Tern integrates directly with Signature Travel Network to help streamline your client marketing and keep client data in sync. Here’s everything you need to know to get started.

If you’re interested in turning on the Signature integration, your first step is to work with the Signature team to confirm an implementation date.

Already a member? Email: [email protected]
Not yet a member? Learn more about how to join here: https://join.sigtn.com/ or reach out to [email protected]

Integration Setup

Enabling Integration

Once your kick-off call is scheduled, you’re ready to connect Tern to Signature:

Go to the Integrations tab within your agency settings in Tern (note: only available to agency admins)
Click Connect next to Signature Travel Network

2. Enter your Signature CRM ID to locate your agency (this will be provided by Signature)

3. Click Submit and Confirm your agency name is correct

4. Move on to the Advisor Matching section of the integration setup!

5. At this point, the integration will show as Active, but no contacts will sync until you complete advisor matching

Before your advisors are matched in SigNet you will see the following message on any contacts shared with your agency

If a contact is not shared with the agency you will see the following message, make sure any contact that you want synced to Signature is shared with your agency

Matching Advisors

Navigate to SigNet and follow the instructions below on how to match your advisors. Once you have matched your advisors the contacts that are shared with your agency will begin to be synced.
Learn more about how to match your advisors in Signature here.
Once you have selected a match for your advisor is will take about 10 minutes to see the active Signature Field on your shared agency contacts.
Only active Tern agency members will be able to be matched, not those that are inactive or invited.

Syncing Contacts

Once advisors are matched:
- All shared contacts they own will be synced to Signature as persons.
- Signature will then run a nightly client match to turn those persons into clients.
- Until that match completes, you’ll see a blank Signature ID in Tern. Once matched, the ID will be populated automatically.
New Tern contacts created for a matched advisor follow the same flow and are created as a person in Signature, then matched to a client during the nightly process.

The SignatureE-Marketing Center client sync runs once overnight, but the timing depends on other processes that may be running simultaneously. Updates and newly created clients should appear in Signature E-Marketing Center by 9 AM PST the following day. However, in some cases, it may take up to 24 hours for updates to be visible.

Now, between us, the sync process typically kicks off around 3 AM PST. On rare occasions, it may be delayed if a large process is running, which is why we advise members to expect updates by 9 AM PST.

Synced Fields from Tern
- Primary email address
- Primary address
- Primary phone
- Signature preferences
- Signature marketing permission preferences

Signature Contact Tab

Once advisor matching is complete, your contacts will display a new Signature tab. This is where you can:

View the Signature sync status
Update Marketing Codes
Manage Marketing Permission Preferences

Signature Marketing Preferences

To edit preferences:

Review the marketing preferences on the client

2. Click edit to make changes to preferences

Marketing Permission Preferences

1. Review Marketing Permission preferences

2. Click edit to make adjustments to marketing preferneces

Signature Created Contacts

When a contact is created in Signature they will also be created in Tern. You will see this reflected in the activity for the contact. It could take about 10 minutes for the contact to be created in Tern.

Signature Updated Contacts

When a contact is updated in Signature they will also be updated in Tern. You will see this reflected in the activity for the contact. It could take about 10 minutes for the contact to be created in Tern.

Contact Uploads and Downloads

Marketing Preference and Permission Uploads

In order to make it easier for you to bulk upload marketing codes and marketing permissions on your contacts in Tern we have added fields to the agency basic details contact upload to support this.

The Signature fields are:

Marketing Codes: semi colon separated list of marketing
Allow Signature Email Marketing: True if they should have email marketing permission or False if they shouldn't
Allow Signature Phone Marketing: True if they should have phone marketing permission or False if they shouldn't
Allow Signature Address Marketing: True if they should have address marketing permission or False if they shouldn't

As an agency admin you can upload these fields on your contacts. It is recommended that you use an import ID to better match your contacts, if you do not have it make sure that your email, first name and last name match on your Signature upload.