ConvertWay Integration

In this article we will show you how to set up the ConvertWay Integration on your Nector dashboard.

Setting up the Integration



Visit the Integrations Page. Click on WhatsApp Marketing in the side-bar. Scroll below to look for ConvertWay in that section.




Click on Configure to open up the ConvertWay integration page.




To enable the integration, you need to get the shop name, licence key from your ConvertWay dashboard.

Getting the Shop Name & Licence Key


You can enter your Shop Domain.

For the Licence Key, kindly contact the ConvertWay support team.


Sending Events To ConvertWay



Events can be sent to ConvertWay when certain things happen on Nector. You can then setup automations on ConvertWay, which can be triggered when the event occurs on Nector. For example, when a customer is rewarded with wallet coins, an event can be sent to ConvertWay, which in turn will trigger an automation that sends an email to the customer.

For creating flows in ConvertWay, kindly contact the ConvertWay support team.

Add new event


Go to the ConvertWay Integration Page.

Switch to the Events tab and click on Create An Event. It opens up to the Events page with the Send Events tab. Now you have to select the event on which you want to notify the external integration.

There are many events supported on Nector. If you don't know which to choose, here are the two events that are most relevant and commonly used:

Wallet Coins Rewarded: This event will be sent whenever wallet coins are rewarded on nector.
Coupon Is Created: This event will be sent whenever a customer uses his wallet coins to get a discount/coupon code on nector.

For example,
To send an Wallet Reward Event to ConvertWay whenever wallet coins are rewarded to a customer on nector, you would create the event as shown below.

Click on "+" button to create an event.
For "Event" option, select Wallet Coins Rewarded
For "Send event to" option, by default ConvertWay will be selected.

So, your Template Settings would look something like this:




Once you have entered all the details, click on the Create button in the popup. The event will be created as below.




Sending Test Event


It is useful to send a test event as in the case of whatsapp, you can check if the whatsapp messages are being sent properly to the customer.

Click on the Event you just created

You can send a test event by clicking on Send Test Event.

A popup opens, enter the mobile number where you want to send the test message.




Kindly note, the Mobile number of customer to whom event has to be sent needs to exist in the Customers database of your store.


Events can also be sent for other things like when a new customer is referred, for coin expiry notification, for review request, and more. To learn how to setup these events, look into those respective articles.

For a list of events and the data associated with each event, please refer this article for more info: https://nector.crisp.help/en/article/event-details-sent-to-external-integrations



Events

Event details sent to External Integrations

Updated on: 02/08/2024