Overview

This article explains how to connect TIFIN Clout and Wealthbox, so contact data from Wealthbox can be used to build email lists and personalized marketing campaigns in Clout. A recorded webinar is available: CRM and Personalized Marketing: A Webinar on the Integration of Wealthbox + Clout.

What is TIFIN Clout?

TIFIN Clout is a content marketing platform with a command center that empowers a centralized marketing team to run growth campaigns for sales and advisor teams. Its integration with Wealthbox allows advisors to send contact data from Wealthbox to Clout's content marketing platform.

How does it work?

Once connected, advisors can curate email lists and segments in Clout with the click of a button, using contact data imported from Wealthbox. From there, advisors can create and send personalized marketing campaigns to those lists and segments to strengthen relationships with clients and prospects.

Step-by-step setup instructions

1. Confirm you have an active TIFIN Clout account and an active Wealthbox account.

2. From Clout, locate the option to connect your Wealthbox account.

   

3. Log in with your Wealthbox credentials when prompted, and authorize the connection.
4. Select the button in Clout to import your Wealthbox contacts.

5. Curate an email list or segment from your imported contacts.

   

6. Create and send a personalized campaign to the list or segment you built.

(Exact menu labels inside Clout may differ slightly by account type — refer to TIFIN Clout's own onboarding screens if a labeled step doesn't match what you see.)

Troubleshooting steps

• Issue: Wealthbox contacts aren't importing into Clout. Solution: Confirm the Wealthbox connection is authorized in Clout's account settings, and reconnect if needed.
• Issue: A contact is missing from a list or segment I built. Solution: Confirm the contact was included in the most recent import from Wealthbox, and check that the contact meets the criteria for that list or segment.
• Issue: A newly added Wealthbox contact isn't showing up in Clout. Solution: Run the import again in Clout, since new contacts may not sync automatically until the import is triggered.

FAQ

• Do I need to manually re-enter client information in Clout? No. Once connected, Wealthbox contacts can be imported into Clout with the click of a button.
• What can I do with imported contacts in Clout? You can curate them into email lists and segments, then create and send personalized content marketing campaigns.
• Is the import a one-time action or an ongoing sync? Contacts are imported when you select the import option in Clout, so you may need to re-run the import to bring in newly added or updated Wealthbox contacts.