This guide will help you set up Email Capture within preezie, including setting up an automated Results Email and a way to receive Lead Data by email or API integration.
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Step 1: Set
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Up the Lead Form
In the “Workflows” tab of your preezie portal, click the Actions cog to the left of the journey you wish to edit.
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With all this filled out, the Email Capture form Lead Form will appear as a popup before the Results page, and will be embedded below the results page. The styling can be edited in “Test Guide Widget”.
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Step 2: Receive Leads Data
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You may skip this step if you are setting up an integration such as Klaviyo, Emarsys, Zapier, or a Custom Lead API Integration. See Integrations for these guides. |
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When a user fills out your lead form, you will receive an email with their details as with as preezie Guided Journey answers and their recommended products.
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Step 3. Set Up the Results Email
If you would like to send an automated email to each lead with their your customer’s preezie Guided Journey results/recommended products, you can do this within the preezie system using a HTML template.
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Custom Sendgrid Api Key: This allows the preezie system to send emails on your behalf.
Results email checkbox text: This allows you to have a separate checkbox for opting in to the results email, in addition to the marketing consent checkbox. This will show if you select “Show opt in checkbox for the email” instead of “Send to all leads”.
Results email Subject: This will be the subject line of the results email
Results email From address: This is the sender address of the results email. You must authorise sending from this address using SendGrid
Results email display Name: this is the sender name of the results email.
Results email Logo URL: This is your company logo. This will be populated into the results email HTML template.
Results email title: This is will show in the header of the email.
Results email text: This will show in the body of the email
Results email CTA description: This will show above the CTA button which links back to your website.
Results email CTA button text: This will show on the CTA button which links back to your website.
Results email CTA button URL: This is a link to a page on your website that you would like to direct customers to, such as a product collection page.
Set Up SendGrid API Key
In order to for preezie to automate a Results Email that looks like it is coming from your company, you will need to set up a SendGrid account and get a SendGrid API key. See our SendGrid API Key Integration Guide for more information.
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Once these are filled out, you will need to click “Save”.
Upload a Results Email Template
Before a results email can be sent, you will need to upload a HTML template. Download one of the HTML files below.
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This will save automatically, confirmed by a message in the lower right corner of the screen. You may now close the popup.
Template 1: Two Columns
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This template has two columns of results. Without editing, it will look like this:
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Template 2: One Column, Info on side
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This template has one column of results, with product information on the left of the image. Without editing, it will look like this:
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Template 3: One Column, Info Below
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