy steps.
To enable the Fundomate Integration, open the Fundomate Registration page via the Manage > Administration > Integrations menu:
On the registration page enter your company and user information, and review the Fundomate and IRIS CRM terms and conditions.
To accept the terms and conditions select the checkboxes at the bottom of the page and click Submit Fundomate Registration:
If the registration is successful, you will see a confirmation message as shown in the below image:
You can now proceed to the next step which is to configure your Fundomate permissions.
The Fundomate Permissions page allows you to select the user classes that will be able to view the Fundomate tab and the Fundomate commissions, as well as to enable or disable the Funding tab for specific merchant processors.
Simply select or de-select the appropriate permissions, and click Save Permissions & Continue:
A confirmation message will now appear as shown in the below image.
Click Continue to move on to the next step and configure your lead mappings:
Fundomate Lead Mappings
The Lead Mappings are used to automatically populate the funding application with the applicant's demographic information after it is launched (either from a lead or from a merchant).
If Fundomate is being configured for this first time, the system will automatically attempt to copy the field mappings from the existing TurboApp Mappings.
If the TurboApp mappings are found and successfully copied, you will see a confirmation message as shown in the below image:
You can now review the mappings further and update them if needed:
Use the drop-down in the top-left corner of the mapping table to display up to 100 field mappings per page, or use the page numbers at the bottom of the table in order to navigate between different pages.
If you are mapping a Funding dropdown to a lead dropdown, then click on the gear icon shown next to the lead dropdown and a popup will appear which you can use to map the various drop-down options:
After you've finished mapping the fields, click Finish and your changes will be saved and your Fundomate integration enabled:
After the Fundomate Integration is enabled, the Fundomate administration menu will show a different set of options as shown in the below image:
The options allow you to view your Fundomate agreement, download the ready-to-use Fundomate email blast templates, update your lead mappings and permissions, manage Fundomate notifications, and disable the Fundomate Integration if needed.
To email all of your merchants about the Fundomate announcement, we've prepared a few HTML email templates that you can customize or use as is.
To download the templates, click the Download Marketing Template button:
You may modify the templates if needed or use them as is.
After you've prepared your templates, export your Merchant user list or specific leads, and import them into MailChimp.
For more information on sending out a mail blast with MailChimp please see our article on Sending Merchant Emails With MailChimp.
The Fundomate Notifications are sent out automatically to assigned users when a new deal is submitted or offered, as well as on several other kinds of events.
To manage your Fundomate notifications, click Manage Notifications:
The Fundomate Notifications page will now open showing a list of the available notifications/events that you can manage:
To manage a notification click Edit, and the Notification Settings popup will appear as shown in this image:
Use the first two fields in the popup to select linked user classes or groups that will be notified when the selected event occurs.
Use the next two fields in the popup to select user classes or users who will be notified every time the selected event occurs (regardless of whether they're linked to the lead/merchant or not).
Finally, use the last two dropdowns to select an email template that will be sent to IRIS CRM users and a separate template that will be sent out to the merchant.
If needed, you may also opt to not send out a specific notification to a merchant (in which case select "Do Not Email" in the drop-down).
To edit the Email Templates used for the notifications, click on the Edit Template buttons shown on the notification widget:
To disable a notification from being sent out, simply click the Disable button on the notification widget: