SmartEmailling integration

What integration can do

Export your customers from your loyalty system to SmartEmailling to send automated emails and campaigns. Email, account status, PIN, registration flag, last account change and nearest expiration are imported. All this data can be used in emails and automated scenarios. You can also reward the customer for subscribing to the newsletter via the SmartEmailling form.

In SmartEmailing Automation, you can easily create a scenario tailored to your program. Automation will make it possible to send e-mails, SMS messages or otherwise work with leads, for example through regular campaigns. But you don't have to stay with normal communication, you can also work with webhooks, FB Audience, Sklik retargeting, Viber messages, etc. Thanks to this integration, real-time data is available in your own contact-level fields. Values ​​can be easily added to the body of an e-mail or SMS and also worked with in automation by setting conditions.

SmartEmailing also has a number of ready-made scenarios. For starters, you can easily customize them to suit your needs. There is also a team of SmartEmailing specialists who can help you with onboarding or creating custom scenarios.

All you need is a nice template and you can send e-mails when the customer's account is changed, the customer's PIN during the first order, or a notification about expiring customer points for the period you wish.

Installation

In the settings, go to the section Integration. If you haven't already added SmartEmailling Integration, add it.

Now you need to fill username and API key. You can find both values in your SmartEmailling account in the menu My account - API keys. Use the email that is displayed above the Create API Key button as your username. If you don't have an API key in your account, create one by pressing this button.

Now you have both data available and you can enter them in the integration settings in the Ellity console. Once filled out, press the Save button.

If the activation is successful, a custom field will be created for the values listed above (account, etc.). These fields are prefixed with ellity_ for new integrations and mehub_ is used for older integrations.

Automation

In SmartEmailling automation, you can use several scenarios to communicate with your customers.

You can react to the following events:

• customer account change (ellity-credit-changed):You can condition the sending of specific emails based on the reason.
• point expiration (ellity-credit-expires): the set number of days before expiration is sent, if set in Ellity.
• PIN change (ellity-pin-changed)

Reward for signing up for newsletters

If you want to reward a customer for being added to the subscription list via the contact form on your e-shop, you can. You can also take points away from him if he unsubscribes from the list. For both actions, you need to create a separate webhook in the SmartEmailling automation according to the following steps.

1. Create a new automation or use an existing one
2. Add action Change in list - select the list and set the status to Confirmed to credit points (to remove it set Logged Out or Deleted)
3. After Change in the list, add and connect the action Webhook, which you set as follows
4. Set the Destination URL to URL address from the Webhook settings in Ellity
5. Set the HTTP method to POST
6. Add the X-Secret-Key header and insert the API Key value from the Webhook settings in Ellity
7. Set the request body as follows

1. eventName set subscribed (subscribing points), unsubscribed (removing points)
2. email is the customer's address
3. listId is the numeric ID of the list you selected in the previous step

Save and run the automation. To remove points when unsubscribed, repeat the steps and use unsubscribed and unsubscribed. The automation will look similar to the following image.

To subscribe to multiple lists, you need to create a separate webhook for each list following the steps above.

Finally, in Ellity, set the points to be credited when you subscribe to the subscription list and save.

Notification settings before expiration

After activation, you can set the integration to send a notification about the expiration of points in advance by the set number of days. If you want to send the settings, chooseNotify SmarEmailling in the first field and enter the number of days before the expiration when you want to send the notification in the second field. If you do not want to send notifications, set to Do not send. Then press the Save button.

Notifications are sent once a day at night if the customer has more than 0 credits expiring in the selected number of days. The ellity-credit-expires event is raised with the value of the expired points and the date the expiration will occur.

Export customers

Customer details are automatically sent to SmartEmailling when customer details are created or changed. To perform a one-time export of all customers, go toCustomer List and press the top right Export button. This will export all current customers in the system. Either a new record is created in Smartmailing or an existing record is updated. This should be done after the first activation of the integration

Setting outgoing e-mails from the system

If you are going to use SmartEmailling to send these e-mails, it is necessary to turn off system sending. You do this in the basic settings of the system.

What to do if the activation ends with an error?

• Check the email and API key are correct