Sync-a-swag
In this guide, you’ll learn the necessary steps to complete sync-a-swag. Each step has a companion video to assist you.
Disclaimer: We currently only send shirts in North America and Europe.
Census sends custom fields (contact info, swag preferences) from a data warehouse to a marketing automation platform to automatically send swag to your doorstep. This is a hands-on, simple way to understand the functionality and benefits of Census.

🏃‍♀️ Getting Started

Prerequisites

Have your Census account ready. If you need one, create a Free Trial Census account now.

Open the sync-a-swag feature

Navigate to the Census quickstart page and click enter info under the sync some sweet Census swag to yourself option. This will automatically create a source and destination for your sync.
Next, you’ll see Census’s modeling feature where you can write SQL to create a model (see below) from the source we set up for you.

Create a model

Follow these steps to create a model called Sync-a-Swag Entry Form:
  1. 1.
    Update the string property values with your contact info and swag preferences.
    • Example: Change Email to your desired email address: [email protected].
    • Tip: Each property is a string value. Don’t forget to include the apostrophes (' ') for each value.
2. Click preview to verify that your SQL query works properly and includes the correct information.
3. Click save model.

Create a sync

Next, create a sync to send the Sync-a-Swag Entry Form model from the Redshift data warehouse to the marketing automation platform.
Update the following sections on the sync page:
  1. 1.
    Click syncs on the navigation menu on the left hand side of your screen. Next, click add sync on the top right of your screen. These steps allow you to start a new sync.
  2. 2.
    Choose the data that you want to sync.
    • Select the warehouse and modeled data you want to sync:
      • Connection: Redshift - tf-redshift-demo-cluster
      • Source: Sync-a-Swag Entry Form.
3. Choose where you want to sync data to.
  • Select the warehouse and modeled data you want to sync:
    • Connection: Sync-a-Swag
    • Object: Sync Your Address Here (US only)
4. Indicate how sources and destination records are matched.
  • Syncs require you to match the source and destination with a unique identifier.
    • On the left-hand side, select ‘email’ as the identifier for the “Sync-a-Swag Entry Form”.
5: (No action needed, just FYI) Select which properties should be updated.
6. Scroll to the bottom of the page and click next.
7. On the confirm details page click run sync now? and then click create sync.
8. You’ll see a quick confirmation that your sync was successful. 🎉

🚑 Need help with Sync-a-Swag?

Contact us via [email protected] or start a conversation with us via the in-app chat.
Last modified 13d ago