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preezie integrates directly with the Emarsys APIs to automatically pass all of your preezie lead form information to your Emarsys account. This allows you to store and send preezie shoppers their product recommendations via email and add them to any marketing flows you have.

There are two three types of data available to send to do thisEmarsys,

1. (default) Pass Contact data only when submitting a journey lead form

2. Pass Contact and Product recommendations data when submitting a journey lead form, this requires an external event set up in your Emarsys account

3. (requires add-on) You can also use a hosted Emarsys relational database table to pass the questions & answer data in realtime

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First, add your journey lead forms

The first step is to ensure you are capturing lead information at the end of your preezie journeys. If you haven’t already done this, see the Email Capture guide for more information. These are managed in your Journey Settings under the Signup Lead Form tab:

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Contact and Recommendations data

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• Management > External Events > Create External Event

• Give it a name of preezie recommendations

This gives you an ID that we’ll use in the next step.

https://help.emarsys.com/hc/en-us/articles/360010574114-Events-External-events

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Connect your Emarsys account to preezie

You can now First, connect your Emarsys account to preezie.

• First create Create a new API user in your Emarsys account with the correct permissions as below

  • Go to Admin > Security Settings > Create API user

  • Make sure you give it edit access to contact.create and externalevent.trigger as per: https://help.emarsys.com/hc/en-us/articles/4472770789649-Suite-API-endpoint-permissions

    • Details here: https://help.emarsys.com/hc/en-us/articles/115004740329-Your-account-Security-Settings#api-users

  • Now copy the User nameand Secret values and paste into your preezie CMS by going to Admin > Settings > Tenant settings > Emarsys Integration

    • Api Key Name = User name

    • Api Key Value = Secret

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• Change Data type to All data

  Note, if

  If you only want to capture Contact data

  then select Contact only and

  , change Data type to Contact data, you can ignore the Optional endpoint URL step below

  • If you want to capture Contact AND product recommendations data, change Data type to All data

• In the Create Contact Endpoint Url paste this value:

  • https://api.emarsys.net/api/v2/contact/?create_if_not_exists=1

2. Create an External Event for you Product Recommendations

To store the production recommendations data you need to create an external event.

• Management > External Events > Create External Event

• Give it a name of preezie recommendations

This gives you an ID that we’ll use in the next step.

https://help.emarsys.com/hc/en-us/articles/360010574114-Events-External-events In the Optional endpoint URLfield paste this, but update the number 1234 to your External Event ID created above:

• https://api.emarsys.net/api/v2/event/1234/trigger

3. Add a List ID (optional)

If you want your leads to go into a specific List, add the List ID into the List ID (Optional) field

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Check Active then Save Emarsys API integration.

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4. Testing your set up

Once active you can test your integration by using the Preview in the Journey edit menu:

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