Connecting your GetThru and PDI accounts


PDI can connect with both ThruText and ThruTalk! This integration allows users to text and call voters sourced from the PDI program as long as the user has obtained an account with GetThru. 


TABLE OF CONTENTS


Getting Started

You will first need to associate your PDI Account with a GetThru account. 

  • If you do not have a GetThru account yet: 

We'd be delighted to introduce you to our platform and set you up with a demo to show you how it works. You can also email info@getthru.io to get more information. Then, initiate your request within PDI to set up your account! (Integration directions below.)

  • If you are an existing GetThru client: 

You will want to initiate the request within PDI to have them send your PDI account information to support@getthru.io. Use your current domain name in the request. To navigate to the PDI page where you begin your integration, navigate to:

  • After logging in, click the "Outreach" drop-down from the header
  • Select "ThruText Texting" to set up the integration for both ThruTalk and ThruText

  • On the new page, select "ThruText Configuration."    

NOTE - This configuration is for your GetThru account and is used to set up both ThruText and ThruTalk together at one time. 


When entering in your integration request through the PDI website, your organization name is the name of your PDI account.


Once we have enabled the PDI integration, your account will have nine custom fields:

  • PDI Unique ID
  • Address
  • Address 2
  • Polling Location
  • Polling Location 2
  • Polling Address
  • Congressional District (CD)
  • Senate District (SD)
  • Assembly District (AD)

You will also see an account owner (admin for older accounts) user for your PDI integration. The integration will not function until PDI approves this user. Do not delete this user. Admins deleting or downgrading the PDI user will cause your integration to fail:

administrator user for your PDI integration

Sending your universe from PDI to GetThru

From here, you can now push your universe from PDI into a group in GetThru with the click of a button!


NOTE - The GetThru group size max is 50k contacts, but due to the file size and the data contained within your list, you may need to send smaller groups. Plan the universes you intend to send to GetThru accordingly.


To navigate to the page where your PDI list is pushed to ThruText:

  • Click the "Outreach" drop-down from the header
  • Select "ThruText Texting"
  • Select "Send Universe to ThruText."

NOTE - Use this page to send your universe to GetThru. Once your universe has been sent from PDI, you can use it for both (or either) ThruText and (or) ThruTalk.


  • On the new page, the information entered into the "Name Your List or File" will become your GetThru Group name.
  • Leave the next two fields as they appear.
  • Select which PDI universe you want to import by selecting from the "Choose the People to Be In Your List or File" drop-down menu.


  • Click the "Process File" button at the bottom of the page. If the file was sent successfully, you will see "Your File or List Has Been Successfully Created."


Collect data using your GetThru campaign

When the universe is pushed to getthru.app, the Group is created with all of the custom fields automatically via the PDI Sync User that has been added to your account. 


NOTE - If the list was pushed from PDI to GetThru, but is not automapped, please write to support@getthru.io


For ThruText

To get the most out of your PDI list, you should use your PDI-imported custom fields in ThruText. Click here for directions on how to add custom fields to your ThruText campaigns.


After group creation, admins will need to create their ThruText campaign, have their users send the campaign, and collect survey information


For ThruTalk

It would be best to use your PDI-imported custom fields in your ThruTalk scripts so that you can get the most out of your PDI list. Click here for directions on how to add the custom fields to your calling scripts.


After group creation, admins must build their script, launch their ThruTalk campaign, and have their users make calls.

PDI created groups can be used for both ThruTalk and ThruText interchangably! No additional import is required.


Bringing your data back into your PDI account

For ThruText

After your users have recorded survey information in ThruText, we send those survey results to PDI overnight. You can import your survey information to PDI in the morning.


To import your GetThru data to PDI:

  • Click the "Outreach" drop-down from the header
  • Select "ThruText Texting"
  • Select "Import From ThruText"

  • Make sure that your survey's date is within the start and end date
  • Select your file from the drop-down
  • Click "Continue."
  • Your file will populate below the "Continue" button. You will need to map the columns in your file.
  • If you have not yet set up a layout for your PDI files, make the following selections:

  • Then, you will be prompted to map the questions that are within the ThruText Survey Export with Surveys that exist within your PDI account.
  • Finally, you will be prompted to map the corresponding answers between your file and your PDI surveys.

For ThruTalk

  • First, export your Account Campaign Dials from ThruTalk
  • Download your export
  • After logging into PDI, click the "People" drop-down in the site's header
  • Select "Import/Export Data"

  • Next, select "Import ID fields."

  • Select the file you want to upload and select "Text (CSV Comma Separated Values)" from the File Type drop-down.
  • Click "Upload File."

  • Once your data has populated below the "Upload File" button, click "Next" at the bottom of the page
  • Move onto the "3. Select Match Field & Acquisition Code" step 
  • Make the following selections:

  • Click "Next" at the bottom of the page
  • When asked about your file's layout, select "My data file has one or more flag fields containing variable flag values."
  • Then, select "The flags I am posting are associated with a survey."
  • Next, you will be prompted to map the questions that are within the ThruTalk Account Campaign Export with Surveys that exist within your PDI account.
  • Finally, you will be prompted to map the corresponding answers between your file and your PDI surveys.
  • Click "Import" to finish the process!


If you encounter any difficulties, please email GetThru's Support Team at support@getthru.io.