Emarsys Integration

1 Introduction
2 Set up Emarsys for preezie
3 Testing your set up
4 FAQs

Introduction

preezie integrates with the Emarsys API directly to automatically pass the Contact and Recommendation results data when completing a preezie journey lead form. In addition, you can connect a hosted Emarsys relational database table to store the questions & answer data at the same time.

The customer fields to send to Emarsys are defined in the Workflow Edit, under the Lead tab:

Each item checked will be passed to Emarsys to map into your account:

Set up Emarsys for preezie

First find your API values in your Emarsys account
- Details here: https://dev.emarsys.com/docs/emarsys-api/ZG9jOjI0ODk5NzAx-authentication
- Go to Admin > Security Settings (Click Create API User if you need to create one)
Now copy the Usernameand PasswordDigest values and paste into your preezie CMS by going to Admin > Settings > Tenant settings > Emarsys Integration

Api Key Name = Username
Api 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.

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: