Transactional emails are emails that are sent based on a transaction (understood in the broadest sense of the word). A transaction in this context may be, but not limited to, a completed purchase, a creation of a member, updating of a member, change of order status, etc.
For the sake of clarity, we divide the transactional emails and their use cases into two categories. Regardless of which of the below you use, both functions can be used to send an e-mail and/or an SMS.
1. A SMTP service Use an SMTP to send transactional emails. It requires less technical insight to set up, but offers less design freedom. Use Heysender*. Many use a SMTP to send transactional emails in connection with purchases in the webshop (order confirmation, change of order status, etc.). It is quick to set up, but it is more difficult to change the design and/or texts afterwards. If you have a webshop, then this SMTP will often be built into your shop system, but with the option of possibly setting up your own with another provider – e.g. Heysender. The entire email is made as HTML code and you do not have a drag-and-drop function as you know it from Heyloyalty. All changes to the email must therefore also be made in the HTML code.
These messages can be sent to recipients who are not on your list in Heyloyalty.
*Tip: Heysender is an add-on in Heyloyalty that makes it simple to set up an SMTP. Heysender will also act as a log for you, allowing you to monitor the delivery of your transactional emails. This is a SIGNIFICANT difference compared to the normal SMTP services that various webshops setup for you. The difference lies in the fact that with Heysender, you can search the log and see exactly to which email address a given email has been sent and whether it has been delivered or not. This allows you to see if it is correct, when a customer contacts your customer service and says that they have never received an order confirmation. Read more about Heysender here
2. Using webhooks Set up webhooks to send from one system to another (e.g., from your CRM system to Heyloyalty). If you use this approach, you get greater design freedom, as the transactional email can be set up and designed in Heyloyalty, as you know it from campaigns and automations. You can then merge the content from the transaction into the email using the merge fields in the email editor in Heyloyalty. Please note that this differs from the normal merge fields in Heyloyalty, because you must manually write the merge field in the email on Step 2 – Design and setup in Heyloyalty. An example of such a merge field could be that you want to merge the recipient’s name, and the merge field would be something like {ExternalFields.name} or {ExternalFields.firstname}. The exact merge field depends on your construction of the JSON object, and it cannot be described precisely in this guide.
These messages can be sent to recipients who are not on your list in Heyloyalty. However, it depends on what you are sending as the unique key and what other requirements you set. A developer can read more about this in the API documentation above.
Set up and use integration with webhooks
To be able to send transactional emails in Heyloyalty, you need to set up custom triggers that use webhooks to trigger an email.
Click Integrations –> List Integrations –> Customized triggers –> Setup integration –> Create New Webhook.
Fill in the fields to fit the correct list. The session time and product feed fields are optional to fill in, as they are obviously not necessary for you.
To send an email through this webhook, you need to create an automation.
Click Automations –> Create New Automation –> Single Automation –> Create Automation.
Fill in the information and select Onsite behavior as Trigger type and then select Webhook with category next to Select action. The trigger category should be the value from “Category” in your JSON object.
To find the exact value, you need to know what the category is in your JSON object. If you have not made the webhook and integration yourself, find the person responsible internally at the workplace and get the necessary help. Heyloyalty cannot help with this.
Click Continue, choose your template, and design your email.
As described above, you can merge personalized content into the email. For example, it can be the recipient’s first name, date of the event, order status or something completely different. You must manually type in the merge field. Heyloyalty cannot give you the exact merge field, but it will always have the structure {ExternalFields.TheNameOfTheMergeField} where the TheNameOfTheMergeField is located in your JSON object
Hvis du mangler information eller hjælp, som du ikke finder her på guide sitet, er du altid velkommen til at kontakte vores support! support@heyloyalty.com / tlf. 87 300 399
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