Integration with SALESmanago – Configuration

SALESmanago system enables integration with external E-commerce platform what enables automatic transfer of data between E-commerce platform and SALESmanago system.

List of E-commerce platforms that can be integrated with SALESmanago.

  •  Magento 1
  •  Magento 2
  •  PrestaShop
  •  Shoper
  •  Click Shop
  •  Shopify
  •  Shoplo
  • WordPress
  • OpenCart
  • SugarCRM

Content:

  1. Logging in/registration
  2. Integration
  3. User settings
  4. Export data
  5. Settings
  6. Account settings
  7. Additional settings

YOUR E-COMMERCE PLATFORM ACCOUNT

1. Logging in/registration

Log in to your account on E-commerce platform and next to SALESmanago module when you click Login in the left upper corner.

If you do not have an account in SALESmanago, you can create it when you click Create in right upper corner and next provide data as follows in the text fields: name and surname, email address, password and telephone number. Select language from the drop-down list and check checkboxes below.


2. Integration

When you log in, you will be automatically redirected to Integration, where in settings you can select language, colours and add logo of your shop. When your settings are ready, click Integrate. Logo will be used in all modules you activate. Settings can be changed at any time.

[1] Choose language – select language which will be used in SALESmanago platform. It will be used in all activated features
[2] Add a shop logo – click it and select a graphic element
[3] Choose shop colours – select theme settings which will be used in all activated features


3. User settings

In User settings select features. Click Edit in SALESmanago when you want to go to advanced settings. You will be automatically redirected to application where you can personalize modules settings.

In LIVE CHAT servive will be on a higher level thanks to recommendation of products. When you use progressive forms, you get better knowledge about your clients. More information about Live Chat

WEB PUSH notifications (short information displayed on user’s device) are new , fast and convenient way of communication. More information about web push notifications

Get new clients thanks to POP-UP. It is one of the most effective ways to generate sales leads on your website. Create and display pop-ups for all users of your website. More information about pop-ups

All these options can be activated when you click ON on the right side of each module. All features can be activated/deactivated at any time.


4. Export data

In Export data you can export contacts or historical data when you check one of the options.

Step 1: If contacts are not in SALESmanago yet, export them to the system. Check Export contacts to SALESmanago.

When you check this option, there will be two possibilities: export contacts with opt-in or opt-out status.

In advanced options, select the time range when contacts were obtained. You can also add tags when you want to see which are new ones. IMPORTANT: separate tags by comma, no space.

In case of any doubts, hover the cursor to the icon and get more information.

Step 2: When you make sure that you have contacts in SALESmanago system, export transactional data (confirmed and paid orders). Click Export.

IMPORTANT: Export transactional data once only. When you export transactional data more than once, information will be duplicated.


5. Settings

In Settings you can add tags to contacts in SALESmanago system.

IMPORTANT: Separate tags with comma, no space.


6. Account settings

Next, go to Account settings

[1] Callback settings for opt-in and opt-out – opt-in/opt-out callback option enables to send information about contacts from SALESmanago to external platform integrated by API.

  • Opt-in callback URL – sends information to external system that  contact has opt-in status. Information will be sent when a contact clicks the subscribe link or the status will be changed directly on the contact card.
  • Opt-out callback URL – sends information to external system that a contact has opt-out status. Information will be sent when a contact clicks unsubscribe link (e.g. in email) or the status will be changed directly on the contact card.

[2] Client ID – it is an external client identificator. Information is provided by SALESmanago and appears in the field automatically. Go to Settings => Integration => Access to API to find Client ID.

[3] Endpoint – Information is provided by SALESmanago and appears in the field automatically. Go to Settings => Integration => Access to API to find Client ID.

[4] Contact owner email – select email address that belongs to a person who will be the owner of contacts.

[5] Web push form code – when you create a consent form that is added to web push notification, there is aa code generated automatically. In this field, there will be a drop-down list with all web push notifications you created. Select one.

[6] Downloading a consent form – you can activate this option when you want the consent form to be downloaded from SALESmanago or you can deactivate it.

When registration, it is always checked whether a particular contact exists in SALESmanago database and the consent is downloaded. If the contact does not agree to receive newsletter but at the same time the contact has opt-in status in SALESmanago, the status in e-commerce platform is opt-in too. However, when the contact changes status manually in the settings for opt-out and this action takes place at least 15 minutes after registration on e-commerce platform, the same status the contact will have in SALESmango. This procedure prevents the situation that contacts who gave their consents once, get opt-out status.

Thanks to integration of SALESmanago system and e-commerce platforms it is possible to transfer data between two systems. Obviously, it significantly results of all actions.


ADDITINAL SETTINGS 

In the case of integration with: Shoplo, Shopify, e-sklep, and Shoper, there is a possibility of adjusting additional settings such as the time when cookie SMEVENT expires and also selecting ignored email domains.

[1] The period of time when the cookie SMEVENT stays updated – choose the time, during which the event “cart” will be updated.

[2] The time the cookie SMEVENT expires (h) – type the time, after which the given cookie SMEVENT will expire and the new one will be created (after adding by the contact a new product to the cart).

[3] The time range – allows you to mark the chosen range of time (hours), in which the event “cart” will be updated on the contact’s card in SALESmanago. 

[4] Type the names of the email domains, for which you don’t want the information about contacts to be sent to SALESmanago. 

[5] Ignored email domains – allows choosing the email domains for which the plugin will not be sending the information to SALESmanago (ex. xxx@allegro.pl   in this case, the information from the email domain: allegro will not be sending by the plugin to SALESmanago.

If you need more information about the topic mentioned above, please contact us: support@salesmanago.com +1 800 960 0640