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Welcome to the Squeezely Public Knowledgebase. Here is where you will find everything you need to know about using the Squeezely Platform.


Using Squeezely with

Clang

Canopy Deploy Email Platform

By connecting your Clang Canopy Deploy account to Squeezely, DMP data will become available for you to use in email campaigns. Find out how to setup and use a connection to Clang Canopy Deploy in this guide.

  1. Setting up the Connection
  2. Data Syncing between Squeezely and ClangCanopy Deploy
  3. Setting up field mappings in ClangCanopy Deploy
  4. Using a Squeezely Audience in ClangCanopy Deploy
  5. Triggering a Clang Canopy Deploy automation from Journey Builder

What will happen if I connect my

Clang account

Canopy Deploy account to Squeezely?

Squeezely syncs data with Clang with Canopy Deploy in the following cases:

  • When a segment is published from Squeezely, via the calls 'Segments' and 'Customers'
  • When a trigger is sent to Clang to Canopy Deploy from Squeezely Journey Builder, via the call 'Squeezely Trigger'
  • When a user needs to be removed from a segment, this is updated directly in 'squeezely_segments' on the Clang the Canopy Deploy profile.
  • Each time a segment is updated, Squeezely updates custom fields for these profiles via the 'Customers' call.
  • Each time Squeezely recieves an Opt In status for a profile, this is synced to Clang to Canopy Deploy via the 'Customers' call.
  • New Opt ins recieved by Clang by Canopy Deploy are automatically synced to Squeezely as they occur.

Setting up the connection
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Clangsetup
Clangsetup

To setup Squeezely platform with your Clang your Canopy Deploy account an API Token is required. You will be able to get this token from your Clang Canopy Deploy account after installing the Squeezely app in the Clang the Canopy Deploy Store.
Follow the steps below to get this token and make the connection.

Step 1: Login to Clang to Canopy Deploy and go to your 'Clang Canopy Deploy Store'. 
Step 2: In the Clang the Canopy Deploy store find the Squeezely app & install it.
Step 3: The app will show you an API token, copy this token to your clipboard.
Step 4: Login to Squeezely and go to Company Settings, find the Clang Canopy Deploy section and press 'Add Credentials.
Step 5: Input your API Token from your clipboard and setup your automation limit.
Step 6: Press save. Your Connection will now be setup between Squeezely & ClangCanopy Deploy.


Step 7: Navigate back to ClangCanopy Deploy. The Squeezely App should now indicate the connection has been completed successfully.

Data Syncing
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Clangsync
Clangsync

For data to appear in ClangCanopy Deploy. Make sure you have published an audience to Clang Canopy Deploy first. After publishing an audience you can access View Logs on the Squeezely App in ClangCanopy Deploy


Within the logs you will find the following calls:

‘Customers’

The 'Customers' call contains the customer email adress and custom fields from Squeezely. This call is triggered each time a customer is added to a Squeezely Audience. Use it to update custom_field information on the Clang Canopy Deploy Profile. 

‘Segments’

The 'Segments' call contains the customer email adress and segment information from Squeezely. This call is triggered each time a customer is added to a Squeezely Audience. Segments updates the Suqeezely Audience id's on the Clang Canopy Deploy Profile.

‘Squeezely Trigger’

The 'Squeezely Trigger' is sent from Squeezely Journey Builder. It contains the customer email adress and optionally product information sent along from a Squeezely Product set. This call is triggered each time a customer reaches an email node in Journey Builder and has valid consent.

Mapping of Squeezely Custom Profile Fields
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FieldMapping
FieldMapping

Using the Squeezely Integration your Squeezely Custom Fields will be synchronized to ClangCanopy Deploy. To use these fields in ClangCanopy Deploy, they need to be mapped to customer options in ClangCanopy Deploy.

Below you will find an explanation on how to map these fields in ClangCanopy Deploy

Step 1: Find your Squeezely App in your Clang Canopy Deploy Store and open it.


Step 2: In your Squeezely App, select 'Customize data mapping'.


Step 3: Double click on the end point 'customers' to open it.


Step 4: Add a layout under 'Connected Fields' by clicking the '+' icon. In the 'action' tab click on 'Include Customers'. Press save.


Step 5: In your data mappings, you will now find 'include-customers' as a layout. Double click to open it.


Step 6: Open the Root folder to find your Squeezely custom fields. These need to be mapped to Clang Canopy Deploy customer options.

  • Under custom fields, open field '0'. This is where you will find 'email_hash'.
  • Add a connected field to the line named 'value', by clicking on the '+' icon.
  • Select email_hash from customer_option.
  • Find the filters (marked with '3' in the example image below). Set the first parameter '0' to 'Wildcard'
  • Click on the third parameter (Behind custom_fields) and set it to 'Filter'.


Step 7: Setting up your mapping filter.

  • Set 'Filter field' to 'name'
  • Set 'value' to the name of your custom field, in this case email_hash.
  • Check the checkbox for 'select specific match'
  • Click 'OK'.

Step 8: Mapping other custom fields.

  • Select which field you want to map (See step 6).
  • Select the customer option that needs to be mapped to the field.
  • Setup your filters (See step 7)

Using a customer option value

Any Customer Option field can be loaded dynamically into Clang Canopy Deploy content. Use {{customer_option field='fieldname'}} to load the value of your customer option field into your Clang Canopy Deploy Template. This could f.e. be: {{customer_option field='E1'}}.

Onboarding CRM using Email Hash

By following the steps above, the field 'email_hash' has been mapped to a customer option field 'E1' in ClangCanopy Deploy. This is an important step in using your email campaigns to onboard CRM data in your DMP.
If you add the email hash to the parameter 'email' in campaign URLs, Squeezely will automatically recognize the email address of the visitor and onboard it's CRM details to the Cookie Id of this user.
Adding this to Clang Canopy Deploy in HTML would give you the following result: <a href="https://squeezely.tech?email={{customer_option field='E1'}}" alt="klik" target="_blank">link</a>


Using a Squeezely Audience in

Clang

Canopy Deploy
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Clangaudience
Clangaudience

Any audience you create in Data Management Platform can be exported to ClangCanopy Deploy. To do this select Clang Canopy Deploy as a channel and press save for any new or existing Squeezely Audience.
After saving your audience in Squeezely, you will find it has an ID, 3786 in the example below. 

Use this ID to select your Squeezely audience in ClangCanopy Deploy. Do this by accessing profiles in Clang Canopy Deploy and using squeezely_segments as a condition.



Configure this object using any operator you like and set the value to the Squeezely Audience ID.

Trigger a

Clang

Canopy Deploy Campaign from Squeezely Journey Builder
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ClangJourney
ClangJourney

You are able to trigger Clang Canopy Deploy campaigns directly from Squeezely Journey Builder.

In below example the 'play' icon determines who will enter your journey. In this case an email will be sent to everybody that enters your journey after 1 day. 

Find out more about building journeys here.

When using our Clang Canopy Deploy connection sending of the email triggers will be handled by ClangCanopy Deploy. You can select which automation should be triggered within the email object in a journey.
You will also be able to send along a product set with your trigger.

Before you will find any automations in Squeezely Journey Builder, first you have to create an automation in ClangCanopy Deploy. Find out how to do so below.

Creating a Trigger End Point in

Clang

Canopy Deploy

To automatically trigger Clang Canopy Deploy campaigns using a Trigger from Squeezely, we need to create an endpoint in Clang Canopy Deploy first.
To do this, go to your Squeezely App in the Clang Canopy Deploy Store and follow below steps:


  1. Select 'Customize data mapping'.

2. Select '+ Add new mapping'. 

You can now give your trigger a name and select the option 'End Point'. When done press ok.

3. Open your Endpoint in the list by double clicking it. Click on the '+' icon under 'connected fields'. 

4. Select an action in the menu on the right. Under 'layouts', select 'include-trigger'. 

5. Now add include products to the second line in the endpoint. (tip: sometimes you need to press ''refresh data' for the second line to appear). your end result should look like below:

6. Save your settings and your endpoint is successfully setup. Keep reading below to use your endpoint as a trigger in a Clang Canopy Deploy Campaign

Using the Trigger Endpoint in a Campaign

Start by creating a campaign within ClangCanopy Deploy.
When in the campaign editor, find the object 'Start on Squeezely' within Campaign Objects and add it to your campaign flow.


Open your start on Squeezely object by selecting 'edit'.
To recognize your object when using it in Squeezely, start by renaming you 'Start On Squeezely' object. In this example we use 'My Squeezely Campaign'
Next move on to selecting the Clang Canopy Deploy trigger you want to use for this campaign. Press 'Confirm'.


After setting up your trigger endpoint in a clang Canopy Deploy campaign, you will be able to select it within a journey. 




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