Chapter - Integration: cobra online (beta)

With the cobra integration, you connect mailfino with cobra CRM. You can import contacts from cobra into mailfino, transfer form submissions to cobra, and save sending events as touchpoints in cobra. This guide is divided into several chapters: Connecting with cobra Importing contacts from cobra Saving touchpoints in cobra Submitting forms to cobra Checking field mapping in the connection manager ... Read more

Open the menu with the gear icon in the top right corner and select Integrations. All external systems connected to mailfino are managed in this dialog. Open Integrations Menu Item If no integration has been set up yet, mailfino will directly open the selection of available systems. Otherwise, click New Integration in the connection dialog. Then select cobra... Read more

In the cobra connection, open the Addresses area. Here you define which contacts from cobra should be transferred to mailfino. Import contacts from cobra The "All Persons" option transfers all cobra persons for whom a valid email address is found. Additionally, individual cobra lists can be offered as a source. This is useful if you... Read more

In the "Shipping Results" section, you define which events trigger the creation of touchpoints in cobra. This allows cobra to display what happened after a message was sent. Activate touchpoints for shipping events You can have touchpoints created for successful deliveries, failed deliveries, unsubscribes, and spam complaints. For delivery touchpoints, the content of the email can additionally be included. Activate... Read more

For the handover to cobra, it's best to set up the form directly in the form editor. This way, the configuration stays where the fields and checkboxes are also edited. 1. Create Form Create a new form in the Forms area. The template Modern Preferences is suitable as an example because it combines contact details and multiple topic checkboxes. Template ... Read more

In the "Fields" area of the cobra integration, you define which mailfino database fields are generally transferred to which cobra fields. This mapping serves as the default for form submissions to cobra. Field Mapping for cobra Check For simple forms, the default mapping is usually sufficient. The most important fields are those that uniquely and meaningfully describe a cobra contact: Email address... Read more

If a problem occurs with form submissions, mailfino will display it below "Check connection." Open the "Problem overview" to check the affected email address, form, and error message. Typical causes include invalid phone numbers, missing required fields, invalid country codes, or non-unique contacts. In such cases, correct the data in the form, the field mapping... Read more