The value of integration
Enhanced loyalty
Marketing automation and personalized messages enable webshops to engage visitors and customers with tailored content, creating a deeper connection and increased loyalty.
Improved customer experience
By sending timely and relevant messages based on real-time data, online stores can improve the overall experience by offering valuable information, promotions, and offers that match customer interests and needs.
Targeted communication
Advanced segmentation enables targeted communication, allowing webshops to reach specific target groups with personalized messages tailored to their demographics, preferences, and behavior.
Churn Prediction and Prevention
Marketing automation tools help identify members at risk of churn by analyzing their engagement and visitor behavior and enable proactive strategies to retain them through targeted campaigns and incentives.
Streamlined processes
By automating marketing processes and using personalized messages, webshops can streamline operations, save time and resources, and at the same time deliver relevant and impactful messages to their target audience.
Turn your webshop visitors into loyal customers. With the 2-way integration between Heyloyalty and Magento, you can create effective email marketing and marketing automation based on data from your webshop.
Before you begin
To make it easier for you, we recommend that you read the frequently asked questions and find the various documents, IDs, login information, etc. that you will need for the setup. See more below.
Frequently Asked Questions
Do I need a developer?
Probably yes. There are four steps to installing the app via Magento’s normal composer setup. Follow these. Scroll down and find them here: Start by following Magento’s installation wizard for installing an app.
How long does it take to finish setting up the integration?
10-30 minutes
Does the integration retrieve backward data?
Not automatically, but you can have the integration pull purchase data from the last 24 months.
Do I need access to other systems?
You need access to Heyloyalty – and your Heyloyalty account must be active.
You need access to the Magento backend.
Which data is being imported?
Read the Fields in the integration section at the bottom of this page for the full overview.
Can I segment data that comes through the integration?
Yes. All data that comes through the integration can be used to segment your future communication. You can also use this data to start and stop your flows.
What you need to set up the integration
Do I need a developer? No.
Can I set it up myself? Yes.
You should have Heyloyalty and the Magento backend open in separate tabs in your browser. In Heyloyalty, you will need the following
- Overview of the list you want to integrate with
- Tracking integration on the aforementioned list
- API key
- API secret
The integration runs via Magento’s API and Heyloyalty’s tracking database. Read more about Tracking.
Setting up the integration
With the above preparation, you are now ready to set up the integration between Magento and Heyloyalty.
Start by following Magento’s installation wizard for installing an app:
How to Install:
Please ensure you are using correct access keys
Paste the access keys in your auth.json file inside your project
Use the “composer require
<module_name>:<version>” command to add the extension to your project. If you just need the extension package code for a specific version (for example, for code review purposes), you can initialize an empty project and just add composer require statement for the extension to a blank composer.json
You can see the list of versions in the selector below the extension module name
For detailed instructions, see DevDocs
Overview of the list in Heyloyalty
Review your list by clicking Lists –> ⁝ –> Edit list
Check whether you’re happy with the selected default fields, or whether fields need to be added or removed. Then scroll further down and deal with the addition of fields and groups that may be on the list.
Tracking integration
Set up Tracking by clicking on Integrations –> List Integrations –> Tracking –> Setup Integration –> Create new Tracking
Fill in the fields. Make sure to link a product feed. Number of visits to category and Number of days since the visits are important to consider, as they affect when a category interest will trigger. A rule of thumb – which may be more or less good depending on your guests’ typical purchasing patterns and frequencies – is to set the Number of visits per category to three and the Number of days visits are over to seven.
Session time must be a number, and it must match what’s in your script. Typically, we recommend 45 minutes, so if you follow that recommendation, enter 45 in that field.
Install Heyloyalty as an app from the Magento Marketplace
Find the Heyloyalty app in the Magento Marketplace. Log in to Magento –> Find partners & extensions –> scroll down to the bottom and click Visit Magento Marketplaces –> search for Heyloyalty.
Click on the Heyloyalty app and add the app to the basket and complete the checkout.
After you have ‘purchased’ the app, click on Install.
Setting up the integration in Magento
Back to the backend in Magento, now click on Stores –> Settings –> Configuration –> Sales –> Heyloyalty
Here you change Enabled to Yes, which brings up more fields.
Fill in API Key and API Secret. You can then select your list, which you reviewed in List overview in Heyloyalty.
Now click on Save Config.
Then you can select your list in the List field
Now, you need to map the fields from the list with the corresponding values in Magento. Click Add More for each field you want to folder. It’s up to you how much data from Magento you want to bring into Heyloyalty.
Once you have mapped the desired fields, click on Save Config.
To import data that you have collected historically, see the section Importing Backward Data.
General information about integration
Worth knowing about the integration
Once the integration is set up, you can send the last 24 months of purchase data from your Magento store to Heyloyalty. Heyloyalty creates a contact when a contact is created in Magento.
- The contact is automatically updated in the tracking database. This means that you can segment, among other things, whether the contacts in Heyloyalty have purchased within the last seven days or not, have purchased for more than a given amount, or have purchased more than a certain number of times, to name just a few of your options.
Importing historical data
To import backward data, you need to go into the backend of your Magento shop.
Click Stores –> Configuration –> Sales –> Heyloyalty
There are now four fields to consider:
- Who to send Error Reports to
Should there be errors in the data transfer between Magento and Heyloyalty, it is this employee who will be notified via email.
- Activate Tracking Script
Should be left on Yes
- Tracking ID
Enter your five-digit tracking ID from Heyloyalty.
TIP: You can find this ID in Heyloyalty: Integrations –> List Integrations –> Tracking –> Edit Integration–> *Find your Tracking ID in the fourth column*
- Session Time
How long does it take for Magento and Heyloyalty to define the visitor’s session for being dead (and e.g. a lost cart flow starts). This number should be the same as in your Tracking list integration in Heyloyalty.
TIP: You can find this ID in Heyloyalty: Integrations –> List Integrations –> Tracking –> Edit Integration–> *Find your Session Time in the second column*
Once the above fields are filled in, click Save Config.
To start importing the backward data, just click Send to Heyloyalty next to Purchase History export to Heyloyalty.
Fields in the integration
If you want a complete overview of the fields in the integration, you can see it in the fields in the list you have connected the integration to.
Lists–> ⁝–> Edit list. Scroll down to the bottom and see all the custom fields that are listed and that you have mapped as part of the integration.
In addition, all data via the tracking script is also included, including purchase and behavior data.
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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