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Once the user submits their email and/or mobile number, Gocertify will send this data your Emarsys account, creating (or updating) a Contact, with the “Opt-in” field set as True. Gocertify will also trigger an External Event called gocertify_consent_intent, which can be used to create automations. After that screen, when the user successfully verifies as a target group (student, healthcare, senior, etc), Gocertify will update the Contact, setting a new field called “gocertify*studentverified_at” with the current date, useful to generate _Segments. Gocertify will also trigger another External Event called gocertify_offer_claimed, that can be used to initiate another automation.

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Requirements to go live

To start syncing data you’ll need to create a new API user and share the details with your Gocertify account manager.
1

Create a new API Credentials

Sign into Emarsys and in the sidebar menu, click in “Management” and then choose “Security Settings”.Emarsys security settings
2

Create a new API Credentials

In the Security Settings module, choose the “API” icon in the left and then click on “Create API Credentials”. Then confirm the creation.Emarsys API Credentials
3

Choose the OpenID connect

Select “OpenID Connect” from the credentials type options.Emarsys API Credentials
4

Copy Credentials

Copy Client ID and Client SecretEmarsys API key
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Caution: Please note that, as the orange warning strip at the top indicates, this is the only time this secret is displayed. If you navigate away from this page without making a note of it, it is impossible to retrieve the secret and new credentials have to be generated.
5

Share the user details with Gocertify

Go to onetimesecret.com and paste the copied Client ID and Client Secret. 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
6

Edit API Credentials

In the list of all your API Credentials, go to the one you just created and click on the Edit (the pen) icon.Emarsys edit API Credentials
7

Authorise the API Credentials

Authorise the API Credentials to do all the automations we described in the overview, enabling all the checkboxes shown below:Emarsys Permissions
8

Navigate to Field Editor

In the side menu, go to “Management” and then “Field Editor”Emarsys field editor
9

Collect the field ID and share with Gocertify

Collect the Field ID for the following fields:
  • Email (it’s usually “3”)
  • Opt-in (it’s usually “31”)
  • Mobile (it’s usually “37”)
  • Mobile SMS Opt-In (it’s usually “6949”)

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How data will appear in Emarsys

Once the user shares their information with your brand, you will see a new Contact in your base, with the email and mobile number (if it’s enabled) and the respective Opt-in fields set as true (Opt-in and Mobile SMS Opt-In). Together with the creation (update) of the Contact, Gocertify will create and trigger an External event, called “gocertify_consent_intent”. After the user verifies themself, Gocertify will update the Contact in your base, adding as many “gocertify_xxx_verified_at” fields as needed, with the current date. 
{
  type: "Code",                         // ← it could be "Code" or "Deal"
  pending_group_type: "Occupation",     // ← might not be present
  pending_group_parent: "Key Worker",   // ← might not be present
  pending_group_child: "NHS Worker",    // ← might not be present
  token: "ABCD1234",                    // ← our internal randomly generated identifier
  subid: "user_1",                      // ← optional, for custom tracking
  brand_slug: "amazon",                 // ← the identifier of the customer
  brand_country: "GB",                  // ← the country set in our system
  user_country: "GB",                   // ← the user's country (based on their mobile number, if shared)
  campaign_id: 1234,                    // ← the Gocertify's campaign's identifier
  campaign_title: "20% OFF for Key Workers",  // ← the title of the campaign
  campaign_url: "https://secure.gocertify.me/at/amazon",   // ← the url of our campaign
  iframe_parent_url: "https://www.customer-website/keyworkers",  // ← might not be present
  date: Time.now.iso8601                // ← the current date, in iso8601 format.
}
Within your account you will see the shopper:
Example shopper

Example shopper profile within Emarsys

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How to create segments in Emarsys

Once you start receiving data from Gocertify, you will be able to set all the Segments you desire. In the side menu, go to “Contacts” > “Segments” and then create a new one. In the Criteria filter, you will have all the “gocertify_xxx_verified_at” fields. Depending on your needs, you can use one, or many conditions.
Emarsys segmentation

Example of how to segment Gocertify shoppers within Emarsys

If you want to create a Segment with all the Contacts verified through Gocertify, you will need to define that “any of those fields” is not empty. If you want to create a Segment with only “Transport” workers, simply use the “gocertify_transport_verified_at” field. If you want to create a Segment with “all the key workers”, simpy use the “gocertify_key_worker_verified_at” field.
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