Store Leads
Mantle Integration
Contents
Overview
Mantle is a vertically integrated customer relationship management platform for the Shopify ecosystem.
With the Mantle integration enabled, accounts on all paid plans can manually enrich existing Mantle customers from Store Leads domains.
Accounts on the Pro, Elite or Enterprise plans can also:
- Update all existing Mantle customers with the latest Store Leads data. This can be configured to happen automatically as soon as we refresh our data (weekly) or triggered manually.
Enabling the Mantle Integration
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To enable the Mantle integration, visit the Integrations page in the Dashboard and click on Mantle.
Mantle Integration Summary. -
You'll see a page that summarizes the Mantle integration. Click the enable button to proceed.
Enable Mantle Integration. -
At this point, you may be asked to login to your Mantle instance. You'll also be asked for permission to allow Store Leads to manage data in your Mantle instance. You must approve this request in order to use the Mantle integration.
Once you approve the request, your Mantle integration will be enabled. As soon as the integration is enabled, we scan your Mantle instance to determine the overlap between customers in Mantle and domains in the Store Leads database.
Disabling the Mantle Integration
If you wish to deactivate the integration, simply click the disable button.
Configuring the Mantle Integration
After the integration is enabled, review the available configuration options under the General tab.
- Send Daily Integration Error Email. Enable this option to receive a daily email of any errors that occurred when trying to enrich records.
Customer Enrichment
By default, Store Leads will automatically enrich Mantle customers every week when we publish our weekly data update. Mantle customers are only enriched if their domain or shopifyDomain properties matches a store in our database that your plan can access.
Mantle Customer Properties
By default, Store Leads data will be set in the following customer properties.
Manual Update of Mantle Customers
When you're looking at a domain in Store Leads that already exists as a Mantle customer, the Mantle tab will show you details for the existing Mantle customer. Click on the "Enrich Mantle Customer" button to trigger a manual enrichment of the customer.
Showing Mantle Data Within Store Leads
With the Mantle integration enabled, a new "Mantle" tab is available when viewing store details.
The list of fields to display for Mantle Customers can be fully customized. Data display is fetched on demand from the Mantle API and is never stored by Store Leads. To customize the list of columns displayed, click on the column chooser icon.
