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Before moving forward with setting up Automations - we recommend taking a look at our Malomo and Postscript Best Practices.
Integration Setup:
Step 1: Create a Postscript private API key
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To create a Postscript private API key:
Log in to your Postscript dashboard and navigate to API’s in the upper right hand corner.
From the API screen, select Create Security Key Pair. You will see a new pair of API keys appear in the list below. The Private Key is the one you will need to provide to Malomo.
Step 2: Connect Malomo to your Postscript account
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Navigate to the Apps section and click on the Install button for the Postscript.
Once on this integration page, you will be able to copy and paste your API key from step 1. Do this and hit continue.
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Authenticate this API key with your username and password. Upon authentication, this API key will be added and will connect your Postscript Account to Malomo.
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The Malomo and Postscript Integration rely on orders to be placed in order to function. Prior to setting up an Automation, ensure you either have new orders placed, or place a “fake” order yourself in the time between the integration being authenticated and automations being set up.
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In your Postscript Dashboard, go to ‘Automations’ and click ‘Create Automation’. You will want to create a “Custom Automation”.
From there, you will want to give your Automation a name. We recommend naming conventions similar to the trigger you have chosen to initiate the automation.
One you have chosen a Malomo Event, you can choose if you want to add specific filters to your automation, or determine how often you want this automation to fire.
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Please note, we do not recommend triggering a status off of InTransit, as the journey will trigger multiple texts to your customer. Our system receives the InTransit status on every scan event received between PreTransit and OutForDelivery.
Once you have selected your triggers, you can determine the message properties that you want to be sent with your message. To link customers to your custom tracking page, build your tracking URL with the {{order_id}} tag, such as this:
Code Block www.brandname.mymalomo.com/xxxxx/?_m_id={{order_id}}We also recommend using the {{order_number}} tag to give customers a reference point.
We recommend that you run through a few tests of your Integration to your own user prior to saving your work.
We also recommend that you add “Reply STOP to unsubscribe” in your message and try to keep your text under 160 characters.
Once you are comfortable with your automation, hit save!