{"id":9621913993490,"title":"UpViral Get Contact Details Integration","handle":"upviral-get-contact-details-integration","description":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eGet Contact Details | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Campaign Participants into Actionable Leads with Automated Contact Retrieval\u003c\/h1\u003e\n\n \u003cp\u003eThe ability to instantly access detailed information about people who engage with your referral campaigns, giveaways, and launches is a practical differentiator for marketers. The \"Get Contact Details\" capability retrieves a participant’s profile, actions, referral connections, and engagement history so teams can intelligently follow up, segment audiences, and reward top referrers without manual effort.\u003c\/p\u003e\n \u003cp\u003eFor business leaders focused on digital transformation and business efficiency, this feature is less about technical plumbing and more about turning campaign signals into business outcomes — faster, more personalized interactions, cleaner data, and measurable lift in conversions and engagement.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, \"Get Contact Details\" is a fast way to pull everything you need to know about a single campaign participant into the tools you already use. Think of it as opening a participant file that contains their contact information, referral history, number of entries, status in a promotion, and any custom attributes they provided during signup.\u003c\/p\u003e\n \u003cp\u003eThat file can be used by marketing teams, customer success, and sales to decide the next best action. In practice, the data flows from your campaign into your CRM, email platform, or analytics tools so customer-facing teams always see the latest information. This eliminates manual lookups and spreadsheets, and it keeps personalized outreach timely and relevant.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eWhen you pair contact retrieval with AI integration and agentic automation, the process becomes proactive and intelligent. AI agents can interpret contact details, identify intent, and take actions autonomously — not just present data. That’s where the real productivity gains appear.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent routing: AI chatbots or virtual assistants read contact profiles and route inquiries to the right team or agent based on campaign behavior or referral influence.\u003c\/li\u003e\n \u003cli\u003eAutomated enrichment: Workflow bots enrich contact records with business insights — such as segment membership, inferred preferences, or scoring — so follow-up is smarter from the first touch.\u003c\/li\u003e\n \u003cli\u003eEligibility verification and rewards automation: Agents validate contest entries and referral counts automatically, trigger rewards, and update status without manual review.\u003c\/li\u003e\n \u003cli\u003ePersonalized outreach at scale: AI assistants draft follow-up messages tailored to each participant’s journey — from “thank you for referring X friends” to special offers for high-value referrers.\u003c\/li\u003e\n \u003cli\u003eContinuous optimization: Autonomous agents monitor campaign performance, identify anomalies in participation, and recommend changes to messaging or reward thresholds to maximize ROI.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n Personalized onboarding after a launch: A new product launch collects thousands of signups. Instead of a generic welcome, an AI workflow retrieves each contact's entry details and referral sources, then sends a tailored onboarding sequence that references how they heard about the launch and rewards them for any referrals.\n \u003c\/li\u003e\n \u003cli\u003e\n Referral rewards program that scales: Marketing wants to reward top referrers weekly. Automated contact retrieval combined with a scoring agent identifies the most active referrers, validates their activity, and triggers reward fulfillment workflows — all without manual reconciliation.\n \u003c\/li\u003e\n \u003cli\u003e\n Contest management and fair winner selection: For a giveaway, agents pull participant profiles, verify eligibility rules, cross-check entries, and assemble a shortlist for randomized selection. Audit logs and data snapshots document the process for transparency.\n \u003c\/li\u003e\n \u003cli\u003e\n Sales acceleration through prioritized follow-up: Sales receives a prioritized list of leads derived from campaign activity — contacts who clicked, referred others, or visited pricing pages. AI agents attach context summaries to each contact so sales can start conversations with clear next steps.\n \u003c\/li\u003e\n \u003cli\u003e\n Customer support triage: Support chatbots access participant details in real time to answer questions about entry status, referral counts, or prize fulfillment timelines, reducing back-and-forth and improving the participant experience.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eAccess to accurate, timely participant information changes how teams operate — it reduces friction, increases personalization, and turns passive campaign data into active business value.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster response times:\u003c\/strong\u003e Automated retrieval removes delays from manual lookups. Teams can reply to participant inquiries immediately, which improves satisfaction and trust.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eHigher conversion rates:\u003c\/strong\u003e Personalized follow-up informed by referral behavior and engagement history increases the relevance of offers and the likelihood of conversion.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReduced errors and cleaner data:\u003c\/strong\u003e Automation replaces manual entry and spreadsheet juggling, reducing data drift and ensuring your CRM reflects true participant status.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability without headcount:\u003c\/strong\u003e As campaigns scale, AI agents and workflows manage routine tasks — verifying entries, awarding points, syncing records — letting teams focus on strategy rather than slog.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBetter collaboration across teams:\u003c\/strong\u003e With consistent participant profiles flowing into shared tools, marketing, sales, and support work from the same playbook, accelerating decision-making and handoffs.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eMeasurable ROI and insights:\u003c\/strong\u003e Granular participant data improves campaign analytics, helping you identify which creative, reward, or referral mechanic actually drives value.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box approaches this capability as a business workflow, not a technical feature. We design the path from campaign interaction to revenue-generating action by combining system integration, AI integration, and change management.\u003c\/p\u003e\n \u003cp\u003eOur typical engagement includes:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eBusiness discovery and mapping:\u003c\/strong\u003e We map out the participant journey and identify the decision points where contact details should trigger actions — from segmented email sequences to support routing.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntegration design:\u003c\/strong\u003e We connect campaign systems to CRMs, marketing automation platforms, and fulfillment systems so contact details flow reliably where they're needed.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAgent design and automation:\u003c\/strong\u003e We build AI agents and workflow bots that interpret contact profiles, validate actions, enrich records, and trigger downstream workflows with governance and auditability.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eData hygiene and governance:\u003c\/strong\u003e We implement standards for clean, compliant contact data, including deduplication, consent tracking, and role-based access so your participant information is trustworthy.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eTraining and adoption:\u003c\/strong\u003e We equip marketing, sales, and support teams to use automated contact insights effectively, with playbooks that turn retrieved details into consistent next steps.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eMonitoring and iteration:\u003c\/strong\u003e We set up dashboards and agent monitoring so automation performance is visible, measurable, and continuously optimized for business efficiency.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eSummary of Outcomes\u003c\/h2\u003e\n \u003cp\u003eRetrieving detailed participant information is a small technical capability with outsized business impact when combined with AI integration and workflow automation. It reduces manual work, eliminates guesswork, and creates repeatable, measurable ways to turn campaign engagement into revenue. The result is faster, smarter interactions with participants, cleaner data across systems, and a scalable approach to managing referral and promotional programs that supports long-term digital transformation and business efficiency.\u003c\/p\u003e\n\n\u003c\/body\u003e","published_at":"2024-06-23T03:51:07-05:00","created_at":"2024-06-23T03:51:08-05:00","vendor":"UpViral","type":"Integration","tags":[],"price":0,"price_min":0,"price_max":0,"available":true,"price_varies":false,"compare_at_price":null,"compare_at_price_min":0,"compare_at_price_max":0,"compare_at_price_varies":false,"variants":[{"id":49684552155410,"title":"Default Title","option1":"Default Title","option2":null,"option3":null,"sku":"","requires_shipping":true,"taxable":true,"featured_image":null,"available":true,"name":"UpViral Get Contact Details Integration","public_title":null,"options":["Default Title"],"price":0,"weight":0,"compare_at_price":null,"inventory_management":null,"barcode":null,"requires_selling_plan":false,"selling_plan_allocations":[]}],"images":["\/\/consultantsinabox.com\/cdn\/shop\/files\/7f705afca245b3af47cb2c9204325342_8d85160c-3391-4551-a58c-0a9fc5972cd6.png?v=1719132668"],"featured_image":"\/\/consultantsinabox.com\/cdn\/shop\/files\/7f705afca245b3af47cb2c9204325342_8d85160c-3391-4551-a58c-0a9fc5972cd6.png?v=1719132668","options":["Title"],"media":[{"alt":"UpViral Logo","id":39860312408338,"position":1,"preview_image":{"aspect_ratio":3.086,"height":128,"width":395,"src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/7f705afca245b3af47cb2c9204325342_8d85160c-3391-4551-a58c-0a9fc5972cd6.png?v=1719132668"},"aspect_ratio":3.086,"height":128,"media_type":"image","src":"\/\/consultantsinabox.com\/cdn\/shop\/files\/7f705afca245b3af47cb2c9204325342_8d85160c-3391-4551-a58c-0a9fc5972cd6.png?v=1719132668","width":395}],"requires_selling_plan":false,"selling_plan_groups":[],"content":"\u003cbody\u003e\n\n\n \u003cmeta charset=\"utf-8\"\u003e\n \u003ctitle\u003eGet Contact Details | Consultants In-A-Box\u003c\/title\u003e\n \u003cmeta name=\"viewport\" content=\"width=device-width, initial-scale=1\"\u003e\n \u003cstyle\u003e\n body {\n font-family: Inter, \"Segoe UI\", Roboto, sans-serif;\n background: #ffffff;\n color: #1f2937;\n line-height: 1.7;\n margin: 0;\n padding: 48px;\n }\n h1 { font-size: 32px; margin-bottom: 16px; }\n h2 { font-size: 22px; margin-top: 32px; }\n p { margin: 12px 0; }\n ul { margin: 12px 0 12px 24px; }\n \u003c\/style\u003e\n\n\n \u003ch1\u003eTurn Campaign Participants into Actionable Leads with Automated Contact Retrieval\u003c\/h1\u003e\n\n \u003cp\u003eThe ability to instantly access detailed information about people who engage with your referral campaigns, giveaways, and launches is a practical differentiator for marketers. The \"Get Contact Details\" capability retrieves a participant’s profile, actions, referral connections, and engagement history so teams can intelligently follow up, segment audiences, and reward top referrers without manual effort.\u003c\/p\u003e\n \u003cp\u003eFor business leaders focused on digital transformation and business efficiency, this feature is less about technical plumbing and more about turning campaign signals into business outcomes — faster, more personalized interactions, cleaner data, and measurable lift in conversions and engagement.\u003c\/p\u003e\n\n \u003ch2\u003eHow It Works\u003c\/h2\u003e\n \u003cp\u003eAt a business level, \"Get Contact Details\" is a fast way to pull everything you need to know about a single campaign participant into the tools you already use. Think of it as opening a participant file that contains their contact information, referral history, number of entries, status in a promotion, and any custom attributes they provided during signup.\u003c\/p\u003e\n \u003cp\u003eThat file can be used by marketing teams, customer success, and sales to decide the next best action. In practice, the data flows from your campaign into your CRM, email platform, or analytics tools so customer-facing teams always see the latest information. This eliminates manual lookups and spreadsheets, and it keeps personalized outreach timely and relevant.\u003c\/p\u003e\n\n \u003ch2\u003eThe Power of AI \u0026amp; Agentic Automation\u003c\/h2\u003e\n \u003cp\u003eWhen you pair contact retrieval with AI integration and agentic automation, the process becomes proactive and intelligent. AI agents can interpret contact details, identify intent, and take actions autonomously — not just present data. That’s where the real productivity gains appear.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003eIntelligent routing: AI chatbots or virtual assistants read contact profiles and route inquiries to the right team or agent based on campaign behavior or referral influence.\u003c\/li\u003e\n \u003cli\u003eAutomated enrichment: Workflow bots enrich contact records with business insights — such as segment membership, inferred preferences, or scoring — so follow-up is smarter from the first touch.\u003c\/li\u003e\n \u003cli\u003eEligibility verification and rewards automation: Agents validate contest entries and referral counts automatically, trigger rewards, and update status without manual review.\u003c\/li\u003e\n \u003cli\u003ePersonalized outreach at scale: AI assistants draft follow-up messages tailored to each participant’s journey — from “thank you for referring X friends” to special offers for high-value referrers.\u003c\/li\u003e\n \u003cli\u003eContinuous optimization: Autonomous agents monitor campaign performance, identify anomalies in participation, and recommend changes to messaging or reward thresholds to maximize ROI.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eReal-World Use Cases\u003c\/h2\u003e\n \u003cul\u003e\n \u003cli\u003e\n Personalized onboarding after a launch: A new product launch collects thousands of signups. Instead of a generic welcome, an AI workflow retrieves each contact's entry details and referral sources, then sends a tailored onboarding sequence that references how they heard about the launch and rewards them for any referrals.\n \u003c\/li\u003e\n \u003cli\u003e\n Referral rewards program that scales: Marketing wants to reward top referrers weekly. Automated contact retrieval combined with a scoring agent identifies the most active referrers, validates their activity, and triggers reward fulfillment workflows — all without manual reconciliation.\n \u003c\/li\u003e\n \u003cli\u003e\n Contest management and fair winner selection: For a giveaway, agents pull participant profiles, verify eligibility rules, cross-check entries, and assemble a shortlist for randomized selection. Audit logs and data snapshots document the process for transparency.\n \u003c\/li\u003e\n \u003cli\u003e\n Sales acceleration through prioritized follow-up: Sales receives a prioritized list of leads derived from campaign activity — contacts who clicked, referred others, or visited pricing pages. AI agents attach context summaries to each contact so sales can start conversations with clear next steps.\n \u003c\/li\u003e\n \u003cli\u003e\n Customer support triage: Support chatbots access participant details in real time to answer questions about entry status, referral counts, or prize fulfillment timelines, reducing back-and-forth and improving the participant experience.\n \u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eBusiness Benefits\u003c\/h2\u003e\n \u003cp\u003eAccess to accurate, timely participant information changes how teams operate — it reduces friction, increases personalization, and turns passive campaign data into active business value.\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eFaster response times:\u003c\/strong\u003e Automated retrieval removes delays from manual lookups. Teams can reply to participant inquiries immediately, which improves satisfaction and trust.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eHigher conversion rates:\u003c\/strong\u003e Personalized follow-up informed by referral behavior and engagement history increases the relevance of offers and the likelihood of conversion.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eReduced errors and cleaner data:\u003c\/strong\u003e Automation replaces manual entry and spreadsheet juggling, reducing data drift and ensuring your CRM reflects true participant status.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eScalability without headcount:\u003c\/strong\u003e As campaigns scale, AI agents and workflows manage routine tasks — verifying entries, awarding points, syncing records — letting teams focus on strategy rather than slog.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eBetter collaboration across teams:\u003c\/strong\u003e With consistent participant profiles flowing into shared tools, marketing, sales, and support work from the same playbook, accelerating decision-making and handoffs.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eMeasurable ROI and insights:\u003c\/strong\u003e Granular participant data improves campaign analytics, helping you identify which creative, reward, or referral mechanic actually drives value.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eHow Consultants In-A-Box Helps\u003c\/h2\u003e\n \u003cp\u003eConsultants In-A-Box approaches this capability as a business workflow, not a technical feature. We design the path from campaign interaction to revenue-generating action by combining system integration, AI integration, and change management.\u003c\/p\u003e\n \u003cp\u003eOur typical engagement includes:\u003c\/p\u003e\n \u003cul\u003e\n \u003cli\u003e\n\u003cstrong\u003eBusiness discovery and mapping:\u003c\/strong\u003e We map out the participant journey and identify the decision points where contact details should trigger actions — from segmented email sequences to support routing.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eIntegration design:\u003c\/strong\u003e We connect campaign systems to CRMs, marketing automation platforms, and fulfillment systems so contact details flow reliably where they're needed.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eAgent design and automation:\u003c\/strong\u003e We build AI agents and workflow bots that interpret contact profiles, validate actions, enrich records, and trigger downstream workflows with governance and auditability.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eData hygiene and governance:\u003c\/strong\u003e We implement standards for clean, compliant contact data, including deduplication, consent tracking, and role-based access so your participant information is trustworthy.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eTraining and adoption:\u003c\/strong\u003e We equip marketing, sales, and support teams to use automated contact insights effectively, with playbooks that turn retrieved details into consistent next steps.\u003c\/li\u003e\n \u003cli\u003e\n\u003cstrong\u003eMonitoring and iteration:\u003c\/strong\u003e We set up dashboards and agent monitoring so automation performance is visible, measurable, and continuously optimized for business efficiency.\u003c\/li\u003e\n \u003c\/ul\u003e\n\n \u003ch2\u003eSummary of Outcomes\u003c\/h2\u003e\n \u003cp\u003eRetrieving detailed participant information is a small technical capability with outsized business impact when combined with AI integration and workflow automation. It reduces manual work, eliminates guesswork, and creates repeatable, measurable ways to turn campaign engagement into revenue. The result is faster, smarter interactions with participants, cleaner data across systems, and a scalable approach to managing referral and promotional programs that supports long-term digital transformation and business efficiency.\u003c\/p\u003e\n\n\u003c\/body\u003e"}