Emarsys
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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_student_verified_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.
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.
See step by step tutorial
See step by step tutorial
Create a new API user
Sign into Emarsys and in the sidebar menu, click in “Management” and then choose “Security Settings”.
Create a new API user
In the Security Settings module, choose the “API” icon in the left and then click on “Create API user”. Then confirm the creation.
Copy the API key
Copy the User name and Secret from this interface
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
Edit API user
In the list of all your API users, go to the one you just created and click on the Edit (the pen) icon.
Authorise the API user
contact.list
). If you integrated before this date, you will need to add it manually.Authorise the API user to do all the automations we described in the overview, enabling all the checkboxes shown below:
Navigate to Field Editor
In the side menu, go to “Management” and then “Field Editor”
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”)
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.
Within your account you will see the shopper:
Example shopper profile within Emarsys
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.
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.