Redtail
Overview
Sync your form data with your Redtail account, both ways.
What you need
Background
Redtail Technology, commonly referred to as Redtail CRM, is a web-based Customer Relationship Management (CRM) solution specifically designed for financial professionals, including financial advisors, wealth managers, and brokerage firms. It's one of the leading CRM systems in the financial services industry, known for its specialized features that cater to the unique needs of financial advisors.
Key features of Redtail CRM include:
- Contact Management: Redtail CRM allows financial professionals to organize and manage client information efficiently, including detailed profiles, account information, and documents related to each client.
- Workflow Automation: The system provides tools to automate workflows and processes, helping advisors streamline operations, from client onboarding to regular check-ins and compliance tasks.
- Calendar and Scheduling: Integrated calendar and scheduling features enable advisors to manage appointments, meetings, and reminders directly within the platform.
- Email Integration: Redtail integrates with popular email services, allowing users to sync their email communication with client records for a comprehensive view of client interactions.
- Reporting and Analytics: The platform offers reporting and analytics tools to help advisors track business performance, client activities, and other key metrics.
- Compliance Tools: Given the regulatory environment in which financial advisors operate, Redtail includes features designed to assist with compliance management, including documentation and audit trails.
- Collaboration Features: Redtail CRM supports team collaboration by allowing multiple users to access and work on client files, share notes, and assign tasks within the team.
- Integration: It integrates with many other financial planning, portfolio management, and back-office systems, providing a more seamless experience and reducing the need to switch between multiple platforms.
Redtail CRM is favored for its industry-specific features, user-friendly interface, and commitment to security and compliance, making it a popular choice among financial advisors looking to improve client management and operational efficiency.
How to set up
Navigate to the Feathery form that you want to connect to Redtail. Click on the Integrations tab.
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Open the Redtail integration and input your Redtail credentials.
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Click Connect. Your integration is now live and ready to go!
API Connectors
You are now ready to set up a Feathery API Connector to sync data to and from your Redtail account.
In your Feathery form connected to Redtail, navigate to the Logic tab. From there, select the API Connectors sub-tab. Click Create API Connector and select the Redtail option.
Using the Select Action drop-down, choose the action you would like to configure and click Next.
Note: Feathery currently supports the following Redtail actions:
- Get, Create and Update:
- Contacts
- Families
- Activities
- Seminars
- Opportunities
- Workflows
with additional actions coming soon.
You can now map your Feathery fields to the corresponding API Connector fields. For example, when using the Get Contact action, you can map the field corresponding to the Redtail contact email within your form. Use the Field Reference button to copy the field ID of the desired Feathery field:
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After mapping all necessary Feathery fields to the API Connector fields, click Next.
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You can now run a test request to verify the API Connector is setup properly and map the response data to the desired Feathery fields. Enter an existing Redtail contact email for your test request.
Note: If the Manually build response structure option is selected, you can provide a sample JSON response to use for mapping to your Feathery fields.
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Click Next to run your test request. After a successful request, you can map the response data to the desired Feathery fields:
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Click Create and you are now ready to use your Redtail API Connector within your Feathery form! For more information on calling the created API Connector within your form, please visit our documentation.
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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