VIP Club Integration

If you have VIP Club, this integration will push any new contacts that are input in Brokeredge automatically to your VIP club mailing list.

To set this up go to 'My Settings' in Brokeredge 

Step 1. Toggle on 'Show 3rd Party Integrations'

Step 2. Toggle on 'Integrate with VIP'

Step 3. To get your agent ID Key-Login to VIP and go to 'My Account' > Connected Systems > and hit 'create' under Brokeredge

Step 4. Copy the API Key

Step 5. Paste into Brokeredge and hit save

*Note: you can utilize the optional toggle 'Exclude business partners from push to VIP' if you do not want business partners added to your mailing list. 

• Only people with an email address in Brokeredge are pushed. 
• If there are two people that share an email (like spouses), VIP reconciles that to a single person.
• It's also only new clients since you turned it on.  
•  Communication opt outs also don't push.

Here is a video on the steps: