WooCommerce plugin, that enables you to set up an e-store with WordPress, has been integrated with SALESmanago. With this integration, email addresses used during logging or registering into your store will be added to your SALESmanago account.From that point we will start tracking your contact.

SCOPE OF INTEGRATION:

– Logging in

– Registration

– Contact monitoring

– Add events (external events) CART and PURCHASE without log in.

HOW TO INSTALL WooCommerce PLUGIN 

In WordPress administration panel navigate to ‚Plugins’ and then select ‚Add new’. Find WooCommerce and click ‚Install Now’.

Open the ‚Plugins’ section in WordPress adminstration panel and then go to ‚Installed plugins’. Click ‚Activate’ next to ‚WooCommerce’.

HOW TO INSTALL SALESmanago PLUGIN

DOWNLOAD SALESMANAGO PLUGIN>>

Click again on ‚Plugins’ and ‚Add new’. Next, select ‚Upload’ and ‚Install now’.

Navigate to the ‚Plugins’ section in the administration panel and open ‚Installed plugins’. Click ‚Activate’ next to SALESmanago.

PLUGIN CONFIGURATION

In the main administration menu expand ‘WooCommerce’ and select ‘SALESmanago’.

Fill in all fields with the data that you will find in the panel of your SALESmanago account in Settings -> Integration.

Save the settings. From this moment on, each user, who will fill in the login or registration form, will be added to your SALESmanago account as a monitored contact with a relevant tag (Tags register user, Tags login user).

Check out the plugin. In case of problems notify support@salesmanago.com

Websites built on the CMS WordPress platform offer users a simple way to integrate Contact Form 7 with SALESmanago. Now every person, who has filled in the form, will be automatically added to the SALESmanago account as a monitored contact with a proper tag.

How do I integrate Contact Form 7 plug-in with SALESmanago?

1. If you are not using Contact Form 7 you will have to install it (Plug-ins -> Add new):

2. Next, load the SALESmanago – CF7 plug-in onto the server and install it.

DOWNLOAD CF7 >>

3. Go to settings and select ‚CF7-SM Integration’.

Fill in the fields using data for the SALESmanago account: Settings -> Integration:

[1] Client’s ID

[2] APIKey – it is an automatically generated string of random characters. You do not need to edit this.

[3] APIsecret

[4] Endpoint

[5] Opt-in – if you want the contact to be opted-in automatically, check this option.

Below type in the form

[6] Name

[7] Owner – login to the account to which the contacts will be added.

[8] Tags assigned to contacts to be imported to SALESmanago (you can enter several tags separated by commas, without spaces).

[9] Tags to be removed from contacts that previously exist in SALESmanago (you can enter several tags separated by commas, without spaces).

4. Integration will run only if you enter correct names in the form fields:

Contact name – sm-name
Email  – sm-email
Company – sm-company
Phone – sm-phone
Street – sm-address
Postcode – sm-postcode
City – sm-city
Country – sm-country
FAX – sm-fax
custom details – sm-properties
Check box – sm-optin

The email is mandatory (wymagane).

The email field may look like this:
[email* sm-email]

Through integration with Magento e-commerce platform you will be able to easily expand your SALESmanago database in ordert to include the monitored contacts who have completed the form available in your Internet shop.

The integration includes:

1. contact monitoring;
2. registration and login from integration;
3. signing up for the newsletter;
4. integration with external Events (CART, PURCHASE) without login.
5. reporting the full scope of data:

• name
• email
• phone number
• address
• company
• state
• contact’s birthday
• created on

INSTALLATION

1. From the menu in the administration panel select:

System -> Magento Connect -> Magento Connect Manager

Log in using the same details as for Magento administration panel.

2. In the ‚Direct package file upload’ tab – add plugin and click Upload.

DOWNLOAD PLUGIN >>

3. Return to the Admin panel

CONFIGURATION

1. From the menu in the administration panel select:

System -> Configuration

2. From the menu on the left side select the following tab:

SALESMANAGO -> General

3. Enter required data provided by SALESmanago:

Settings -> Integration: client ID, Apisecret, Endpoint.

Email – uses as the login to the SALESmanago account, where the contacts will be dropped.
Tags – every contact brought to the SALESmanago account will be automatically tagged.
You must enter an additional JS fragment: var _smextid = „uid”; .

4. Go to the application tab in your SALESmanago account:

Settings -> Other -> Application

type in: Opt-in callbackURL, which will look like this:

http://......................../newsletter/subscriber/sm_newsletter_subscribe?email=$email$&key=sha1($email$apisecret)

where you need to replace the dots with the name of yhe shop’s domain while in place of apisecret you should type  Client APISecret (Settings ->Integration in SALESmanago), e.g.:

http://salesmanago.pl/newsletter/subscriber/sm_newsletter_subscribe?email=$email$&key=sha1($email$qnb9xr4zu4gs3tkjtsv1j23c5ty0fc44)

and type in: Opt-out callback URL, which will look like this:

http://......................../newsletter/subscriber/sm_newsletter_unsubscribe?email=$email$&key=sha1($email$apisecret)

where you need to replace the dots with the name of the shop’s domain while in place of apisecret you should type Client APISecret (Settings ->Integration in SALESmanago), e.g.:

http://salesmanago.pl/newsletter/subscriber/sm_newsletter_unsubscribe?email=$email$&key=sha1($email$qnb9xr4zu4gs3tkjtsv1j23c5ty0fc44)

SALESmanago is integrated with a tool dedicated for the users to create landing pages. Each contact who has subscribed via forms previously created on this platform will be dropped to your SALESmanago account together with the data of entering in the form fields.

How to integrate forms on a landing page

1. Go to landingi.com and click ‘Edit’ on the form you have created.

2. You will need Endpoint [1], Client ID [2] and API Secret [3] that you can find on your SALESmanago account (Settings->Integration)

3. Open the form editor on landingi.com; select Integrations -> SALESmanago from the menu and complete the following fields: Your Client’s ID [1]; API Secret [2]; URL: Endpoint [3]; Contact’s owner email [4] – login for the account to which you wish to add contacts. Enter any existing tags [5] from the SALESmanago account or specify new tags [5] to be included in an email message that will be sent to the system. Remember to assign the form fields to proper values in the integration [6].

Once those settings have been saved, your form on landingi.com will be integrated with your SALESmanago account. Every consecutive form will require similar settings.

As SALESmanago is integrated with Shoper e-commerce platform, every person who has filled in the form on your website will be automatically added to the SALESmanago database as a monitored contact.

The integration includes:

• registration form,
• login form,
• integration of external events like purchase and cart, also without registration, contact monitoring.

INSTALLATION
1. From the main menu in Shoper’s administration panel select:
 Configuration-> Integrations -> Partners

2. Find SALESmanago on the Partners list and select: Run SALESmanago

CONFIGURATION

Enter required data (Endpoint, client ID, API Key, API Secret, Contact Owner) and select ‚YES’ for activity. All data required for integration can be found in SALESmanago client account (Settings -> Integrations (Endpoint, Client ID, APISecret). The API Key can be any string of characters while the Contact Owner will be the login (email address) for the SALESmanago account.

Once you have saved the configuration the shop is integrated with SALESmanago.

With SALESmanago you can easily add your own discount coupons, or generate them directly in the system. Codes can be extracted everywhere a personalized content is allowed, i.e. landing pages, pop-ups, content of e-mail or sms.

While generating coupons directly in the system, you can choose their length and validity time, but you cannot change a generated character string.

It is recommended to import your own coupons, generated in the platform. Then, you are able to decide the discount that a given coupon covers. You can import a list of such coupons from „xls.” file.

[A] IMPORT YOUR DISCOUNT COUPONS

The first step required to import discount codes will be to create a correct file (file should be saved in „.xls” or „xlsx.” format). All data must be placed in the first sheet, and has to include textual content and named headings.

The Structure of such file is very simple. It should consist of two columns. In the first one, provide the name for a discount coupon (e.g. discount_code_first_purchase), in the second one give the value a coupon takes (every coupon can take the same value or a list of individual coupons can be created to avoid using them twice).

Important:

• Coupon name – name used for coupon identification in the system.
• Coupon value – a data that will be displayed to user, e.g. in the email message. SALESmanago system is unable to determine the amount of the discount of a given coupon.

The example of a file prepared for the import is presented below:

[B] COUPON IMPORT AND SETTINGS IN SALESmanago

To change coupon settings or add a new one, go to SETTINGS–>OTHER–>COUPONS.

[1] Alert limit coupons – set the alerts to be send to particular emails in order to inform contacts about the last available coupons.

• Send an alert if all vouchers are used – when all coupons are used in the system, an alert will be sent.
• Send an alert if the value of the vouchers would be less than: e.g. 50 – when 50 coupons left, an alert will be sent.

Note: the option – send an alert if the value of the vouchers would be less than – is helpful while, e.g. using an automation rule, one sends a message including a discount coupon. Such alert helps you to react in the right moment and import new vouchers before all of them are used. It prevents the situation when your clients receive emails with no coupons.

[2] Email account – select the account an alert should be sent to.

[3] Add emails which will receive alerts (separate by commas) – add other emails that will receive alerts.

[4] Import coupons – import new coupons into the system. To do it, click „select file” and choose the file to import. Then, you will be moved to a mapping screen.

[4a] Name – select the name of a field containing coupon names.

[4b] Coupon – select the name of a field containing coupon values.

To import the file into the system, click the Import button.

[5] Free coupons – in this section you can preview all imported coupons, with information concerning how many coupons are left.

[6] Deleting free coupons created between date – delete a group of coupons created (imported into the system) in a specific period of time.

[C] THE USAGE OF COUPONS

In order to add coupons to the elements able to be personalized, use attribute: $cst.coupon_name.coupon$, where instead of „coupon_name” you should provide the name of a group of coupons to be extracted into a personalized element.

Additional features:

[a] Action: Generate a coupon for a contact – directly assigns a coupon to a contact. It helps to see which code is assigned to a given contact. Such information can be found in a contact card. There are more materials.

[b] Contact management: Generate coupon – directly assigns a coupon to every contact that belongs to a particular group of contacts. It helps to see which code is assigned to a given group of contacts. Such information can be found in a contact card. There are more materials.

With automation rules, users can automatically perform most of marketing activities addressed to their target customers.
Automation rules will allow you to do the following:

• to educate your leads through regular mailings (lead nurturing),
• to send automated offers fine-tuned to the profile of your prospect and activate them once desired prospect behavior has been spotted,
• to move the prospect between stages of the sales process,
• to send alerts to your sales team to inform them about the contact becoming interested in your products or services,
• to send dynamic emails following the prospect’s visit to your website,
• to send emails and texts encouraging the prospect to finalize the purchase, whenever they have aborted the purchase process,
• to choose banners for RTB campaigns to be displayed for particular contacts.

Configuration:

• Add automation rule>>

Continue to learn more about the individual elements of the rules:

• Events
• Conditions
• Actions

The newsletter creator is an easy tool, you can use to create responsive templates for mailing your newsletter.

[A] Layout – enables you to choose the structure of the new template. More than one structure can be added in one template.

[B] Widgets – elements used to add required editable fields into the structure.

[C] Social Buttons – social media icons, which can be added to the template and supplied with relevant links.

[D] Edit – with this feature you can return to template edition.

[E] Preview – provides you with on-going access to the final template view. You can also see what the template will look like on various devices.

[F] Clear – enables you to remove all structures and widgets added to the template.

[G] Save Email – use this feature to save your template and start creating the message.

[H] Page body properties – can be used to set colors for your template.

[H] PAGE BODY PROPERTIES

[H1] Background Image URL – paste an URL for the graphical content to be featured as the template background.

[H2] Background Color – use this feature to set background color for your template.

CHOICE OF COLORS:

option 1. enter color html code

option 2. click the html color code area to choose color from the color editor and confirm your choice by selecting a small colored circle

[H3] Page width, where you set central message width with 600 pixels set as default. Generally, the best width for emails is between 600 and 680 px.

[H4] Page Color – color setting for the central part of the email message.

[H5] Border Size – frame width for the central part of the email message.

[H6] Border Color – set the frame color.

Page body properties can be modified at any time.

[A] STRUCTURE – In order to select your preferred structure – drag it onto the central part of the template. Apart from selecting one, you can freely modify any chosen structure:

[A1] Column – here you can set:

• [A1a] color – additional color for a given column
• [A1b] border size
• [A1c] border size

[A2] add additional column to a structure

[A3] remove an entire structure

[A4] remove a column from a structure

[A5] move an entire structure to another location within the template

[A6] add an entirely new single structure

[B] WIDGETS – In order to select your preferred widget, you will need to drag it onto the central part of the column you have set.

[B1] Heading – supply headings/content titles/photos. Content editing like for text ( see B2 below) plus the emphasis  function, enables you to select several text settings that will be compatible with basic button settings (see B7 below). This speeds up the process of editing your template.

[B2] Text

• [B2a] Align – feature used for setting text alignment (e.g. justified text)
• [B2b] Text editor
• [B2c] Custom fields – useful function for message personalisation. If email addresses in your database are supplied with the contacts’ first names, by selecting the ‚First Name’ option ($name.p1$) you can see the contact’s name (e.g. Kate) automatically imported to be displayed here.

 [B3] Image – use this feature to paste preferred graphical content.

• [B3a] add graphics imported from your file or selected from a featured gallery
• [B3b] embed graphics by adding the URL of the site with the graphics
• [B3c] set graphics style

[B4] Image + Text

[B5] Text+ Image

[B6] Divider – line that can separate e.g. two text fragments

• [B6a] color – change divider colour
• [B6b] stroke – change divider style
• [B6c] border size – set divider width

[B7] Button

• [B7a] Label – use this feature to edit button text.
• [B7b] Target URL – here you can paste the URL to which the user will be redirected to after clicking the button.
• [B7c] Style – allows you to set button colors, e.g. according to standard settings compatible with heading edition (see B1).
• [B7d] Style -> Custom – select this option to set the color scheme according to your preferences – the dialogue for button will appear.
• [B7e] Size – set button size.
• [B7f] Top Margin – set the margin above the button.
• [B7g] Border Radius – for rounded button borders you will need to set border radius. Enter ‚0’ for straight edges.

[B8] Opt-out message – every email must contain an opt-out link for opting out of receiving future messages. Clicking the opt-out link will result in changing the contact status from opt-in to opt-out.
REMEMBER! – to see the final view of your template you can use the PREVIEW option [E]. The edit view differs from the final view of the template. You cannot download the html code of the created template.

Template view during edition                                                    Template preview

Shops created on IAI Shop platform can be used as a simple way to generate XML files.
To download an XML file you should:
1. Log into your shop’s administration panel
2. Select  MARKETING -> offer sharing

3. Next,  you will need to activate offer generation, enter client login (make sure the client has no granted discounts; we recommend creating a test account for generating an xml file), select full xml and light xml files. Click -> Next.

4. Copy the links you have generated and send them to SALESmanago.

The who use Social Wifi service, can easily integrate it with SALESmanago. The integration covers:

• unification of data from both systems, which allows you to store your contacts in one place,
• more precise targeting of communication with particular audience.

Integrating Social WiFi with SALESmanago means transferring contacts (e-mail address, forename and surname) from Social WiFi to SALESmanago. These contacts are tagged with SOCIAL WIFI and they are not monitored.

In order to conduct the integration, you should connect to Social WiFi to enter the parameters such as:

• Endpoint
• Client ID
• API Secret

The parameters can be found in SALESmanago: Settings -> Integration -> API Access.

Integration with PrestaShop stores platform

Online stores that use e-commerce software PrestaShop can now fully integrate with SALESmanago. This allows you to monitor behavior of contacts on the website who filled out any form. After installing the plugin to your browser, any contact that completes the form will have the cookie smclient applied and from that moment we begin monitoring.

What do you get with this integration?

1. Integration of forms:

• Register
• Login
• Signup for the newsletter
• Purchase (external purchases/cart)
• Changes user settings
• Synchronization approvals with newsletter signup

2.Monitoring contacts

3.Full range of user-specified data

How to integrate PrestaShop with SALESmanago:

After logging into your administration panel in PrestaShop:

1.  Place the footer.tpl code in the template, which is used on the page.

2.  Install the SALESmanago plugin.

You can download it HERE

In Presta:

Modules -> Add new module -> Select the file, SALESmanago plugin -> Upload Module

Plugin will be addedvto the category ‚Marketing and advertising’

After installation; fill in information, Client ID, API Secret, Email, Endpoint.  All of those can be found in SALESmanago; Settings-> Integration. Email the address to the main account in SALESmanago.

Then in SALESmanago, go to Settings -> Other, choose the tab, „Application” and fill in the „Opt-in / Opt-out” callback URLs which are generated after the installation of the plugin in PrestaShop.