With Drip Integration, you'll now be able to create automation emails to target specific customer groups based on their recent Loyalty & Rewards events.
For example, you can send a 'Happy Birthday' email to the customer on their birthday, or an email for new points earned.
It's also possible to include the customer's balance rewards points, referral link, or customer birth date as a section in your email template, to be used in campaigns.
Note: The integration is available on the Business, Professional, and Enterprise plan
In This Guide
- Activating The Integration
- Sync Customer Properties
- Using a Custom Field to Automate an Action
- Creating a Segment based on Rewards Custom Field
- Including Customer Properties Into The Email Template
- Common Use-case and Example of Customer Properties
Activating The Integration
- You will require 2 values in your Drip account to proceed with setting up the integration within Stamped:
Account ID - This can be found under Settings - Account - General Info: https://www.drip.com/learn/docs/manual/settings/account
API Key - This can be found under User Settings - User info: https://www.drip.com/learn/docs/manual/user-settings/settings - Head over to the Apps page within Stamped's dashboard, look for the Drip integration option and paste the mentioned credentials:
https://go.stamped.io/v3/#/settings/apps/drip - Click on 'Save' to complete the setup.
Sync Customer Properties
Once the integration is set up, you can proceed to click on the button 'Sync Customer Properties' to push the review data from Stamped over to Drip. They will be populated under the custom fields of each customer profile within Drip.
NOTE: This has only to be done once during the initial setup of the integration! Moving forward the sync will be automated.
Using a Custom Field to Automate an Action
The Loyalty & Rewards activities need to be done in the store to push the custom field to the Drip customer's profile. Therefore, we suggest doing all available rewards activity with a test account to push all the custom field to Drip.
To see the available custom field, go to People section on Drip Dashboard and click on one of the customer profile who has done Loyalty & Rewards acvitity after the integration
Below is the available custom field for Stamped Loyalty and Rewards:
- stamped_rewards_points
- stamped_rewards_birthday
- stamped_rewards_created_date
- stamped_rewards_referral_link
You can use the "Updated Custom Field" event as a trigger to automate an action.This is useful for a Basic Automation Rule such as below:
Sending an email for the customer's newly earned point.
Creating a Segment based on Rewards Custom Field
- Go to the People section on Drip Dashboard.
- Click 'Choose A Filter' - Custom Field. Choose the rewards custom field attached to the customer's profile. See the example below to create Segment for Rewarded Customers:
Click 'Save Segment'
- You can now include your newly created Segment in your workflow.
Including Customer Properties Into The Email Template
These properties will be pushed to Drip's personalize property:
- {{ subscriber.stamped_rewards_created_date }}
- {{ subscriber.stamped_rewards_birthday }}
- {{ subscriber.stamped_rewards_created_date }}
- {{ subscriber.stamped_rewards_points }}
- {{ subscriber.stamped_rewards_referral_link }}
- Create an Email template in Drip.
- Click 'Personalize' as shown in the image below:
- Select the customer property that you would like to include in your email.
Example:
{{ subscriber.stamped_rewards_birthday }} would return the customer's birth date set within the Stamped account.
{{ subscriber.stamped_rewards_points }} would return earned points. - Click on the Save button.
Common Use-case and Example of Customer Properties
Reminder email to Loyalty & Rewards customers to shop and spend their points if they have not made a purchase in 6 months, with the customer's current points pulled into the email:
- Create a segment for Loyalty & Rewards customers who have not shopped in your store for the last 6 months.
- Create a flow with the segment created above.
- Create an Action to send a One-off email.
- Use the customer properties {{ subscriber.stamped_rewards_points }} in the email to dynamically update and display the point that your customer has.
- Here's what the workflow would look like: