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How it works

When activated, all of your users completing a preezie lead form at the ened end of a preezie journey will be passed directly into your dotdigital account as contacts. In addition, all of their answers to the quiz questions and their product recommendations will also be passed as Insight Collections.

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Quick start guide

There are 2 3 easy steps to activate the direct integration from preezie journeys into your dotdigital account.

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Form field

Explanation

User Name

paste in your API user email from Dotdigitaldotdigital

Password

use your dotdigital API password (Now hit Test Connection)

Api Endpoint

(read only) https://r3-api.dotdigital.com/contacts/v3/import (Note, this field will automatically populate after you hit Test Connection)

Opt-in type

select how you want your contacts to be handled for email subscriptions in Dotdigitaldotdigital

Unknown = emails go straight into ‘subscribed’ status, see https://support.dotdigital.com/hc/en-gb/articles/212212098-Contact-opt-in-types

List ID (Optional)

if you want emails to go straight into your email List enter the List ID found from your Dotdigital dotdigital account,

e.g. 123456789 if your list ID url is:
https://r3-app.dotdigital.com/contactmanager/#/audience/lists/123456789

Active

turns on/off the integration

  • Hit Save Dotdigital Integration and it’s now live!Click Save Dotdigital Integration

3. Add 3 custom preezie fields to your dotdigital account

  • Now go back to your dotdigital account go to Settings > Contacts > Contact data fields > Custom data fields

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  • Click New Data Field to Create these 3 fields:

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2

3

Name

PREEZIE_LEAD_ID

PREEZIE_SOURCE

PREEZIE_SOURCE_TYPE

Data type

Text

Text

Text

Default value

[empty]

[empty]

[empty]

Access

Private

Private

Private

Folder

Data fields

Data fields

Data fields

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Congrats, you are now live!!

Where to find your data

Once your integration is live, every email being submitted through preezie will send to Dotdigital the fields in you lead form

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Info

To keep data storage light and not incur any additional Dotdigital charges. We recommend removing automatically remove all preezie Insight collections data older than 3 months.Please contact Dotdigital to organise this.This process will be automated in 2024, watch this space!

Create a segment with your data

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preezie Integration Video Explainer (6 minutes)

Info

Note, instructional videos can be outdated quickly, always use the latest settings detailed above.

Aura embed
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Building emails using preezie data

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Here we’ll show how a user’s preezie results email can be dynamically created.

Add products to

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an email template

Either clone an existing product based email template (e.g. abandoned cart) or create a new one.

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<a href="{{recommendations.url}}">
<img src="{{recommendations.img}}" style="max-width: 80%;">
<p>{{recommendations.name}}</p>
<p>$ <p>{{recommendations.price | round: 2 | divided_by: 100 money: "AUD" }}</p>
</a>

The Liquid markup requires the pattern {{recommendations.<name of attribute>}} plus you can see some an additional filters have filter has been added to the price field:

Because the price field from the product feed is in cents, I divide by 100, round it down and add a $ to change it from 3900 to $39.

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.

By adding money filter and your currency acronym it will add the appropriate symbol in front of it, e.g. from 21.00 to $21.00

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All of the Dotdigital Liquid filters you can use are listed here: https://support.dotdigital.com/en/articles/8198944-filter-liquid-outputs

Info

Note it is space sensitive! https://support.dotdigital.com/en/articles/8198942-script-content-with-advanced-personalisation#h_1701a50ed7

Liquid markup variables

Here’s a quick guide to the standard variables from preezie_recommendations you can use:

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