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Introduction
preezie integrates directly with the Emarsys API directly APIs to automatically send the user email information generated when completing a preezie journey lead form. Once switched on it will automatically send all lead information from all workflow journeys with the lead form turned on.
The customer fields to send to Emarsys are defined in the Workflow Edit, under the Lead tab:
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Each item checked will be passed to Emarsys to map into your account:
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Set up Emarsys for preezie
First find your API values in your Emarsys account
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 three types of data available to send to Emarsys,
(default) Pass Contact data only when submitting a journey lead form
Pass Contact and Product recommendations data when submitting a journey lead form, this requires an external event set up in your Emarsys account
(requires add-on) You can also use a hosted Emarsys relational database table to pass the questions & answer data in realtime
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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Fields that can be passed to Emarsys are First name, Last name, Phone, and Email address:
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Contact and Recommendations data
1. Connect your Emarsys account to preezie
First, connect your Emarsys account to preezie.
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://
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User nameand
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Secretvalues and paste into your preezie CMS by going to Admin > Settings > Tenant settings > Emarsys IntegrationApi Key Name =
UsernameUser nameApi Key Value
PasswordDigest
Note, if you want to pass all emails directly into a List enter its ID here.
Leave all other values as is, check Active then Save.
=
Secret
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If you only want to capture Contact data, 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:
2. Create an External Event for your Product Recommendations
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This step is optional, if you purely want to store Contacts only jump to step 2 below and ignore the use of the Optional endpoint URL field |
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:
Make sure Data type is set to All data.
Check Active then Save Emarsys API integration.
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.
4. Testing your set up
Once active you can test your integration by using the Test Guide Widget or Test Guide on Demo Page Preview in the Workflow Journey edit menu:
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Complete your workflow journey and submit the email capture form at the end, you should now be able to see your email within your Emarsys account and attached to your list (if applicable):
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Note, if you use an email address already captured then Emarsys will not accept the email activity, just try different email addresses for each test.The product recommendations data will be available to use within your email templates, please speak to your Emarsys CSM for any help with that. The product fields available are:
"name": test@preezie.com , "productUniqueID": "<unique product id from preezie db>", "productLink": "<full product url from preezie db>", "productName": "<product name from preezie db>", "productImage": "<full url of image from preezie db>", "productPrice": "35.00", "scorePercentage": "<product match relevance score>", "rank": "1", "submit time": "2024-02-03 14:52:12", "session ID": "3295932085"
Passing question and answer data
To store the question and answer data in realtime against your Contacts, you can use an Emarsys Relational Database. Please contact your Emarsys CSM to discuss this set up:
https://help.emarsys.com/hc/en-us/articles/360002165413-Overview-Relational-Data-Overview
The fields passed in this API call are:
Field name | Format | Example |
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varchar (255) | test@preezie.com | |
page | int (11) | 1 (this is the question number that was answered) |
question | text | What is your budget? |
answer | text | Over $500 |
category | varchar (255) | TV finder (this is the journey name) |
submit_time | datetime | 2023-05-03 14:52:12 |
session_id | varchar (255) | c6c2ab7d-10c8-47c1-b3db (this is the user’s journey session ID) |
question_id | int (11) | 1 (also the question number that was answered) |
Once this has been set up you must add your custom RDS API url to the Custom Database Endpoint Urlfield field in the preezie CMS:
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FAQs
I cannot see my test emails within Emarsys?
First double-check your integration values are correct within the Emarsys Integration tab in the preezie CMS. Then ensure you are testing with a new email address (Emarsys rejects can reject already captured emails) and one that is not has any spam traits (preezie checks for obviously fake emails), if you want to turn off this filter for testing go to Settings > Tenant settings > General and check Opt-out of email filtering. This will bypass any quality filters:
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Finally, the ‘Timeout…’ setting in Workflow edit means any repeat emails through preezie will not be sent to any email integration until this delay in hours has passed . You can set this to 0 to allow all duplicate emails to be sent immediately:
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Can I use the q&a data if I don’t have a hosted Emarsys table?
Yes, you can always access what the lead answered from the preezie CMS, via 2 reports:
Reports > Leads https://admin.preezie.com/app/reports/leads
Reports > Summary https://admin.preezie.com/app/reports/summary (this can be scheduled to email you automatically)