Setting up the Yes Marketing connector

To set up the Yes Marketing connector, you'll need to be logged into both your Yes Marketing and Taxi accounts.

  1. In Taxi, head to Integrations Select the ESP Connectors tab.

  2. Click 'Add New' Select Yes Marketing from the dropdown. This will need to be enabled by Taxi. You'll need to name your connector - we recommend 'Yes Marketing'.

3. Click 'Yes Marketing' to edit the connector settings

4. Select your 'Host Name', and complete your Username and API Token fields Add your Subscription and From Name.

5. Select if you want to set some restrictions for this connector You can control who can use the connector and also what type of exports users can export. When these are selected you will see the options to the right of the screen where you can add users and teams and select the export types.

6. Next, you can 'Save Details & Exit' to complete the connector set up or you can set up Segmentation and Personalisation for this connector by clicking 'Save Details & Continue' If you continue setting up you will be brought to the setup pages for Segments Sets, Single Segments and Personalisation. Once these are added choose to save and continue on each page and then finally save details and exit.

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