Dotdigital
Start building loyal communities with targeted, gated offers.
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
After the user verifies themself, Gocertify will update the contact in your base, adding as many
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
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.
Requirements to go live
To go live with dotdigital you will need to create an API user and share the details with Gocertify.See step by step tutorial
See step by step tutorial
1
Access Project Settings
Sign in to your Dotdigital account and in the sidebar menu, click in “Account settings”
2
Navigate to Access Settings
In the accounts settings choose the “Access” option
3
Navigate to API users
In the settings access choose “API users”.
4
Start creating the API user
Create the a new API user clicking the “New user” button.
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.
6
Ensure new user is enabled
Make sure the new created user is enabled.
If not please click the pen icon to edit it. Set the status as Enabled and click the save button.
If not please click the pen icon to edit it. Set the status as Enabled and click the save button.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 integration
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.Example of a Dotdigital user created by Gocertify
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”)
Example of a Dotdigital user with the respective GC_XXXX_AT fields
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.See step by step tutorial
See step by step tutorial
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.
2
Choose a template.
Choose a template to get started.
3
Name segment
Give your segment a name that helps you and your team identify it.
4
Add filters
Add the conditions you want to filter your audience.
