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Integrating Thanks.io With BoldTrail (and kvCORE)

Looking to connect your BoldTrail CRM with thanks.io so you can send automated postcards, letters, and gift cards directly from your smart campaigns? 

In the following video, Ryan explains 2 main approaches for getting this done.  1. Using Webhooks and 2. Using Zapier

If you''re on our business plan, AND you know SPECIFICALLY what you want to send to SPECIFIC sets of Boldtrail contacts, we'd be happy to set this all up for you. 

 

Video Summary: How to Connect Thanks.io to BoldTrail (kvCORE)

This video provides a technical walkthrough on integrating BoldTrail (formerly kvCORE) with Thanks.io to automate postal mail campaigns. The tutorial covers two integration methods: direct webhooks and Zapier automation.

Target Audience & Prerequisites

  • Audience: Real estate agents and marketers using both platforms
  • Skill Level: Advanced (requires familiarity with webhooks, APIs, and automation tools)

⚠️ Important Disclaimer (0:00)

  • This is a technical process requiring advanced knowledge
  • Thanks.io Business/Enterprise users can get support assistance, but must have:
    • A pre-built BoldTrail campaign ready
    • Clear understanding of desired mail pieces and timing
    • Complete marketing workflow planned in advance

Method 1: Direct Webhook Integration

Step 1: Get Webhook URL from Thanks.io (0:46)

  1. Navigate to Mailing Lists in Thanks.io
  2. Select target mailing list for BoldTrail contacts
  3. Scroll to Recipient Add Webhook section
  4. Click Copy kvCORE/Bold Trail Specific Code to Clipboard

Step 2: Configure Webhook in BoldTrail (1:15)

  1. Go to Marketing > Smart Campaigns
  2. Create new campaign or edit existing one
  3. Click Add Action > select Webhook
  4. Important: Separate the webhook URL components:
    • Paste base URL (before "?") into main URL field
    • Add query parameters manually (firstname, lastname, address, etc.)
  5. Map BoldTrail merge tags to Thanks.io fields:
    • firstname = {first_name}
    • address = {lead_address}
    • email = {email}
  6. Configure timing and save

Step 3: Test the Integration (2:49)

  1. Select a contact with valid mailing address
  2. Add contact to configured Smart Campaign
  3. Note: Allow up to 15 minutes for webhook processing

Method 2: Zapier Integration (4:12)

Recommended for easier setup and better reliability

Part 1: Create Zapier Action in BoldTrail (5:26)

  1. In Smart Campaign, click Add Action
  2. Select Zapier from dropdown
  3. Name the action descriptively
  4. Copy the generated Zap ID (needed for Zapier setup)
  5. Save the action

Part 2: Configure Zap in Zapier (6:22)

  1. Create new Zap in Zapier account
  2. Trigger Setup:
    • App: kvCORE (or BoldTrail)
    • Event: Campaign Action
    • Paste Campaign Zap ID from BoldTrail
  3. Action Setup:
    • App: Thanks.io
    • Choose action type:
      • Add Recipient: Adds to mailing list
      • Send Postcard/Letter/Notecard: Sends direct mail
    • Map BoldTrail fields to Thanks.io requirements

Advanced Integration Options (9:07)

Reverse Integration: Thanks.io to BoldTrail

  • Trigger: QR Code Scan in Thanks.io
  • Action: Update Contact in BoldTrail
  • Use Case: Automatically update contact records when recipients interact with mail pieces

Tools & Resources Referenced

  • Thanks.io - Postal mail automation platform
  • BoldTrail (formerly kvCORE) - Real estate CRM
  • Zapier - Automation platform (paid account required)
  • API Nation - Alternative integration platform

Troubleshooting Tips

  • Allow up to 15 minutes for webhook processing
  • Ensure contacts have complete mailing addresses
  • Verify merge tag mapping between platforms
  • Test with single contacts before bulk campaigns