Wishlist Plus Starter Plan or above
Sendlane SMS Account
Sendlane<>Swym integration enabled
Before proceeding, it is important to ensure that “an item added to a shopper’s Wishlist” event has been enabled within Swym Admin. To confirm this, after logging in to Swym Admin, navigate to Integrations>Sendlane>Configure. Go on to, locate the Wishlist Plus trigger labelled “An item is added to a shopper’s Wishlist” and proceed by clicking on Checkbox.
To confirm that this feature is working as expected, you can test the trigger from the ‘Send a Test Event’ section, which you can find by scrolling down after saving the trigger. Simply input the email address, choose the “Add to Wishlist alert” trigger, and then click on “Send Test trigger” and a test trigger of the event will be sent to Sendlane. Once a trigger has been activated within a Sendlane automation, it will result in an action (activities that take place once a trigger has been activated). One example of such an action is an SMS/ Email to a designated contact, as set by you, i.e. the merchant.
Correspondingly, when a shopper adds a product on the store-front to their wishlist, and assuming that they have already shared their email contact with the store, an added to wishlist email alert will be sent out through Sendlane to the Shopper, straightaway, based on this Swym event.
Next, the screen shown below will be presented. Click on “Add Trigger”
Select a trigger. Select “Custom”, and scroll down till you see & select “Custom Event”.
You may configure the custom event as required, using the choices presented by the drop-down for the “store”, the limit” and the event per se. For the purpose of this example we have selected “Swym Added to Wishlist”, as the trigger/ custom event. Notice the custom event tile in the map, which gets populated with values selected. Click on “Done”, when satisfied.
Next, the screen shown below is presented. Click on the “Plus” sign on the “map” to add an Action or a Timing block.
An “Action-cum-Timing” panel opens up on the LHS. You could choose “Send Message” (Actions> Send Messages); or/ and set up the Automation timing & logic by inserting Timing> Wait, as required.
Proceeding further, let’s say you select “Send SMS”.
Type out a name for your SMS, e.g. “Added to WLP SMS”.
Next, configure the SMS, as shown below. For the purposes of this example the SMS has been named “Added to WLP SMS”. Continue with the configuration as appropriate to your context. Finally, move on to the SMS content.
As you scroll down further in the Left Pane, you will see an option to send a Test SMS from within the Sendlane System to check if the automation is working, as shown below.
Next Click on “Done” and activate the SMS.
Finally, Click on Active as shown above to activate the Automation.
You also have the option of editing your SMS content till you are satisfied. If you were to choose Edit SMS… you can then preview exactly how the email will show up at the recipient’s end. Don’t forget to save before you continue.
Do verify that the destination phone number is already added to the Contacts tab of the Audience section of Sendlane. Else, you may add it even now, for automated handling in subsequent iterations.
Go to Swym Admin Dashboard, and having selected the right trigger (“Added to Wishlist” in this example) and filled out the selected phone number, click on send test trigger – this time from within Swym Admin Panel, to simulate sending of email based on Swym events/ triggers.
Check if you receive the triggered SMS in the designated phone device, and satisfy yourself.
Hey {{contact.first_name}}
{% set name = trigger.getCustomEventName() %}
{% set data = trigger.getCustomEventData() %}
Click to go to product page
Name: {{ data.productName }}
Medium: {{ data.user.medium }}
Product Name: {{ data.productName }}
URL: {{ data.productURL }}
Image URL: {{ data.imageURL }} has been added to your Wishlist
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