Signature Integration Overview
How to enable your Signature Integration
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.
Integration Setup
Enabling Integration
If you are a Signature agency owner and wish to convert to Tern CRM
Start here: Reach out to Signature to get your CRM ID using this form
Go to the Integrations tab within your agency settings in Tern (note: only available to agency admins)
Click Connect next to Signature Travel Network
Enter your Signature CRM ID to locate your agency (this will be provided by Signature)
Click Submit and Confirm your agency name is correct
Move on to the Advisor Matching section of the integration setup! If you are a member of a Host agency then your Host will need to complete the advisor matching step
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 provided by Signature
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.
You should 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
Click edit to make changes to preferences
Marketing Permission Preferences
Review Marketing Permission preferences
Click edit to make adjustments to marketing preferences
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 codes provided by Signature or agency does this in a spreadsheet
Allow Signature Email Marketing: True if they should have email marketing permission or False if they shouldn't
Should use EMC Marketing permission from Signature to fill this
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 via an agency contact upload. You use an import ID to match your contacts. Ensure you've added import IDs to your Signature upload before uploading contacts.
Contact Downloads
Please contact the Tern support team at [email protected] for assistance with downloads of your client data and person data.