Integrations - MyNameFlow

• Overview
• Requirements
• SmartOffice Setup
• User Setup
• Data Setup
• MyNameFlow Setup
• Using the Integration

Overview

This integration enables advisors who use the MyNameFlow automated advisor marketing platform to import contact data from SmartOffice into MyNameFlow. Once the data is in MyNameFlow, the advisor can set up marketing campaigns targeting those contacts.

For more information about MyNameFlow, visit the MyNameFlow website.

Requirements

• MyNameFlow subscription

SmartOffice Setup

User Setup

A SmartOffice administrator with the ability to assign licenses must enable the appropriate license for each SmartOffice user who will use the integration.

1. Sign in to SmartOffice Pro.
2. Do one of the following:

• If you are setting up the integration for the user account your are currently signed in to, click the profile menu in the upper-right corner, and then select Profile \& Settings .

• If you are setting up the integration for another user account, select Setup \> User Accounts on the SmartOffice side menu, and then search for the user account.

1. With the user account record open, click the User Rights content link.
2. In the Licenses column, under Integration, select MyNameFlow.
3. Select Menu \> Save.

Data Setup

MyNameFlow imports the following data from SmartOffice contacts:

• Last name
• First name
• E-mail address

Ensure that any contact records you want to import into MyNameFlow contain this information.

MyNameFlow Setup

MyNameFlow provides a one-on-one enrollment session with a specialist to help you with the following:

• Linking your SmartOffice and MyNameFlow accounts
• Importing contacts from SmartOffice
• Removing duplicate contacts and performing other clean-up steps in NyNameFlow
• Answering any questions you might have

To get started, visit NyNameFlow's Schedule an Enrollment page.

Using the Integration

Once your SmartOffice contacts are in MyNameFlow, use MyNameFlow's marketing tools as you normally would to send marketing communications and perform other tasks with those contacts.