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How are contacts synced to my account?
How are contacts synced to my account?

Contacts are automatically synced from your BMS to Marketing Automation

Stephanie Parks avatar
Written by Stephanie Parks
Updated over a week ago

For Mariana Tek customers with a standard HQ / Child account configuration, customers will sync to the BrandBot account that's connected to their home location.

For example, if CLIENT A's home location is 'East Hampton,' their contact will be synced to the 'East Hampton' BrandBot account.

What if a contact changes their home location?

If a contact changes their home location, their contact profile will sync to the location they've now specified.

What if a contact's home location is not accurate to where they actually attend class or where their membership is fulfilled from?

If you find a contact's location is not accurate to where they're attending classes or making purchases from, you may update their home location in their Mariana Tek profile. Note that any campaigns the customer is currently enrolled in from their

'old' home location will not transfer over to the 'new' home location.

What if a contact is in multiple Marketing Automation accounts?

You may find that there are some contacts who exist in multiple Marketing Automation accounts—how does this happen?

The following three scenarios will result in contacts existing in multiple Marketing Automation accounts:

  1. Contact changes their home location from LOCATION A to LOCATION B

  2. Contact fills out a Marketing Automation form for a location other than their home location

  3. Contact is manually uploaded by staff to a Marketing Automation account other than their home location

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