You can take the contacts that are stored in Itris and import them directly into a SourceWhale campaign. This button is able to import contacts or applicants within Itris into SourceWhale.
Adding the button to Itris
Follow the below steps to add the button to Itris:
Step 1
Select itris Management Utility > Integrations.
Step 2
Click the record posting tab at the top > + New in the bottom left.
Step 3
Enter the following details and press save:
Name - Add to SourceWhale
For more information view this page here on itris
Using the "Add to SourceWhale" button
Head over to Applicants, Companies or Contacts on the left-hand panel. From here complete a search and select either Applicant, Company or contact and then click Post record > Add to SourceWhale.
This will then take you to a pop-up page to select your SourceWhale campaign.
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