Capsule set up from the start

 

To get your data flowing correctly, you need to ensure that the information captured in your Maltix forms or eCards lands in the right "pigeonhole" within Capsule.

Here is how you map those custom fields to your Capsule tags and data fields:

1. Prepare your Capsule "Tags" Before touching the Maltix settings, you need to decide how you want to categorise people.

• Log into Capsule.
• Go to Account Settings > Tags.
• Create tags that correspond to your Maltix activities, such as Maltix-Tribe, Networking-Event, or Warm-Lead.
• Tip: If you want to capture specific data (like a "Maltix Member ID"), go to Custom Fields in Capsule and create a "Text" field with that exact name.

2. Access the Maltix Connect Integration 

• Log into your Maltix Dashboard.
• Navigate to the Integrations or Connect tab.
• Select Capsule CRM from the list of available providers.
• You will be asked to "Authorise"—this will redirect you to Capsule to click "Allow" so the two systems can talk to each other.

3. Map the Standard Fields Maltix will present you with a list of its internal fields on the left and a dropdown of Capsule fields on the right. Start with the basics:

• First Name → First Name
• Last Name → Last Name
• Email → Email Address
• Phone → Phone Number

4. Map Custom Data to Capsule Tags This is the most important part for keeping your CRM organised.

• Find the field in Maltix labelled Source or Form Name.
• Map this to the Tags field in Capsule.
• This ensures that every time someone fills out your Maltix eCard, they aren't just a "Contact"—they are a contact automatically labelled with "Maltix," making them easy to filter later.

5. Test the Connection

• Open your own Maltix digital business card or "Tribe" link on your phone.
• Enter a test contact (use a dummy email address).
• Go to Capsule and check the Added Recently list.
• Verify that the contact has appeared and, crucially, that the Tags or Custom Fields you mapped are visible on their profile.

Pro Tip: Once the mapping is confirmed, you can go into Capsule and set up a Workflow. For example: "If a contact is added with the tag Maltix-Tribe, automatically create a task to send them a welcome pack within 24 hours."