Hello Charles

Documentation Index

Fetch the complete documentation index at: https://docs.zeotap.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

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How It Works

1. You set up Hello Charles as a destination in Zeotap CDP by entering your API Key and your customer-specific Base URL.
2. You select the Send Contacts to Hello Charles action and configure the field mapping — telling Zeotap which identifier, names, phone numbers, emails, tags, and custom properties to send.
3. You attach the destination to an audience in Zeotap.
4. Zeotap upserts the contacts in Hello Charles in batches of up to 1,000 — existing contacts are updated and new contacts are created, matched by the external reference ID you map.
5. Tags and custom properties land alongside the contact data, letting you filter and segment those contacts inside Hello Charles afterwards.

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Before You Begin

• An active Hello Charles account with API access enabled.
• Approval from a Hello Charles success manager to access the closed-beta Batched Contacts API.
• Your customer-specific Base URL (the subdomain segment of your Hello Charles workspace URL).
• A valid API Key generated from your Hello Charles account.
• Any tags you plan to send already created in Hello Charles (Settings → Manage Tags).
• Any custom properties you plan to send already created in Hello Charles, with their technical names noted.

• Access to the Integrate module with permission to create new destinations.
• An audience segment ready to send to Hello Charles.
• The user identifier you plan to use as the external reference ID (usually a phone number).
• Phone numbers in your audience formatted correctly — see Important Notes below.

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Get Your API Key from Hello Charles

1

Open API Keys in Hello Charles

Log in to Hello Charles and navigate to Settings → API Keys.

2

Create a key for Zeotap (if you don't already have one)

Click Create API Key, then:

• Enter a recognisable name (e.g., Zeotap CDP Integration) and a short description.
• Set the permissions — admin permissions are recommended so the integration can both upsert contacts and write tags / custom properties.
• Click Save.

3

Copy the API Key

Use the show button next to the key, then copy it. Store the value somewhere secure — you will paste it into Zeotap shortly.

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Pre-create Tags and Custom Properties in Hello Charles

1

Create the tags

Navigate to Settings → Manage Tags. Create any tags you plan to send from Zeotap. For example, if you want to mark contacts in an audience with ID 984, create a tag called 984 (or any label that fits your taxonomy).

2

Create the custom properties

Navigate to the Custom Properties area in your Hello Charles workspace. For each custom property you want to send (e.g., loyalty tier, last purchase date, audience name), create the property and note its technical name — this is the exact string you will use as the mapping key in Zeotap.

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Create the Hello Charles Destination in Zeotap CDP

1

Open the Destinations catalogue

Log in to Zeotap CDP and go to Integrate → Destinations. Click + Create Destination, then search for Hello Charles in the catalogue and select the Hello Charles card.

2

Enter the destination details

Fill in the configuration fields:

• Destination Name — a descriptive label (e.g., Hello Charles V1 Testing or Hello Charles — VIP Sync).
• Base URL — the Base URL for your Hello Charles API endpoint (the subdomain segment of your Hello Charles workspace URL).
• API Key — paste the API Key you copied from Hello Charles. The field is masked once saved.

Click Next to proceed to mapping.

3

Choose the action and map the fields

On the Mapping screen:

1. Under Choose your Action, select Send Contacts to Hello Charles — this is the only action available for this destination.
2. In the Map the Fields area, map your Zeotap catalogue fields to the Hello Charles destination fields:

   Zeotap Catalogue Field	Hello Charles Destination Field	Required?	Notes
   User ID / Phone Number	External Reference Id	Required	Used to match existing contacts for upsert. Typically a phone number in international format.
   First Name	First Name	Optional
   Last Name	Last Name	Optional
   Phone Number	PhoneNumber	Optional	Sent to Hello Charles as the contact’s main phone number by default — it will not populate other phone slots. Required only when creating new contacts; can be omitted when updating existing contacts or adding tags only.
   Email	Email Address	Optional	Sent to Hello Charles as the contact’s main email address by default. Required only when creating new contacts; can be omitted when updating existing contacts or adding tags only.
   Tags	Tags	Optional	Each tag must already exist in Hello Charles.
   Custom Properties	Custom Properties	Optional	Keys must match Hello Charles technical names exactly.

If you are only sending tags to update existing contacts, you can map just the External Reference Id and Tags — phone, email, and name fields are not required in that case.

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Map Audience or Segment Data for Segmentation

• Option A — Tag: Map your Zeotap audience ID (or the Segment Membership (List) catalogue field) to Tags so every contact in this sync gets tagged with that audience ID.
• Option B — Custom Property: Map the Zeotap audience name or ID to a custom property like zeotap_audience_name so the value is stored as a structured field on the contact.

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Attach the Destination to an Audience

1

Open the audience flow

Navigate to your Audience flow in Zeotap CDP and select the audience containing the fields you want to send (e.g., email, phone, last name).

2

Drag in the Hello Charles destination

Drag and drop the Hello Charles destination into the audience flow, then select the mapping you saved in the previous section.

3

Save the destination

Click Save Destination and save the audience setup. Zeotap will begin sending the audience data to Hello Charles in batches of up to 1,000 contacts per request.

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Field Mapping

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Contact Fields

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How Upsert Works

• Contacts are matched on External Reference Id.
• If a matching contact exists in Hello Charles, it is updated with the new field values.
• If no match exists, a new contact is created.
• Sending a tag adds it to the contact’s tag list; sending a custom property sets or overwrites that property.

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Activate and Test the Integration

1

Wait for the first sync

Zeotap pushes the audience in batches of up to 1,000 contacts.

2

Confirm contacts in Hello Charles

Log in to Hello Charles and navigate to the Contacts area. Search for one of the contacts from your Zeotap audience (e.g., by phone number or External Reference Id) and confirm:

• The contact appears with the name, phone, and email you mapped.
• The tags you sent are attached to the contact.
• The custom properties you sent appear with the correct values.

3

Verify the audience as a Hello Charles segment

Navigate to Segments & Lists in Hello Charles and create a new segment. Filter by the tag or custom property you used to mark this audience — for example, Contact's custom property → Zeotap Audience Name contains <your audience value>. Confirm the contact count matches (or closely matches) the audience size in Zeotap.

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Important Notes and Limitations

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Support