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With this integration, you can send personalized and targeted email messages to customers based on the status of their orders and any related shipments. Messages can be tailored to drive traffic to branded tracking pages to increase cross-sells, reduce support tickets, and create more brand exposure. This integration will allow Malomo to send tracking information to Sendlane, so you can incorporate shipping data into automated flows in near real-time.
Complete the following procedure to set up the integration for Malomo and Sendlane.
Connecting Malomo with Yotpo SMS & Email
To connect Malomo with Yotpo:
In your Yotpo SMS & Email main menu, go to Integrations.
Search for Malomo in the navigation bar and click Connect.
Complete the prompts of the install flow. Once complete, you’ll see the integration is successfully installed within your Yotpo account.
You are all set to use the integration and set up your flows.
Setting up SMS & Email flows
To make the most out of the integration, we recommend setting up flows for the following statuses as the main shipping emails:
Pre Transit
In Transit
Out for Delivery
Delivered
And then, these as add-ons for shipping issues:
Failure (Delivery Attempted)
Available for Pickup
Return to Sender
See below to view the full list of available Malomo events.
Malomo Events
The Malomo and Yotpo SMS & Email integration supports the following events as triggers in Yotpo for SMS flows.
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Event name
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Description
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Malomo Shipment Unknown
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The carrier doesn’t know the current status of the shipment. This is typically seen when a shipping label has been created, but before the label has registered in the carrier’s system.
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Malomo Shipment Pre Transit
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A shipping label was created and has been registered in the carrier’s system. However, the carrier has not yet taken possession of the shipment.
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Malomo Shipment In Transit
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The shipment is in the carrier’s possession and is en route to its destination.
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Malomo Shipment Out For Delivery
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The shipment is currently on its last mile and is en route to the destination address.
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Malomo Shipment Delivered
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The local delivery vehicle has reported the package was delivered.
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Malomo Shipment Return To Sender
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The shipment was not successfully delivered and is en route back to sender.
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Malomo Shipment Canceled
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The delivery has been canceled typically by either the seller or recipient.
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Malomo Shipment Available For Pickup
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The shipment is available for pickup from the carrier’s facility such as a post office.
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Malomo Shipment Failure
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A delivery was attempted but the shipment could not be delivered.
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Malomo Shipment Error
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An unknown delivery error occurred.
Setting up SMS & Email flows
In your Yotpo SMS & Email main menu, go to Flows and click Create Flow from Scratch.
Click Choose Trigger and search for Malomo.
Select the relevant flow trigger based on the event you are looking for.
Choose SMS/MMS Message or Email as an action. This means an SMS/MMS message or email (depending on what you choose) will be sent as an outcome once the Trigger, i.e., shipment delivered, is updated to Shipment Delivered in Malomo.
When configuring the text of your SMS or Email, select Shortcodes/Merge below the message box to open the list of available properties sent to Yotpo via Malomo.
Create the message with the help of shortcodes (SMS) or merge tags (email). In place of these shortcodes customer, order, and tracking data will be auto-populated with the relevant information.
Malomo Shortcodes
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Shortcode/Merge Tags
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Description
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Example
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Order Status URL
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The URL of your shop’s order tracking page. It can be a Shopify page or Malomo-hosted page.
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“https://ppeev.myshopify.com/pages/order-tracking?_m_id=001d961a-2c3b-4cee-b22c-2a3d3b64b5e8"
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Order Number
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The order number assigned by Shopify
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“1000”
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Tracking EDD
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The shipment’s original estimated delivery date provided by the carrier, if available
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“2019-01-30 13:30:00”
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Tracking Latest Status Detail
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Standardized tracking message with relevant shipment information
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“arrived_at_destination”
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Tracking Latest Status
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Current tracking status of the shipment
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“delivered”
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Customer Email
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Customer email address
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“john@example.com”
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Tracking Number
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Tracking number
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“9400000000000000000000”
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Customer Name
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Customer first and last name
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“John Smith”
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Shipping Address
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Customer shipping address
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“INDIANAPOLIS, US, 46203, IN”
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Tracking Latest Update
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The timestamp of the latest shipment update provided by the carrier
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2019-01-30 13:30:00
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Tracking URL
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The carrier’s tracking page URL
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“https://tools.usps.com/go/TrackConfirmAction?qtc_tLabels1=9400000000000000000000”
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Carrier Name
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Carrier name
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USPS
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Carrier Service
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Carrier service level
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First-Class Package Service
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At this time, the integration includes only the Shortcode/Merge Tags listed above. It does not support additional Shopify order details such as line items or billing details. Shipping SMS or emails will not be able to display those details. |
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Before Getting Started:
In order for Malomo and Sendlane to be properly integrated, please ensure that your accounts are connected to the same Shopify Account. For more information on how to connect your Shopify Account with Malomo, click here.
Integration Setup:
Step 1: Create a Malomo Private API Key
Log in to your Malomo dashboard and navigate to the Account section and then click on Developer.
Give the key a name, such as “Sendlane Integration” and confirm that the key toggle is in the left position to indicate it is a secret API key.
Click Generate Secret Key.
Step 2: Begin connecting Malomo to your Sendlane account
Navigate to the Apps section and click on the Install button for Sendlane.
Once on this integration page, you will be asked to copy and paste your Malomo API key from step 1. Do this and hit continue.
Step 3: Create a Sendlane API Access Token
In a separate browser tab, log in to your Sendlane dashboard and navigate to the Account section.
Click on API from the navigation menu.
From the API screen, select + API Token. Name your new token “Malomo Integration” and click Create.
Your unique Access Token will be displayed in the next screen. Click Copy API Token.
Step 4: Finish connecting Malomo to your Sendlane account
Navigate back to the Sendlane installation screen from Step 2.
You will now be asked to copy and paste your Sendlane API Access Token from step 3. Do this and hit continue.
Once finished, you should see a Connection Status: Connected screen.
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Congratulations, you have successfully authenticated your Sendlane Account with Malomo! If you see a status other than “Connected” on the installation screen, please email help@gomalomo.com and our team will assist you.
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Please note, unlike our other apps, our Sendlane integration will NOT show a green dot and “Connected” status on the Apps Page in the dashboard, even after a successful installation. If you’d like to test your connection, you can repeat the installation steps above and confirm that you receive the successful |
Review or Set your Default Tracking Page URL
Sendlane uses the Default Tracking Page URL set in the Malomo Dashboard to share your live tracking page with your customer. To review this page, go to Malomo > Account > Overviewandlook for the Default Tracking Page URL section. If this section is blank, please add in the full URL of your live tracking page. If you have multiple live tracking pages, please select the page you would like to assign as the default tracking experience.
To learn more about setting or reviewing your default tracking page, check out this article.
Setting up Automations between Malomo and Sendlane
Once Malomo and Sendlane are integrated and data is flowing between the services, you’re ready to set up custom automations using Malomo event data. To learn more about how to build Sendlane Automations using Malomo event data, please check out this article.
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Need help or experiencing issues with the integration? Please reach out to either the Malomo Team or |
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