Mobilize

Overview

What can I do with the Mobilize integration?

With the Mobilize integration you can:

• Sync your Mobilize event forms and trigger flows with Integration Automations based on event registration activity (registers, confirms, attends, cancels, or is waitlisted).
• Create and update Members automatically when supporters submit a synced event form and check the SMS opt-in box.
• Set custom field syncing between Mobilize and Ascend Members.
• Track click-throughs on Mobilize event forms in your messages and view performance in Reports.
• Send a follow-up nudge to subscribers who click a Mobilize event link but don't submit the form.

Will new members who submit a Mobilize event form be added to Ascend?

Yes, anyone who submits a synced Mobilize event form will be added to your Ascend members list as long as they enter their mobile phone number and check the SMS opt-in checkbox on the form.

A new Member record is created when the submitter's phone number does not already exist in your members list. Existing Member records will update with any new data submitted in the form.

Mobilize event forms must contain:

• A mobile phone field
• An SMS opt-in checkbox

If a submitter does not check the opt-in checkbox on the form, Ascend will ignore the submission and will not create or update a Member record. Submissions from people whose phone numbers are not subscribed for SMS will also be ignored.

How does Ascend's Mobilize integration prevent duplicate contacts?

Ascend's deduplication prevents members from having the same phone number. When a Mobilize event form is submitted, Ascend matches the submission to an existing Member by phone number. If a match is found, the existing Member record is updated. If no match is found, a new Member is created (provided the submitter checked the SMS opt-in box and their number is subscribed).

Note: Ascend only syncs with the Mobilize mobile phone number field, other phone number types (home, fax, work) are ignored.

What fields can I sync between my Ascend and Mobilize account?

Core fields (such as first name, last name, email and zip code) are automatically mapped with default sync logic. You can update how core fields sync, and map custom fields between Mobilize and Ascend, from the Fields tab in your Mobilize Integration settings.

Set up your Mobilize integration

Request your Mobilize API key

To integrate your Mobilize account with Ascend, you must first request an API key from Mobilize. Reach out to your Mobilize account team or visit Mobilize's help center for instructions on requesting an API key for an integration partner.

Integrate Mobilize with Ascend

1. From your Ascend account, click Integrations in the left side navigation.
2. Select Mobilize.
3. Enter your Mobilize Org Id.
4. Enter your Mobilize API key.
5. Select if you would like to automatically sync new Mobilize events as they come in. This will also sync all of your existing Mobilize events and  backfill previous submissions from up to 15 minutes prior.

Note: optionally you can turn on Sync New Events from the settings panel after your initial setup.

6. Click Submit.
   

Setup Sync Settings

1. From the Integrations page click Settings under the Mobilize box.
2. Click Fields. Adjust core field settings as needed.
3. Click Events. Sync any desired events (if you opted not to sync new and existing events automatically).
4. Click the Settings button from the top right of the screen
5. Toggle Sync Accounts to ON to start syncing your Mobilize data.
6. Select if you would like to have the Mobilize integration to also create new member records from your Events by toggling the Create New Members to ON.
7. Optionally, if you bypassed the option of syncing new events while entering your API key, set if you would like to automatically sync new events as they are created by turning Sync New Events to ON

Sync Event Forms

Sync Mobilize event forms so submitters are imported or updated as Members in Ascend. Syncing an event form also makes it eligible for an Integration Automation, meaning you can trigger an SMS flow when a member registers, confirms, attends, cancels, or is waitlisted for an event.
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Tip: By clicking the Fetch Events button you can pull in all your Mobilize Events on demand.

Sync an event form

1. From your Ascend account, click Integrations in the left side navigation.
2. Click Settings under your Mobilize integration.
3. Select the Events tab.
4. Find the event form in the table, and click Sync in the row of the form you want to sync.
5. Synced forms will show Synced in the sync column.

Note: Make sure your Mobilize event form includes a MOBILE PHONE field and an SMS opt-in checkbox before syncing.

Event Groups

When you sync a Mobilize event form, Ascend automatically creates an Event group (sharing the same name as your Mobilize event). This group includes every new and existing subscriber who submits the form after sync.

Tip: Use this group to filter by source in your members list, Reports, and Inbox. You can also use the Event group to target broadcasts to the full event audience.

Troubleshoot common Event form sync issues

These are common issues when syncing a Mobilize event form, and how to troubleshoot them.

➩ Event submissions not appearing in Ascend:

• Confirm the submitter checked the SMS opt-in checkbox on the form. Submissions without an opt-in are ignored to ensure broadcast texting compliance.
• Standby for 15 minutes and allow sync to finish processing. The member will be added to the event group once the sync completes.

➩ Event submission not triggering an Automation in Ascend:

• Confirm the Integration Automation is set up for the matching event activity type (Register, Confirm, Attend, Cancel, or Waitlisted).
• Standby for 15 minutes and allow sync to finish processing and trigger the automation.
• Confirm the submitter checked the opted-in for SMS checkbox.

Note: Ascend syncs Mobilize submitters' contact data with Member records. Event-specific data such attendance status is used to trigger automations, but is not saved as Member fields.

Field Syncing

Set core and custom field sync logic between your Mobilize and Ascend account.

Core fields

1. Go to the Integrations page. Under your integrations, click the Mobilize Settings button.
2. Go to the Fields tab. All available core fields in Mobilize will appear in the Default Mappings table, along with the Ascend Members list field they are mapped to.
3. Update sync logic for a core field by clicking the Sync dropdown. Select your desired sync logic.
4. Sync additional fields, like custom fields, in the Additional Mappings table

Note: Custom signup fields identified from Mobilize attendance data will appear in the Additional Mappings table. Multiple custom fields may map to the same Ascend field; however, additional fields cannot be mapped to Ascend fields already used in default mappings.

Sync options:

• Populate: Populate empty Ascend fields when the field is updated in Mobilize. 
• Overwrite: Overwrite existing Ascend data when a field is updated in Mobilize
• Ignore: Data in this field will not be synced between Ascend and Mobilize.

Note: Due to limitations of the Mobilize API, Ascend is only able to capture a custom Mobilize field (additional fields) after a submission from a synced Mobilize event that contains that field. To pull these fields in immediately users will need to submit a test submission to make the field visible in the integration.

Mobilize Integration Automations

Once an event form is synced, you can create Integration Automations that trigger Ascend flows when members take action on that event in Mobilize. This makes it easy to send confirmation texts, day-of reminders, post-event thank-yous, or re-engagement messages — all without a manual lift.

Which Mobilize event activities can trigger an Automation?

You can create Integration Automations based on the following Mobilize event activities:

• Mobilize Event Registers: triggers when a member registers for the event.
• Mobilize Event Confirm Registration: triggers when a member confirms their registration.
• Mobilize Event Attends:  triggers when a member is marked as attended.
• Mobilize Event Cancel Registration:  triggers when a member cancels their registration.
• Mobilize Event Registration Waitlisted: triggers when a member is added to the waitlist.

Create a Mobilize Integration Automation

1. Go to Automations under Configurations in the left-hand navigation.
2. Make sure you are on the Integrations tab.
3. Click Add Automation. A new row will be created in the automations table.
4. Name your automation. We recommend something descriptive, like "Mobilize – June Phonebank – Register Confirmation."
5. Select your trigger by choosing Mobilize from the integration platform dropdown.
6. Choose the synced event form you want to use as the trigger.
7. Choose the event activity (Registers, Confirm Registration, Attends, Cancel Registration, or Registration Waitlisted).
8. Select the flow you want this trigger to send — or click A/B test to test multiple flows.
9. Optionally, assign the member to one or more groups when the automation triggers.
10. Click Create.

Tip: Pair a Register automation with a Confirm Registration automation a few days before the event to drive up confirmed attendance, then layer in a Cancel automation that asks the member if they'd like to be added to a future event.

Mobilize Click-Through Tracking

Once you've synced your Mobilize account, you can track click-through rates on Mobilize event forms in your messages and see how your event asks perform across broadcasts, automations, and flows.

Step 1: Enable Mobilize tracking on your links

To track who clicks your Mobilize event form, you must use the Ascend link shortener when including the link in a message.

1. Click Link below the compose window and enter the Mobilize event form URL.
2. In the Track click-throughs by type dropdown, select Mobilize.
3. Click Add Link.

Note: Ascend automatically appends UTM parameters to links for tracking. The following UTM parameters are added to links when using the click through tracking feature:

utm_medium=sms

utm_content=encoded member link id (unique to member)

utm_campaign=encoded outgoing message id

Step 2: Monitor performance in Reports

Mobilize click-through performance is tracked in your Broadcast, Automations, and Flow reports so you can see how each of your event asks is performing across your messaging. Once a member clicks a shortened Mobilize link, the widget will populate in the corresponding report with the following metrics:

• Click-through rate: the percentage of recipients who clicked the shortened Mobilize link.
• Form submissions: the estimated total number of Mobilize event submissions received via the shortened link.
• Link clicked with no submission: the total number of members who visited the Mobilize event form via the shortened link but did not submit.
• Messages sent with no clicks: the total number of messages sent where no click or submission activity was detected.
• Submission conversion rate: the percentage of members who clicked the link and went on to submit the form.

Note: If you are tracking multiple Mobilize event links in the same message, use the URL dropdown of the widget to view metrics for a specific link.

Nudge subscribers who visit a mobilize form but don't submit it

Ascend's nudge feature lets you send a follow-up SMS to subscribers who click your Mobilize event link but don't submit the form.

How do Mobilize form nudges work?

When you add a Mobilize link to a step in a flow, you can attach a nudge to that bot action. The nudge will send a follow-up message to any subscriber who clicked the link but did not submit the Mobilize form within the nudge's configured time window.

Add a Mobilize form nudge

1. In a Flow, compose a bot action that includes a shortened Mobilize event form link (see Mobilize Click-Through Tracking).
2. Click Add Nudge on that bot action, or select Nudge from the bot actions menu.
3. Choose the Link Clicked No Form Submission nudge type.
4. Compose your nudge message. Make it descriptive of the action you want the subscriber to take.
5. Set the nudge duration: how long to wait after the subscriber reached the bot action before sending the nudge. We recommend at least 1 day so that Mobilize has time to send any pending submissions over to Ascend.
6. Optionally, add a filter, customize quiet hours, or set an expiration date for the nudge.
7. Click Save.

Tip: You can stack a Link Clicked No Form Submission nudge with a Link Clicked No Link Clicked nudge in the same bot action to follow up with different audiences in different ways.