Emarsys Integration

Introduction

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 types of data available to do this,

1. (default) Pass Contact and Product recommendations data when submitting a journey lead form

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

Add 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:

Fields that can be passed to Emarsys are First name, Last name, Phone, and Email address:

Contact and Recommendations data

1. Create an External Event

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

2. Connect your Emarsys account to preezie

You can now connect your Emarsys account to preezie.

• First 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

• Change Data type to All data

• In the Create Contact Endpoint Url paste this:

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

• In the Optional endpoint URL field paste this, but update the number 1234 to your External Event ID created above:

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

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

Check Active then Save Emarsys API integration.

Testing your set up

Once active you can test your integration by using the Test Guide Widget or Test Guide on Demo Page in the Workflow edit menu:

Complete your workflow and 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):

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.

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 already captured emails) that is not 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:

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: