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When a shopper submits their email and/or mobile number, Gocertify will send this data to the your Dotdigital account in the form of a Gocertify event. This is represented by a “Profile” (either augmenting an existing one or creating a new one). As the shopper goes on to successfully verify as a target group (student, healthcare, senior, etc) another “Event” will be triggered, Gocertify will update the Contact, setting a new field called GC_{{VERIFIED_GROUP}}_AT with the current date in IS08601 format. We will create as many fields to the Contact object as needed according to the campaigns set with Gocertify and use the “group_verification” from boththe Parent Group and the Child Group. For example, if you are running a Military campaign, you will see 2 fields:
  • GC_MILITARY_AT
  • GC_KEY_WORKER_AT
With this data, you will be able to generate segments based on these events.
Gocertify is going to truncate the verified group to 14 characters, because we can’t create a data field in Dotdigital larger than 20 characters.

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Requirements to go live

To go live with dotdigital you will need to create an API user and share the details with Gocertify.
1

Access Project Settings

Sign in to your Dotdigital account and in the sidebar menu, click in “Account settings”Dotdigital Project Settings
2

Navigate to Access Settings

In the accounts settings choose the “Access” optionDotdigital Access Settings
3

Navigate to API users

In the settings access choose “API users”.Dotdigital API users
4

Start creating the API user

Create the a new API user clicking the “New user” button.Dotdigital API user
5

Fill the required information

Fill the required information for the new user and click the save button to create the new API user. Make sure you select “TIERED” as rate limit option.Dotdigital API user info
6

Ensure new user is enabled

Make sure the new created user is enabled.Dotdigital enable userIf not please click the pen icon to edit it. Set the status as Enabled and click the save button.Dotdigital enable user toggle
7

Copy the user details

Copy the user’s email address and password for the user recently created.
8

Share the user details with Gocertify

Go to onetimesecret.com and paste the copied user email and the password. Even if it’s not required, we encourage you to also add a random “Passphrase”. This will generate a secret link that will expire within 7 days and will be visible only once.Share this link with your Customer Success Manager, we will set this User name and Secret in our systems to continue the integrationOnetime Secret

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How data will appear in Dotdigital

Once the user shares their information with your brand and the user confirms the subscription request (verified double Opt-in option), you will see a new contact in your base, with the email and mobile_number (if it’s shared) and the respective Opt-in option.
Dotdigital user

Example of a Dotdigital user created by Gocertify

After the user verifies themself, Gocertify will update the contact in your base, adding as many GC_XXXX_AT data fields as needed, with the current date in ISO8601 format. You will see something like this:
Note that we will use uppercase and underscores for the data field name (ie: “KEY_WORKER” instead of “Key Worker”)
Dotdigital verification

Example of a Dotdigital user with the respective GC_XXXX_AT fields

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How to create segments in Dotdigital

Once you start receiving data from Gocertify, you will be able to set all the Segments you desire. In the side menu, go to “Audience” > “Segments” and then follow the steps to create a new segment based on the data fields created by Gocertify.
1

Click the “New Segment” button.

In the side menu, go to “Audience” > “Segments” and then follow the steps to create a new segment based on the data fields created by Gocertify.Dotdigital new segment
2

Choose a template.

Choose a template to get started.Dotdigital template
3

Name segment

Give your segment a name that helps you and your team identify it.Dotdigital template name
4

Add filters

Add the conditions you want to filter your audience.Dotdigital segment filtersDotdigital contact filters