Dotdigital integration

Quick start guide

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

1. Obtain your API key from your dotdigital account

• Sign in to your dotdigital account

• Go to > Settings > Access > API users

  

• You can use an existing API user or create a new one just for this integration by clicking > New User

• Now copy the ‘email’ of the API user

2. Add to your preezie account

• Sign in to your preezie account

• Go to Settings > Tenant settings > Dotdigital integration: https://admin.preezie.com/app/admin/tenantSettings

• Now fill in these fields:

• Hit Save Dotdigital Integration and it’s 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

Inside your Dotdigital account this data can be found in:

Audience > Contacts

Each Contact record will have their personal data stored here. For example,

• Name, Email, Phone, Opt-in type, Subscribed date etc.

• If you are using extra fields like Date Of Birth in your preezie form then these will be stored in Data fields:

  

Audience > Contacts > Insight data

There are 3 insight collections stored

1. ConsentInsight

   • This contains what and when the user consented to the sign-up

2. preezie_qa

   • This contains all of the questions and answers the user completed

   • Key:

     • page = the question number

     • question = the question text

     • answers = all of the answers given

     • category = the name of the journey they completed

     • submittime = the date time they completed the journey

       

3. preezie_recommendations

Here you’ll find the top product results the shopper was recommended, note this is only page 1 of the results

• Key:

  • id: the unique identifier of the product as defined in your Product Attributes in the preezie CMS

  • name: the product name

  • img: the image url

  • url: the product url

  • price: the price shown

  • score: the match score

  • age etc. these are custom attributes with a check against Appears in Statistics in Product Attributes in the preezie CMS:
    

    

Create a segment with your data

Using the preezie data within your Insight collections you can now directly create segments and even email content using this dynamic data.

• In Dotdigital > Segments (https://r3-app.dotdigital.com/contactmanager/#/audience/segments/all)

  • New Segment > Blank template > Name your segment (e.g. Over $500 budget)

• Drag preezie_qa from the Data panel into Include contacts section on the right

• >click to select preezie_qa data > Select data field > answers

  • Note, this will allow you to use journey answer data, but you can choose any of the data fields here

• Enter the journey answer text you want to match on, e.g. Over $500 > Okay

  • This will now generate a segment of all Contacts who have answered Over $500

  • Note, this can be used across all journeys if you have the same answer across multiple journeys

• This will immediately show you how many Contacts match that segment so you can now start sending campaigns!
  

  

preezie Integration Video Explainer (6 minutes)