How to set up the automation in Emarsys?
Create the segment for your campaign.
Set up an audience-focused program:
Start with a Target Segment and add the pre-defined segment to the entry point:
3. Connect the entry point to your schedule and choose date and time of your campaign:
4. Connect your automation to a webhook and choose the correct webhook preset.
How to create the correct webhook preset?
Navigate to webhook presets and set up a new preset
This is the API Endpoint URL:
https://<REPLACE WITH YOUR UNIVERRSE NAME>.hello-charles.com[/api/v0/webhooks/incoming/emarsys/custom_external_event](<https://hello-charles-adam.eu.ngrok.io/api/v0/webhooks/incoming/emarsys/custom_external_event>)Choose JWT Authentification: You will find the secret in your charles universe
>> Settings >> Inegrations >> Marketplace >> Emarsys >> Reconfigure >> Step 5 >> WebHook SecretTick the box to send triggered event data.
Contact Data:
External_reference_id, phone and e-mail is mandatory to match the contact in charles. For phone, select the property that you use for storing the mobile phone number on Emarsys. Please note that phone numbers must be in format +{Country Code}… or {Country Code}…, for a German number this would be +4915… or 4911111
Given a webhook is sent for a contact that does not exist yet, then charles will create a new contact based on the phone and/or the email from the webhook and attach the event to it.
If you want to add a voucher pool to send custom codes, you can add them here as well.
6. In the additional data section, please add the event name (this info is relevant for the journey that is supposed to be triggered from charles side):
7. Operational Data does not need to be edited.
How to set up the flow in charles Journeys?
Setup a new Flow with an Emarsys Trigger:
Event Type: Custom Event
Event Name: “Summer Sale” (needs to match the webhook preset)
Copy the JSON Payload from the testing environment in Emarsys and paste it to the journey trigger. Example:
3. Connect the trigger to a condition-node with the rule “Last activity was an Opt-in” to ensure only contacts with an opt-in will receive their Birthday Voucher on WhatsApp.
4. Connect the condition to an update-node to design your Birthday Campaign
Optional: The else condition (If none of the above conditions are met) can be connected to a tag, so you can track on those contacts. Why is this a good idea? If a webhook is received for a contact that doesn't yet exist, charles will create a new contact using the phone number and/or email provided in the webhook and associate the event with this new contact. This process will ultimately result in a higher synchronization rate.
5. Submit the Birthday Template and when accepted, publish the flow.
6. Test the flow by triggering the automation from Emarsys.