What integration can do

Export customers and their loyalty accounts to LeadHub. Data is exported to LeadHub tags based on an event that occurs in the loyalty system. You can then use these tags to segment your audience in LeadHub and set up campaigns for them.

Installation

In the settings, go to the Integration section. If you haven't added the LeadHub Integration feature yet, add it. Contact LeadHub support to request an API key to communicate with your LeadHub account. Enter this API key in the API key field. Once you have filled it out, press the Save button.

Names and content of the marks

Ellity sends several generic tags to LeadHub that you can use directly in your campaigns. From these generic tags, LeadHub has put together some basic tags that will make it easier for you to create campaigns.

Description of basic marks:

1. Ellity - account registration - information about whether the customer is registered or unregistered
2. Ellity - account balance - current number of loyalty points
3. Ellity - expiration change - the tag is automatically assigned to the customer based on the number of days for the expiration notice that you set up directly in your Ellity console account
4. Ellity - PIN change - generating a new PIN for an unregistered customer

Description of the markers from which the basic ones are derived:

1. ellity_account_changed

   currentAccount - current value of the customer's point account

   lastChangeBeforeDays - the number of days before which the account was changed

   lastChangeDate - date of last change

   lastChangeValue - value of the last change

   pin - PIN of an unregistered customer

   registered - logical value true/false whether the customer is registered

2. ellity_pin_changed (create or change PIN)

   newPin - new pin of an unregistered customer

3. ellity_expiry_changed (expiration in the specified time)

   expiryDate - next expiry date

   expiryValue - number of points that expire

4. ellity_test_connection (connection activation)this tag is only to test the connection when activated, but you will see it in LeadHub when setting up scenarios, you can ignore it.
5. ellity_credit_changed (account change with detailed information about the change). Contains action, change, detail and date fields. The action field contains one of the following values:

For more information on tags, see the LeadHub help.

LeadHub settings after successful connection

Learn how to set up campaigns and automate your mailings in the LeadHub Help.

Pre-expiry notification settings

Once activated, you can set the integration to send a notification when points expire in advance of the number of days you set. To send the settings, select Notify LeadHub in the first field and enter the number of days before expiration you want the notification to be sent in the second field. If you do not want to send notifications, set to Do not send. Then press the Save button.

Notifications are sent once a day at night if the customer runs out of more than 0 credits in the selected number of days. A marker number 3 (ellity_expiry_changed) is sent with the value of the expired points and the date when the expiration occurs.

In LeadHub, you can set up automation to send an email to the customer when that tag is captured, informing them when the points expire.

For more information on setting up a campaign before expiration, see the LeadHub Help.

Information about the last account change

This information is sent whenever an account is changed, using the number 1 tag (ellity_account_changed). The date of the last change, the number of days since the last change and the value of the change are sent. You can use this in your campaigns.

PIN change information

If an unregistered customer changes (or creates a PIN), the tag number 2 (ellity_pin_changed) will be sent with the value of the new PIN. In LeadHub, you can follow up this event by sending an email with the new PIN to educate the customer on its use in the loyalty system.

Do not forget to disable the sending of the PIN by system email (see below). Otherwise the customer will receive the email twice. Once from us and once from you.

One-off export of customers

After activation, it is advisable to send the account and basic loyalty system data to LeadHub. You can do this with a one-time export. To do a one-time export of all customers, go to the Customer List and press the export button on the top right. This will export all current customers in the system. In LeadHub, a new tag number 1 (ellity_account_changed) will be added to the record (a non-existent email will be created) with the account value and other data.

Setting up outgoing emails from the system (PIN)

If you will be using LeadHub to send these emails, you must turn off sending by the system. To do this, go to Settings - Basic Settings - Emails and select Over Available Integration.

What should I do if the activation ends in an error?

• Check the API key is correct