The Model Match & Total Expert integration allows you to increase your outreach and automate content delivery through Total Expert Journeys.
Housekeeping Items
Before you are able to connect Model Match to Total Expert you will need add the following Custom Fields to your Total Expert account.
modelmatch_contact_url
requisition_name_modelmatch
requisition_stage_modelmatch
Once these fields have been added to your Total Expert account, please reach out to your Success Manager at Model Match or submit a ticket to our Support Team here.
All set?
Connecting your Total Expert account
1. Log in to Model Match
2. Click "Settings"
3. Click "Integrations"
4. Click "Total Expert" to access the Total Expert Integration page.
5. Let's click "Authorize" to connect Total Expert to our Model Match account. You will be redirected to the Total Expert login page.
6. Log in to your Total Expert account and provide the appropriate access. Click "Grant Access" when you're ready.
We recommend leaving all options selected.
When you've successfully connected Total Expert to Model Match, you'll notice that the connect option is now showing that you're connected.
You're all set! You can now start adding contacts to your Total Expert account from Model Match!
How do I disconnect Total Expert from Model Match?
To disconnect your Total Expert account from Model Match, click the "De-Authorize" button to log out.
How to send contacts to Total Expert
1. Open the contact profile for the contact you want to send to Total Expert
2. Click the "Total Expert" icon next to the contact name. If the icon is not visible, please confirm that you have Total Expert connected to Model Match. You can learn how to do that here.
3. Select the phone numbers and email addresses you want to include with the contact profile. To skip any fields select "N/A" from the dropdown list for that field.
4. Click "Add to Total Expert".
In addition to the fields selected above, Model Match will send the following contact information to your Total Expert account:
1. First Name
2. Last Name
3. Title
4. Company Name
5. Contact Address
All contacts added to Total Expert will include a "Lead Source" of "Model Match". The user who send the contact to Total Expert will be listed as the Owner of that contact.