Overview
This article provides an in-depth look at the integration between RO Innovation and Influitive, detailing the setup process, authentication, and the various features such as creating reference request challenges, pushing referable advocates, and rewarding other reference activities. It serves as a guide for Advocate Marketers to streamline their workflow and enhance coordination between customer reference management and advocate management.
Information
Below is a detailed explanation of the RO Innovation integration, including setup instructions and descriptions of its key features.
- Authentication
- Reference Request Challenges
- Push Referencable Advocates
- Rewarding Other Reference Activities
Authentication
The authentication process involves entering Legacy and API and Secret Key pairs in the RO Innovation integration setup tab within Influitive. These keys can be obtained from the Admin tab in the RO Innovation instance and by contacting RO to generate the API and Secret Key.
Reference Request Challenges
Reference Request Challenges can be automatically created in AdvocateHub by triggering this from an RO Request. This section outlines how to create challenge templates in Influitive, which are then linked to RO Innovation using an API Template Code.
Push Referencable Advocates
This feature pushes advocates who join a specific group in Influitive to RO Innovation as nominations. The setup is simple and involves selecting a group to be synchronized with RO Innovation.
Rewarding Other Reference Activities
Rewarding Other Reference Activities is configured mostly on the RO side, allowing for the logging of reference events in RO Innovation to reward advocates with points in AdvocateHub. This requires the creation of custom events in Influitive, which are connected to RO Innovation through an API Code.
FAQ
What is RO Innovation?
RO Innovation is a platform that specializes in activating the voice of customers to accelerate business growth. It offers solutions to optimize customer reference and marketing assets within the sales cycle.
How does the RO Innovation and Influitive integration benefit Advocate Marketers?
The integration streamlines the process of creating reference challenges and rewarding advocates, reducing the need for coordination between reference and advocate managers and saving time and effort.
How do you authenticate the RO Innovation integration in Influitive?
Authentication requires entering the Legacy API Key obtained from the RO Innovation instance and the API and Secret Key provided by RO upon request.
How do you create a Reference Request Challenge template in Influitive?
To create a challenge template, design the challenge as usual, save it, and then use the "Save as Template" option. The API Template Code from this template is then used to link the challenge to RO Innovation.
What is required to set up the Push Referencable Advocates feature?
Simply select the group in Influitive that should be synchronized with RO Innovation. When advocates are added to this group, they are automatically pushed to RO as nominations.