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Once the lender has completed the prerequisites, an Experience.com team member or technical POC can finalize the configuration of the Encompass connection using the steps below. At this point in the process, Experience.com should have access to all necessary information from Encompass. Now is the time to create and activate an Encompass configuration and connect it to a Campaign to automate surveys.

Create a new Encompass configuration in the Account’s Ingestion Setup.

  1. To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Click Encompass, and then click the blue “New Connection” button.

  2. Using the information gathered earlier in the process, enter the following information. Once the information has been entered, click anywhere within the Encompass Configuration drawer to begin testing the connection automatically.

    1. A connection name

    2. Instance ID 

      1. This should start with “BE”

    3. Client ID

    4. Client Secret

    5. Date Filter Field 

      1. All fields used in the XMP must begin with “Fields.” For example, if the Encompass field is 1997, enter “Fields.1997”

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