If you use Iterable for email marketing, you can send loyalty program notifications through Iterable instead of sending those through Zinrelo. Further, you can also use customers’ loyalty data in your regular marketing communication. This article explains how to integrate Zinrelo with Iterable.
This section will give an overview of how the integration works.
Creation of user fields in Iterable
When Zinrelo is connected with Iterable, a new group of user fields are created under the object ‘ZinreloLoyaltyData’. These fields are updated by Zinrelo as and when these values change in the loyalty program. These fields can be used in other marketing emails as well.
The list of user fields created can be viewed in Iterable for each contact.
After Zinrelo and Iterable apps are connected, every new transaction in the loyalty program triggers a data push to Iterable. Since data is updated after a transaction, only data for members who have any transaction in the program after the integration is set up will be available in Iterable.
Note: Historic data should be manually uploaded to Iterable at the time of setting up the integration.
There are two categories of data that are synced - Loyalty Data Properties & Event Properties
1. Loyalty Data Properties
These are data properties associated with the contact. As mentioned earlier, these can be found in the ZinreloLoyaltyData object in Iterable. The data fields along with the corresponding name in Iterable can be seen in the 'Loyalty Data Properties' section in the Zinrelo admin console.
These fields can be used for other marketing emails as well.
2. Event Properties
Whenever a loyalty event triggers a data sync with Iterable, there are some attributes associated with that event. These values are useful when sending emails related to that event.
As an example, consider the 'Points Earned' event in the loyalty program. Whenever a member earns points, Zinrelo will trigger a data sync with Iterable. If you wish to send out an email to the member about the points earned, you would want to include the points earned for that specific event. This is not a contact property but an event property.
As with loyalty data properties, you can see the list of events and their properties in the 'Event Properties' section in the Zinrelo admin console.
Journeys (Formerly Workflow ) setup
Zinrelo’s standard email notifications can be configured in Iterable easily.
In the ‘Workflow Triggers’ section in the Zinrelo admin, enable the emails that should be sent out from Iterable. Zinrelo will notify Iterable each time one of these events is triggered in the loyalty program. To use this trigger and send the email from Iterable, the Journey needs to be set up in Iterable. For ease of setting up the journey in Iterable, Zinrelo provides ready to use HTML templates which can be copied into the Iterable email template.
The integration can be completed in 3 easy steps. Let’s look at these steps in detail.
Step 1: Connect Zinrelo to Iterable
Login to your Zinrelo admin account and navigate to the ‘Apps’ section in the “General” menu. Select Iterable and proceed to connect your Iterable account with Zinrelo.
Apps >> General >> Iterable
To proceed with the integration, you first need to generate an API key from Iterable. In your Iterable account, navigate to Integration >> API keys and click on the button to generate a new API key. This key is visible only the first time you generate it. If you lose it, you can always generate a new key in Iterable and use that instead.
Use the API key and complete the integration in the Zinrelo admin console. You will see a success message once done.
Step 2: Sync Loyalty Data (Optional)
After the integration is set up, every new transaction in the loyalty program triggers an update in Iterable. The data for new members who perform any transaction is stored in Iterable. But, if you have a long running loyalty program already and wish for all that data to be synced with Iterable, contact your customer success manager at Zinrelo for a csv file with data on existing members. This file can be imported in Iterable as a List.
Step 3: Set up Journeys (formerly Workflows) in Iterable
For every program email that you want to send through Iterable, you need to create a corresponding Journey.
Configure emails in Iterable
Before you can create the required journeys, you first need to create email templates that will be used in the journeys. Zinrelo provides a HTML template, which can be used for setting up the base templates in Iterable. Follow these steps to use Zinrelo’s basic templates to set up the emails in Iterable.
Step 1: Click on 'View default email content' from the email you want to configure from Zinrelo admin console.
Step 2: Once the email pop-up appears, click on 'Copy Email Content' button.
Step 3: Navigate to Content >> Templates in Iterable and create a new template. In the body of the email template, paste the copied content from Zinrelo.
Step 4: Save the template. You can then use this template in the Journey that you create.
Create Journeys in Iterable
Navigate to the ‘Workflow Triggers’ tab in the Zinrelo admin. Enable the emails that you want to send.
Note: This will only start triggering the events in Iterable. The Journey needs to be created in Iterable separately.
1. In your Iterable account, navigate to Messaging >> Journeys and create a new journey.
2. Once you click on 'Create Journey' button, you will see a page to edit your workflow.
3. To edit the workflow, double click on the 'Received an API Trigger' box. From the 'Select Trigger' drop down, select ‘Triggered Custom Event’.
4. Enter the 'Event Name' which you want to trigger. And click on 'Update Node' button.
Note: The name of the event should match the 'Iterable Event Name' provided in 'Workflow Triggers' in the Zinrelo Admin Console.
5. The last step is to add the email to the Journey. For this, you have to select the required action which is to be performed.
6. From the side bar, Select 'Send Email' from 'Send Action' section.
7. Now double click on 'Send Email' and add all the required fields.
8. Save the workflow.