How to setup Dotdigital

Written By Giftnote Admin

Last updated About 1 year ago

Use our integration with Dotdigital for total control and customization of the gifting journey.

Configure Dotdigital from the Giftnote Dashboard.

  • Open the Giftnote App inside your Shopify Admin
  • Navigate to settings > integrations
  • Find the Dotdigital integration and click configure
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  • You can configure the integration settings from this screen.
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  • You will need to create an API User inside DotDigital to complete the integration
  • Open up your Dotdigital dashboard
  • Go to the settings screen, and navigate to the "Access" setting.
  • From the access screen, navigate to API Users
  • From here, we can create a new API User by clicking "ADD NEW API USER"
  • Complete the form
    • Enter "Giftnote" for the description, or similar.
    • Enter a password for the API. This will be used by Giftnote to connect to Dotdigital.
      • Make sure to remember the password used
    • Select "Tiered" rate limiting
    • Set the status to "Enabled"
  • Hit Save to create the API User
  • Head back to Giftnote and enter your email, and password (key)
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  • Save your settings

Configure Campaign IDs and Testing

  • From the configuration settings, there are Campaign ID fields below each Giftnote Event on the right hand side.
  • You can configure a "Triggered Email" campaign ID for each event you want to use,
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  • Create or edit a new Triggered Email Campaign
  • Below is an basic template of a campaign
  • Depending on the event, the following personalization values can be used
    • @TO@
    • @FROM@
    • @MESSAGE@
    • @DELIVERYMETHOD@
    • @SCHEDULEDTIME@
    • @GIFTCARDCODE@
    • @GIFTCARDVALUE@
    • @GIFTCARDEXPIRY@
    • @GIFTCARDSKU@
    • @GIFTCARDBALANCE@
    • @ORDERSKUS@
    • @ACTIVITYID@
    • @RETURNURL@
  • When creating/editing a campaign, the ID can be found from the URL
    • Where "YOUR_COMPAIGN_ID" would be the actual ID of your campaign
  • Copy the ID from the URL and enter it under the matching event.
  • Click save
  • To test the integration, head back to the Access settings and navigate to "API Logs"
  • Turn on API Logging, and wait about 5 minutes.
  • Click "Send Test Events" in Giftnote to send mock events to Dotdigital
  • From the API Logs, you can see details of events sent from Giftnote.
  • When you're ready, head back to Giftnote admin
  • Enabled Dotdigital and hit Save
  • Events will now be sent to Dotdigital!