Introducing: The Connector for MongoDB

by David Simpson

Your attention please, marketing and operations experts: Tray is announcing a powerful new capability to help you better manage those mountains of prospect and customer data in your databases and directly use them to drive more leads.

This time, we’re taking the wraps off of the MongoDB connector, which will enable you to make the most of the data your company is already collecting with this powerful NoSQL database solution. This connector will both integrate MongoDB into your technology stack and also put you in the driver’s seat when it comes to directly using your database’s data to power the rest of your operations. The best part: you can do it without having to wait around for IT help you make everything talk to each other properly.

What can you do with the MongoDB connector?

MongoDB is, as we know, an open-source, NoSQL database which uses JSON-like documents with schemas to both store data and map it directly to code in popular languages such as Python, C++, and others. For those less familiar with the coding side of the house, MongoDB is a powerful and open-ended database solution that handles unstructured data with ease, such as storing data for product data management, e-commerce, and customer information.

Tray’s connectors support just about any operation for any given API - and they’re always being updated with more - but here’s a quick overview of our MongoDB connector’s functionality. (Please visit Tray’s full MongoDB documentation for more in-depth info.) In the case of MongoDB, you can use Tray’s connector for MongoDB to:

  • Insert documents into a collection
  • Delete documents from a collection
  • Find one specific document from a collection and delete it
  • Find all documents for a given collection
  • Find a document via a search query
  • Find one specific document from a collection and replace it
  • Update the documents in a collection
  • Find one specific document from a collection and update it

Why is this important?

Using the MongoDB connector, you can integrate MongoDB document tasks into your existing workflows to collaborate harmoniously with your existing applications. Since MongoDB competently handles large amounts of unstructured data (such as customer contact information and stated personal preferences), you can use the Tray connector for MongoDB to integrate these data into other tools you already use and set key follow-up tasks to trigger automatically.

Quick example of the MongoDB connector: Marketing for a B2C accounting firm

You could use this connector along with MongoDB to manage your accounting firm’s sizable customer database to ensure all information is up-to-date. Specifically, customers who experience significant life changes, such as a change in marital status or having children, may be curious about how their life changes will affect their tax return.

If you can offer them relevant, educational information regarding this change, and possibly a promotional offer or two, they may be more receptive to becoming a repeat customer, especially given the convenience factor of already having most of their information on file from last year. To capture these potential repeat customers, you might do the following:

  1. Once the operational pieces are in place internally among your colleagues, create a Manual Trigger to kick off the first leg of your exciting new re-engagement campaign.

  2. Set the trigger to activate a MailChimp action to send a re-introduction e-mail to previous customers, with fields to capture any updated personal information.

  3. Set the MailChimp action to also trigger a MongoDB action to “Find One And Update” documents for any existing customers who have entered a change of life status, such as changing marital status or having a child.

From here, you could then expand the workflow using this “List of Previous Customers with a Life Change” into a full re-engagement campaign, adding workflow steps for your CRM to send customized emails targeted to that specific life change, share any promotional pricing such as a “New Parents Tax Discount” at your firm, and even offer partner-related marketing promotions for relevant companies with whom your firm may have relationships, such as florists, bridal suppliers, toy shops, or pediatric health services.

Or divorce lawyers.

You know, just putting that out there.

Takeaways

We get many questions from marketing and operations experts about the best way to access the important data stored in their companies’ database software. This is an unfortunately common predicament, as many marketing teams can’t gain that access without having to make requests of their company’s already-busy IT resources.

So you can hopefully see why we’re so excited about the MongoDB connector and how it can help you start making direct use of your database to bring in more leads to your funnel by connecting that data directly to your daily tools of choice. Without filing another IT helpdesk ticket.

Interested in learning more about how Tray can help you skip the wait for IT resources and go straight to integrating and automating your most important marketing data? Request a free trial.

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