Connecting your GetThru and PDI accounts
PDI can connect with both ThruText and ThruTalk! This integration allows users to text and call voters sourced from the PDI program as long as the user has obtained an account with GetThru. This functionality does not replace the Texting File functionality seen in the Create List and Files page but instead offers an alternative solution to simplify the process.
Getting Started
You will first need to associate your PDI Account with a GetThru account.
If you do not have a GetThru account yet:
We'd be delighted to introduce you to our platform and set you up with a demo to show you how it works. You can also email info@getthru.io to get more information. Then, initiate your request within PDI to set up your account! (Integration directions below.)
If you are an existing GetThru client:
You will want to initiate the request within PDI to have them send your PDI account information to support@getthru.io. Use your current domain name in the request. To navigate to the PDI page where you begin your integration navigate to:
- On the left sidebar, click "Emails/Webforms"
- Open the "Partner Digital Tools" dropdown
- Open the "ThruText Texting" dropdown
- Click "ThruText Configuration"
NOTE - This configuration is for your GetThru account and is used to set up both ThruText and ThruTalk together at one time.
When entering in your integration request through the PDI website, your organization name is the name of your PDI account.
Once we have enabled the PDI integration, your account will have nine custom fields:
- PDI Unique ID
- Address
- Address 2
- Polling Location
- Polling Location 2
- Polling Address
- Congressional District (CD)
- Senate District (SD)
- Assembly District (AD)
You will also see an administrator user for your PDI integration. The integration will not function until PDI approves this user. Do not delete this user. Admins deleting or downgrading the PDI user will cause your integration to fail:
From here, you can now push your lists from PDI into a group in GetThru with the click of a button!
To navigate to the page where your PDI list is pushed to ThruText:
- On the left sidebar, click "Emails/Webforms"
- Open the "Partners and Digital Tools" dropdown
- Open the "ThruText Texting" dropdown
- Click "Send Universe to ThruText"
- Click the star to the left of "Send Universe to ThruText" to add this page to your Favorites for easy access from the left sidebar. (Change from a hollow star to a solid star!)
NOTE - Use this page to send your list to GetThru. Once your universe has been sent from PDI, you can use it for both (or either) ThruText and (or) ThruTalk.
Information entered into the "Name Your List or File" will become your GetThru Group name. Select which PDI list you want to import by selecting from the "Select a Saved Universe or List" dropdown.
NOTE - The GetThru group size max is 50k contacts, but due to the file size and the data contained in your list, you may need to send smaller groups.
Click the "Process File" button at the bottom of the page. If the file was sent successfully, you will see "Your File or List Has Been Successfully Created."
Create and send your campaign
When the list is pushed to getthru.app, the group is created with all of the custom fields automatically via the PDI Sync User that has been added to your account.
NOTE - If the list was pushed from PDI to GetThru, but is not automapped, please write to support@getthru.io.
For ThruText
To get the most out of your PDI list, you should use your PDI-imported custom fields in ThruText. Click here for directions on how to add custom fields to your ThruText campaigns.
After group creation, admins will need to create their ThruText campaign, have their users send the campaign, and collect survey information.
For ThruTalk
It would be best to use your PDI-imported custom fields in your ThruTalk scripts so that you can get the most out of your PDI list. Click here for directions on how to add the custom fields to your calling scripts.
After group creation, admins must build their script, launch their ThruTalk campaign, and have their users make calls.
PDI created groups can be used for both ThruTalk and ThruText interchangably! No additional import is required.
Bringing your survey results back into your PDI account
After your users have made calls in ThruTalk or recorded survey information in ThruText, we send those survey results to PDI overnight. You can import your survey information to PDI in the morning.
To import your GetThru data to PDI, navigate to the "Import from ThruText" page.
- On the left sidebar, click "Emails/Webforms"
- Open the "Partners and Digital Tools" dropdown
- Open the "ThruText Texting" dropdown
- Click "Import from ThruText"
- Click the star to the left of "Import from ThruText" to add this page to your Favorites for easy access from the left sidebar. (Change from a hollow star to a solid star!)
NOTE - Use this page to access your GetThru data. Both ThruTalk and ThruText data sets are available from the "Import from ThruText" page.
NOTE - The PDI approval system defaults to ThruText survey results. To access your ThruTalk results, click the Import Type dropdown to the left of the date picker fields. Select "ThruTalk" and set your dates. Please note that the File Type field will remain "ThruText File," but once you click "Continue" you will see your ThruTalk data.
If you encounter any difficulties, please email GetThru's Support Team at support@getthru.io.