Copernica (EN)

With the Copernica link you can synchronize data between Squeezely and the Email Service Provider (ESP) Copernica. Audiences, profiles, triggers and product sets from Squeezely can be sent to Copernica through this link.

Implementation

For the implementation of the Copernica link:

(blue star) Implementing Copernica

(plus) /wiki/spaces/SG/pages/1723727884

By completing the full implementation, email addresses and newsletter consents will be synchronized once between Copernica and Squeezely. Also, profile fields from Squeezely will be synchronized to Copernica. After the link has been made, the following data will be synchronized:

  • Email addresses: New email addresses will be synchronized real-time between Squeezely and Copernica

  • Consent: Changes to newsletter consents will be synchronized in real time between Squeezely and Copernica

  • Profile fields: Through Squeezely audiences & journeys, profile fields are sent from Squeezely and stored in Copernica

Audiences & Profiles

In the Audience Builder you can send audiences to Copernica by selecting Copernica as Channel:

For the profiles in the audience, Squeezely creates two subprofiles in Copernica:

  • Squeezely audiences: In the collection Squeezely_audiences, Squeezely adds a subprofile. On this subprofile, the profile fields and audiences of the profile will be updated in Copernica.

 How is the API call 'Squeezely audiences' processed in Copernica?

In Copernica, the API call will be processed under 'Squeezely audiences' in the subprofile:

  • In Copernica, go to 'Profiles'.

  • Open the Copernica database that Squeezely synchronizes data with

  • Click on a profile from the audience you want to check

  • Go to 'squeezely_audiences' under 'Subprofiles

  • Click on the profile

In this overview you will see the profile fields and audiences of the profile.

  • Squeezely triggers: In this collection, Copernica subprofiles (among other things) will keep track of the changes in the audiences of the profile in Copernica.

 How is the API call 'Squeezely triggers' processed for audience changes in Copernica?

In Copernica the API call will be processed under 'Squeezely triggers' in the subprofile:

  • In Copernica, go to 'Profiles'.

  • Open the Copernica database that Squeezely synchronizes data with

  • Click on a profile from the audience you want to check

  • Go to 'squeezely_triggers' under 'Subprofiles

In this overview you will see the following:

  • ID: the unique trigger id

  • Trigger: in case of audience modification this is indicated as 'audience'.

  • AudienceId: the id of the audience in Squeezely

  • AudienceName: the name of the audience in Squeezely

  • Status: the audience status of the profile

    • On: The profile is added to the audience

    • Off: The profile is deleted from the audience

  • Created: the time of the trigger

Triggers & Productsets

In the Journey Builder you can send triggers to Copernica using the E-mail trigger:

In the E-mail trigger there are two options:

1. Sending a trigger

In the 'Trigger' field you can attach a label to the trigger that will be used to send a subprofile to the 'Squeezely triggers' collection in Copernica. Based on this label, you can set follow-up steps in Copernica. When profiles reach the email trigger and meet the conditions, Squeezely will add the label to the profiles in Copernica.

 How can I check if the trigger has been sent to Copernica?

You can check the status of the trigger in Squeezely as follows:

  • Go to 360° Profilesin Squeezely

  • Find the profile that has reached the email trigger in the journey

  • Go to 'Automations' in the profile

  • In this overview you will see the following:

    • Created at: the time when the trigger was created

    • Contact id: the ID of the profile in question

    • Campagin/Journey ID: the ID of the specific journey

    • Buffer endtime: the time at which the trigger was sent to Copernica

    • Handled: whether the trigger has been handled in Squeezely

    • Sent: whether the trigger has been sent to Copernica

    • Channel: the channel that is triggered

 How is the API call 'Squeezely triggers' handled for triggers in Copernica?

In Copernica the API call will be processed under the 'Squeezely triggers' collection in a subprofile:

  • In Copernica, go to 'Profiles

  • Open the Copernica database that Squeezely synchronizes data with

  • Click on a profile with the concerning trigger that you want to check

  • Go to 'Squeezely_triggers' under 'Subprofiles

In this overview you will see the following:

  • ID: the unique trigger id

  • Trigger: the name of the trigger in Squeezely

  • AudienceId: the id of the journey segment in Squeezely

  • AudienceName: the name of the segment in Squeezely

  • Status: an empty line

  • Created: the time of the trigger

In the field 'Products' you can select a product set. The products from this set will be sent along with the trigger to Copernica and can be used in the next steps.

 How is the API call 'Squeezely products' processed per product in Copernica?

In Copernica, the API call will be processed in the 'Squeezely products' collection in the subprofile:

  • In Copernica, go to 'Profiles'.

  • Open the Copernica database that Squeezely synchronizes data with

  • Click on a profile from the audience

  • Go to 'Squeezely_products' under 'Subprofiles

In this overview you will see the following:

  • ID: the unique trigger id

  • Title: the title of the product in Squeezely

  • Description: the description of the product in Squeezely

  • Object_id: the id of the product in Squeezely

  • Image: the url of the image in Squeezely

  • Url: the url of the product in Squeezely

  • Trigger: the name of the trigger with which the products are sent

  • TriggerId: the id of the trigger with which the products are sent. Products with a matching id belong to the product set in Squeezely.

2. Triggering a template

With the field 'Mail / template' you can directly trigger a template in Copernica. When profiles reach the email trigger and meet the conditions, Copernica will send the selected template to them.

 How can I check if the trigger has been sent to Copernica?

You can check the status of the trigger in Squeezely as follows:

  • Go to 360° Profilesin Squeezely

  • Find the profile that has reached the email trigger in the journey

  • Go to 'Automations' in the profile

  • In this overview you will see the following:

    • Created at: the time when the trigger was created

    • Contact id: the ID of the profile in question

    • Campagin/Journey ID: the ID of the specific journey

    • Buffer endtime: the time at which the trigger was sent to Copernica

    • Handled: whether the trigger has been handled in Squeezely

    • Sent: whether the trigger has been sent to Copernica

    • Channel: the channel that is triggered

 How is the API call 'Squeezely triggers' handled for triggers in Copernica?

In Copernica the API call will be processed under 'Squeezely triggers' in the subprofile:

  • In Copernica, go to 'Profiles'.

  • Open the Copernica database that Squeezely synchronizes data with

  • Click on a profile from the audience

  • Go to 'squeezely_triggers' under 'Subprofiles

In this overview you will see the following:

  • ID: the unique trigger id

  • Trigger: the name of the trigger in Squeezely

  • AudienceId: the id of the journey segment in Squeezely

  • AudienceName: the name of the journey segment in Squeezely

  • Status: in case of a trigger this is indicated by an empty line

  • Created: the time of the trigger

You can add a product set based on an RSS feed to the template.

 How can I find the RSS feed of a product set?
  • Go to Product Sets in Squeezely

  • Click on the three dots behind the desired product set and then on RSS feed

  • Copy the link for the RSS feed

 How can I add the RSS feed to a template?

You can add a product set based on an RSS feed as follows:

  • Open Copernica Publisher

  • Navigate to 'Style' and click 'New XSLT'.

  • Change the XSLT settings to the following settings and click 'Save

  • Paste the code below into the XSLT (for showing three products in this case) and click '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>
  • Navigate to 'Mailings' and click on 'Template

  • Create a new template with the following settings:

    • Name: the name of the template

    • Description: a possible description of the template

    • Options: template with example code

    • Language: the desired language of the template

  • Go to HTML source code

  • Adjust the content of the code below with:

    • {accountid}: the Squeezely account id (go to Settings in Squeezely and see Account ID)

    • {productsetid}: the id of the product set you want to use (go to Product Sets in Squeezely and see ID)

    • {emailaddress}: the parameter of the email address in Copernica (in case of a personalized product set)

    • {productlimit}: the maximum number of products that will be shown

    • {XSLTName}: the name of the XSLT created

(lightbulb) View the RSS feed of the product set.

{capture assign=feedurl}https://www.squeezely.tech/products?account={accountid}&productset={productsetid}&email={emailaddress|escape:'url'}&limit={productlimit}{/capture}
{loadfeed feed={$feedurl} xslt="{XSLTName}" personalizable="true"}
  • Add the code to an element:

  • Click on 'Save'.

  • Go to a document based on this template and view the result: