Using Squeezely with Canopy Deploy Email Platform

By connecting your 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 Canopy Deploy in this guide.

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

What will happen if I connect my Canopy Deploy account to Squeezely?

Squeezely syncs data with Canopy Deploy in the following cases:

Setting up the connection

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

Step 1: Login to Canopy Deploy and go to your 'Canopy Deploy Store'. 
Step 2: In 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 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 & Canopy Deploy.

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

Data Syncing

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

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

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

Step 1: Find your Squeezely App in your 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 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 Canopy Deploy content. Use {{customer_option field='fieldname'}} to load the value of your customer option field into your Canopy Deploy Template. This could f.e. be: {{customer_option field='E1'}}.

Onboarding CRM using Email Hash

Use this ID to select your Squeezely audience in Canopy Deploy. Do this by accessing profiles in 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 Canopy Deploy Campaign from Squeezely Journey Builder

You are able to trigger 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 Canopy Deploy connection sending of the email triggers will be handled by Canopy 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 Canopy Deploy. Find out how to do so below.

Creating a Trigger End Point in Canopy Deploy

To automatically trigger Canopy Deploy campaigns using a Trigger from Squeezely, we need to create an endpoint in Canopy Deploy first.
To do this, go to your Squeezely App in the 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 Canopy Deploy Campaign

Using the Trigger Endpoint in a Campaign

Start by creating a campaign within Canopy 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 Canopy Deploy trigger you want to use for this campaign. Press 'Confirm'.

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