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Flourish Connection

Connect Flourish to Ventrata to send bookings and customer details into the CRM and marketing platforms Flourish runs for you.

Flourish

 

Flourish is a specialist CRM agency with offices in Bristol, London and Dubai, running customer engagement programmes from solution design through creative and ongoing optimisation. It works across more than fifteen martech platforms including Salesforce, Adobe, Braze, Klaviyo and Microsoft Dynamics 365, for clients such as Amazon, ASOS, Nissan, Samsung and several UK nonprofits.

 

Connecting Flourish to Ventrata delivers bookings, changes and cancellations with customer details into the CRM and marketing platforms Flourish runs for you, for post-visit and repeat-booking campaigns.

 

To learn more about Flourish, visit flourishworld.com.

 

Primary website

Tags

Software Development

Developed by

Flourish (using Ventrata's OCTO API)

 

Flourish is a service partner for Ventrata clients. Services they offer include:

  • CRM programmes – designs and runs customer engagement programmes from solution design to ongoing optimisation.

  • Creative – produces the creative for those programmes.

  • Martech platforms – works across more than fifteen platforms including Salesforce, Adobe, Braze, Klaviyo and Microsoft Dynamics 365.

 

Their app connection links your Ventrata account with Flourish so it can feed bookings and customer details into the CRM and marketing platforms it runs for you. Features of this connection include:

  • Reads your bookings – including changes and cancellations, with customer details.

  • Loads them into your CRM and marketing platforms – so post-visit and repeat-booking campaigns can use them.

  • Reads your products and availability – for the products enabled on the connection.

 

‼️ IMPORTANT

Flourish will process your guests' personal data. Review your privacy policy and terms before connecting.

 

Working with Flourish

  1. Get in touch with Flourish through flourishworld.com.

  2. Agree the scope and pricing directly with them.

  3. Give them access if needed. See below.

 

Creating the Flourish Connection

🔐 Required Role Permissions: See Connections, Modify Connections, See Connection Key

Before you begin:

  • You need an agreement with Flourish to use their services.

 

  1. In Ventrata Dashboard, go to Connections → Connections, click + New Connection, and select Flourish from the list of partners.

  2. (Optional) You can also set the connection Name of your choosing, which may be helpful if you plan to have multiple Flourish connections and would like to differentiate between them more easily in the future.

  3. Press the Create Octo Connection button.

 

 

 

 

📗 TIP

If needed, you can also allow or disallow products or destinations on the connection level to limit what Flourish can access.

 

Sharing Access with Flourish

Securely share the OCTO API key shown on the connection you've created with your Flourish contact so they can complete the setup on their side.

 

Your Ventrata configuration is complete. You can revoke access at any time by deactivating the connection.

 

 

Sharing Dashboard access. If Flourish also needs the Dashboard, create a Ventrata user for them with a role that has only the permissions they need (see How to Set Up Roles), and remove it when you stop working with them.

 

Managing the Flourish Connection

  • Revoke access by deactivating the connection.

  • Allow or disallow products: limit which destinations, products and options Flourish can access. See how to allow or disallow products.

  • Rename the connection to tell several Flourish connections apart.

 

Connection Features Detailed

This section is for anyone who wants to know exactly how the Flourish connection works: what Flourish does with your Ventrata data, and which Ventrata OCTO API calls it makes.

 

Reads products and availability

✅

Reads the products and availability enabled on the connection.

Only products enabled on the connection are visible.

You can limit this with allow and disallow settings.

 

What this means for you: The partner only sees the products you allow.

Reads bookings

✅

Retrieves bookings, updates and cancellations for those products.

Covers new bookings, changes and cancellations.

 

What this means for you: The partner can see what is booked for the work it does for you.

✅ supported

 

FAQs

Flourish can't see some of my products.

Check which destinations, products and options are allowed on the connection, and confirm that your products and options are enabled for sale on the Direct API source. If the issue persists, contact our Technical Support.

 

 

Partner Information

Flourish CRM Ltd

Grove House, Pembroke Grove, Clifton, Bristol, BS8 3DA, United Kingdom

 

Ventrata Partner ID: 670faab6-1f78-4307-a4c7-6a6bac6eae1a

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