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Connecting Squeezely & Copernica
This guide helps you setup & use your data on the Copernica email platform. The following steps are covered in this guide:
First we will ask you to select a database where Squeezely will add the following information:
Squeezely will import all your contacts from your connected Copernica database to Squeezely once after the connection has been made.
If a consent mapping is setup in the Copernica connector, consent will be synced to the selected field mapping in the following ways:
To make sure Squeezely knows into which profile we should sync the information, you will have to select in which database fields email addresses are being stored. If a profile in Squeezely does not yet exist in Copernica, we will add it to your database.
Go to https://www.squeezely.tech/company/settings and find the 'Channels' tab. Select the Copernica button and press 'Connect Copernica'.
This will redirect you to your Copernica account, so make sure you are logged in. Below screen will show, on which you press allow access for the Copernica account you want to link:
After linking your account, you will return to Squeezely and find below screen.
By adding a webhook in Copernica, you can synchronize the below information in real time:
New email addresses in the Copernica database
Changes to consent of email addresses in the Copernica database
Set the webhook up as following:
Navigate in Squeezely to Copernica
Copy the webhook url
Login in Copernica Marketing Suite and navigate to the database you want to link with Squeezely
Click on 'configuration' and then 'webhooks'
Click on 'make webhook' / 'webhook aanmaken'
Enter the following settings:
Events / Gebeurtenissen: ‘Profiel Aangepast’ / 'Profile modified'
Callback URL: Paste your Squeezely webhook here
Click save
To receive updates when new profiles are added in Copernica a second webhook needs to be installed. Under 'Gebeurtenissen' select 'Profiel aangemaakt' and follow steps like above..
Before the webhook is activated, it needs to be validated:
Navigate to your account settings in Copernica and click on webhooks.
Ensure your webhook is linked to the correct database. If your webhook looks like the below example but with your personal database name, it means it's set up correctly.
When you don't limit the webhook to one database, Squeezely will receive updates from other databases too. This is not as intended and should be avoided.
Click on the webhook
Then click on ‘Test webhook’
Click on ‘Download the verification file’
Navigate to the Squeezely Help Center
Submit a support request titled ‘Webhook verificatie’ containing the verification file
The Squeezely Team will notify you when the webhook is activated.
✅ The profiles are now synced in real time to Squeezely
To sync profiles from Squeezely into Copernica, you will first need to export a Squeezely Audience to Copernica. This will give the following result:
NOTE: Copernica only updates these mini selections once per day, or when you use them for sending an email. After exporting from Squeezely, they will appear empty in your account.
The collection Squeezely_triggers can be used to create follow up actions within Copernica.
A subprofile is added to the collection squeezely_triggers when:
The subprofile will contain the following information:
The collection Squeezely_product can be used to lookup products associated with a trigger from Squeezely Journey Builder. For each product sent along with your triggers a subprofile is added to the collection squeezely_triggers.
The subprofile will contain the following information:
You are able to trigger 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. From the blue 'Email' block, you will be able to select a template in your Copernica account that will be triggered for sending at this point.
Find out more about building journeys here.
In Journey Builder, you are able to select one of your Copernica templates in Publisher or Marketing Suite. The selected will be sent directly to users from Journey builder when they meet your criteria.
Alternatively you can create a followup action in Copernica for subprofiles created in the squeezely_triggers collection.
You can use information from your Squeezely Product Sets to create dynamic product blocks in your Copernica template. Select the product set you want to use in your template from the product set overview in Squeezely. Click on the three dots like shown below and select the RSS Feed option.
This will give you the RSS feed link you can use to personalize your template, which will look something like:
In Copernica Publisher. Navigate to 'Stijl' and create a new XSLT.
Change the XSLT settings to match below and press save.
Within the XSLT paste below code snippet for a snippet that shows three products and press save.
<xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"> <xsl:template match="items"> <xsl:call-template name="item" /> </xsl:template> <xsl:template name="item"> <xsl:for-each select="item"> <table align="left" class="mcnTable" border="0" cellpadding="0" cellspacing="0" width="198" style="margin-top: 10px;"> <tr> <td> <table border="0" cellpadding="0" cellspacing="0" width="100%" style=""> <tbody> <tr> <td valign="top"> <table align="left" border="0" cellpadding="0" cellspacing="0"> <tbody> <tr> <td style="text-align: left"> <a href="{url}" target="_blank"> <img class="mcnImage" src="{image}" width="162" style="max-width: 200px; min-height: 162px; border: 0;height: auto;outline: none;vertical-align: bottom; margin: 0 0 10px 10px;" /></a> </td> </tr> <tr> <td style="color: #202020;font-family: Helvetica;font-size: 16px;line-height: 150%;text-align:left; vertical-align: top" width="164" height="32" valign="top"> <div style="overflow: hidden; font-size: 14px; margin: 0 0 5px 10px;"> <a title="Shop Now" href="{url}" target="_blank" style="font-weight: 500;letter-spacing: normal;line-height: 100%;text-align: left;text-decoration: none; color: #333; font-size: 13px;"> <xsl:choose> <xsl:when test="string-length(name) > '40'"> <xsl:value-of select="substring(name, 1, 40)" disable-output-escaping="yes" />... </xsl:when> <xsl:otherwise> <xsl:value-of select="name" disable-output-escaping="yes" /> </xsl:otherwise> </xsl:choose> </a> </div> </td> </tr> <tr> <td style="font-family: Helvetica;font-size: 16px;line-height: 150%;text-align: left; font-weight: bold;" width="164" > <a href="{url}" style="color: #555;text-decoration: none; margin: 0 0 0 10px;" target="_blank"><span style="text-decoration: none; font-size: 15px;"> <xsl:value-of select="currency_sign" disable-output-escaping="yes" /><xsl:value-of select="price" disable-output-escaping="yes" /> </span></a> </td> </tr> <tr> <td style="font-family: Helvetica;font-size: 16px;text-align: left;" width="164" height="53" valign="top"> <a href="{url}" style="color: #555;text-decoration: none; margin: 0 0 0 10px; font-size: 12px;" target="_blank"> <xsl:choose> <xsl:when test="string-length(description) > '55'"> <xsl:value-of select="substring(description, 1, 60)" disable-output-escaping="yes" />... </xsl:when> <xsl:otherwise> <xsl:value-of select="description" disable-output-escaping="yes" /> </xsl:otherwise> </xsl:choose> </a> </td> </tr> <tr> <td class="btncontainer" style="font-family: Helvetica;font-size: 16px;line-height: 150%;text-align: center;" width="164"> <table class="btncontainer" border="0" cellpadding="0" cellspacing="0" role="presentation" style="border-collapse:separate; line-height:100%; margin: 10px 0 0 10px" width="164"> <tbody> <tr> <td align="center" bgcolor="#2e74f5" role="presentation" valign="middle" style="border:none; border-radius:3px; padding: 10px; background:#2e74f5"> <a href="{url}" target="_blank" rel="noopener noreferrer" data-auth="NotApplicable" style="background:#2e74f5; color:#ffffff; font-family:Arial,sans-serif; font-size:15px; font-weight:normal; line-height:120%; margin:0; text-decoration:none; text-transform:none; "> Shop now </a> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> </table> </xsl:for-each> </xsl:template> </xsl:stylesheet> |
Go to templates and create a new template with below settings.
Use below code to insert the product set you want to use into your template.
{capture assign=feedurl}https://www.squeezely.tech/products?account={accountid}&productset={productsetid}&email={emailaddress}&limit={productlimit}{/capture} {loadfeed feed={$feedurl} xslt="{XSLTName}" personalizable="true"} |
Replace the following place holders with:
Your end result should look something like this:
Save your template.
When you go on to create documents based on this template, they will contain your products in the email body and look something like the image below:
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