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Sendlane Integration

Swym's Integration with Sendlane

Updated this week

Overview

As a marketing automation service, Sendlane provides unified email & SMS for eCommerce, affording better features, better support, and better customer experience. The Swym Wishlist Plus app on the other hand helps you capture shopper intent around products they are interested in, based on actions they take in the context of those products. This could include adding an item to their Wishlist, signing up for a back-in-stock alert on an out-of-stock product, saving an item they want to purchase for future consideration, etc. With the Swym<>Sendalane integration, you can now re-engage those shoppers with personalized alerts on the products that are of interest to them based on pre-defined triggers you can configure around these actions.

  • You can send shoppers a reminder alert via SMS or Email when they add an item to their Wishlist and haven’t purchased it yet.

  • You can notify them via SMS or Email that an item they were interested in is now back in stock and available for purchase.

  • You can let them know that an item in their wishlist is now on Sale. And many other similar scenarios based on updates that are relevant to them based on the products they’ve expressed interest in.

So here’s the deal:

  • Swym helps you capture shopper intent, and re-engage.

  • Sendlane helps you achieve unparalleled messaging outcomes using emails and SMS.

  • Taken together, the Swym<>Sendlane Integration helps you drive conversions, to deliver upto 20x ROI.

Prerequisites

Before starting, ensure the following conditions are met:

  • You have a Wishlist Plus Starter Plan or higher.

  • You have an active Sendlane Email & SMS Account.

  • The Sendlane - Swym integration is enabled.

Step 1: Enable Swym Event Triggers All automations start by enabling the corresponding event trigger within the Swym app configuration in Shopify.

  1. Navigate to your Shopify Admin dashboard.

  2. Go to Apps → Wishlist Plus.

  3. Click the Integrations tab and select the Sendlane tile.

  4. Click Manage.

  5. Enable the desired triggers by selecting their checkboxes. Common triggers include:

    • Low Stock Alert: Triggers when a wishlisted product's inventory drops below a set threshold (default is 10).

    • Back in Stock Alert: Triggers when a wishlisted item is restocked.

    • Add to Wishlist: Triggers when a shopper adds an item to their wishlist.

    • Price Drop: Triggers when a wishlisted product's price drops by a set percentage (default is 10%).

  6. Click Save.

Step 2: Create a Sendlane Automation Once a trigger is enabled in Swym, you must create a corresponding automation in Sendlane to handle the event.

  1. In your Sendlane account, navigate to Automations and click New Automation.

  2. Select Start from Scratch.

  3. Give the automation a descriptive name (e.g., "Swym Low Stock SMS" or "Swym Price Drop Email") and click Start.

  4. On the automation map, click Add Trigger.

  5. Select Custom and then choose Custom Event.

  6. In the configuration panel, select the specific Swym event you want to use as the trigger from the "event" dropdown menu (e.g., Swym Low Stock, Swym Restock, Swym Price Drop, Swym Added to Wishlist).

  7. Click Done.

Step 3: Configure the Action (Email or SMS) After setting the trigger, add an action to send a message.

  1. Click the plus sign (+) on the automation map below your trigger.

  2. In the left-hand panel, under Actions, select Send Message.

  3. Choose your desired channel: Send SMS or Email.

    • For SMS Actions: After selecting Send SMS, give your message a name for internal reference. Draft the body of the SMS. You can use merge tags to include dynamic product and customer information. Click Save and then activate the message.

    • For Email Actions: After selecting Email, click Create New Email. Configure the email settings: name, sender profile, subject line, and pre-header text. Click Next Content or Create Email to design the email. You can use a pre-built template or a custom HTML block. For dynamic content from Swym, it's best to use an HTML block. Insert your HTML and merge tags to populate the email with relevant event data. Save the design and activate the email.

Step 4: Using Merge Tags for Dynamic Content Merge tags are essential for personalizing messages with data sent from Swym. All dynamic content from Swym events is accessed through a trigger object. First, you must declare the data variable at the beginning of your message content (both for SMS and HTML emails): {% set data = trigger.getCustomEventData() %}

Once declared, you can use the following merge tags to populate your message:

  • Merge Tag: {{data.eventTime}}

    • Sample Value: 2024-01-31T21:12:19Z

    • Description: Timestamp of when the event was triggered.

  • Merge Tag: {{data.imageURL}}

    • Sample Value: https://.../product.jpg

    • Description: URL of the product image.

  • Merge Tag: {{data.listName}}

    • Sample Value: My Wishlist

    • Description: Name of the customer's wishlist.

  • Merge Tag: {{data.productBrand}}

    • Sample Value: Supply Dark

    • Description: Brand of the product.

  • Merge Tag: {{data.productCategory}}

    • Sample Value: Earrings

    • Description: Category of the product.

  • Merge Tag: {{data.productId}}

    • Sample Value: 8076431786290

    • Description: Unique product identifier in the merchant's store.

  • Merge Tag: {{data.productName}}

    • Sample Value: 18k Bloom Earrings

    • Description: Descriptive name of the product.

  • Merge Tag: {{data.productOriginalPrice}}

    • Sample Value: $695.95

    • Description: The original price of the product.

  • Merge Tag: {{data.productCurrentPrice}}

    • Sample Value: $495.95

    • Description: The current price of the product.

  • Merge Tag: {{data.productURL}}

    • Sample Value: https://.../?variant=123

    • Description: The product's URL on the storefront.

  • Merge Tag: {{data.productQuantity}}

    • Sample Value: 1

    • Description: Quantity of the product.

  • Merge Tag: {{data.SKU}}

    • Sample Value: sku

    • Description: Stock Keeping Unit of the product.

  • Merge Tag: {{data.variantId}}

    • Sample Value: 44339644399922

    • Description: Unique ID for the product variant.

  • Merge Tag: {{data.variantInfo}}

    • Sample Value: arch

    • Description: Variant description or name.

  • Merge Tag: {{data.user.medium}}

    • Sample Value: email

    • Description: The medium the shopper has opted for (sms/email).

  • Merge Tag: {{data.user.mediumvalue}}

    • Sample Value: [email protected]

    • Description: The phone number or email address of the user.

Example HTML Snippet for Price Drop Email

<p style="text-align: center; font-family: verdana, geneva, sans-serif;"> Hey {{ contact.first_name }} </p> {% set data = trigger.getCustomEventData() %} <p style="text-align: center; font-family: verdana, geneva, sans-serif;"> The price of <a href="{{ data.productURL }}">{{ data.productName }}</a> has dropped from {{ data.productOriginalPrice }} to {{ data.productCurrentPrice }}. </p> <p style="text-align: center;"> <img decoding="async" src="{{ data.imageURL }}" alt="Image of {{ data.productName }}" /> </p>

Example Text for Low Stock SMS

Hey {{contact.first_name}} {% set data = trigger.getCustomEventData() %} Hurry! The item you wanted, {{ data.productName }}, is running low on stock. Get it before it's gone! {{ data.productURL }}

Step 5: Testing and Activation Always test your automation before making it live for all customers.

  • Testing Methods

    • Test from Sendlane: Inside the SMS or Email editor in Sendlane, there is an option to send a test message to a specific phone number or email address.

    • Test from Swym: In the Sendlane integration settings in your Shopify Admin (Apps → Wishlist Plus → Integrations → Sendlane), scroll down to the ‘Test Events & Triggers’ section. Select the alert you want to test, enter a test phone number or email, and click Send Test Trigger. This simulates the live event and runs the entire automation.

  • Activation

    • Once you're satisfied with the test results, you must activate both the message and the automation.

    • Activate the Message: In the Email or SMS editor within Sendlane, change the status from Inactive to Active.

    • Activate the Automation: On the main automation map screen, toggle the status in the top right corner from Inactive to Active.

Important Considerations

  • No Conditional Splits: Sendlane currently does not support conditional splits based on custom event properties like data.user.medium. This means you cannot create one automation that sends an email OR an SMS based on the user's preference. You must create separate automations for email and SMS notifications for each Swym trigger.

  • Complex Events: The integration also supports more complex events that use arrays of products (e.g., Wishlist Reminder, Share a Wishlist).

  • Sendlane Templating: For advanced personalization, refer to Sendlane's templating documentation: https://help.sendlane.com/articles/6425110730-personalization-and-templating-syntax

  • Sample Payloads: Review sample event data and templates here: https://swym-docs.readme.io/reference/swym-custom-events-and-event-properties

FAQ:

  • 1. Can I create one automation to send either an SMS or an email? No. You cannot use a single automation to dynamically choose between sending an SMS or an email based on a user's preference. You must create two separate automations: one for the SMS message and another for the email message, even if they are for the same trigger (e.g., "Low Stock Alert").

  • 2. How do I add a product's name or image to a message? You must use merge tags to insert dynamic information from Swym into your messages. The process starts by adding a special declaration to your message content: {% set data = trigger.getCustomEventData() %}. After that, you can use specific tags like {{ data.productName }} for the product's name or {{ data.imageURL }} for its picture.

  • 3. How can I test my automation before it goes live? There are two primary methods for testing:

    • Test from the Platform: Send a test message directly from the SMS or email editor within your marketing platform (e.g., Sendlane, Attentive).

    • Test from Swym: A more comprehensive test is to go to the Swym integration settings in your Shopify Admin. From there, you can send a test trigger for a specific alert to an email or phone number you provide. This simulates the entire workflow from start to finish.

  • 4. What is the absolute first step for setting up a new alert? Before you create any automation or journey in your marketing platform, you must first enable the event trigger within the Swym app settings in your Shopify dashboard. To do this, navigate to Apps → Wishlist Plus → Integrations, select your marketing platform, and check the box for the specific alert you want to activate, such as "Price Drop Alert" or "Back in Stock Alert."

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