Integrate Connectif with Orbe App to store region, city, country, and preferred language data of the contact in their Contact Sheet in Connectif.
In this article, you will learn how to integrate with Orbe and how to store the information generated by the contact.
Once the integration is complete, you will be able to segment your contacts as well as use the obtained information in personalized strategies.
Implementation time: 15 min.
Difficulty: Easy.
When to use it?: To collect country and language preference data.
Why implement the extension
1. Use cases you can create after this integration
Here are some ideas that may help you implement different strategies after activating the Orbe App extension in your Connectif Store.
- Segment users by country and/or preferred language.
- Create mass email campaigns by region.
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Create localized campaigns for a specific city.
2. What data can you bring from Orbe to Connectif?
With this extension, Connectif will receive the following information from Orbe:
- The contact’s country, including the contact’s region and city.
- The contact’s preferred language.
Before you start: prerequisites
To integrate your Connectif account with Orbe, you will need:
- Have your eCommerce integrated with Shopify.
- An account on Orbe App.
STEP 1: Creating the custom integration in Connectif
1. Go to Store Settings in the left-side menu.
2. In the tab selector, go to "Integrations > Custom Integrations (webhooks)" and click on Create new integration.
3. Set the "Integration Name" field to identify the integration.
4. (Optional) Customize the color, include a description, or categorize the integration.
5. In Advanced Settings, keep the checkbox marked for Enable sending and receiving data for this integration.
6. Click on Update.
STEP 2: Creating the reception event
7. In the Receive Data tab, click on Create new reception event to create the event that will collect information from Orbe App (detailed in the following points).
It is important to assign the Aliases and IDs indicated in each event to ensure the integration functions correctly.
2.1. Configuring reception event data
(This section explains how to configure the main event data that will send the information from Orbe to Connectif).
8. Assign a name and alias to the reception event:
- Name: "Orbe App" (or any other name).
- Alias: "orbe" (this cannot be changed).
2.2. Creating the fields to receive
(This section explains how to create and configure the fields that will receive information from Orbe).
9. Create four fields for this event with the following data (it is important to maintain the configuration as indicated here; otherwise, the integration will not work):
- A Text field named "City" with the ID "city". Mark it as required.
- A Text field named "Country" with the ID "country". Mark it as required.
- A Text field named "Language" with the ID "language". Mark it as required.
- A Text field named "Region" with the ID "region". Mark it as required.
10. Click on Save and then Return to the event list.
STEP 3: Creating the workflow
(This section explains how to create and configure the Workflow that will store the information collected from Orbe in each contact's Contact Sheet).
11. Go to Workflows and click on Create new workflow.
12. Click on the configuration of the "Start" node and select the audience:
- In Select limitation, choose My entire list.
- In Select a data source, choose All existing and new ones.
13. Click on Apply.
14. Find the Trigger-type node you created when integrating with Orbe (step 2) and add it to your workflow.
15. Access its settings and, in the Limitations tab, uncheck the Disable after triggering checkbox.
16. Click on Apply.
17. Locate the Action-type node "Set field" and add it to your workflow.
18. Configure the node by assigning the variables from the "Orbe App Trigger" node to their respective values, as shown in the image.
19. Click on Update to save the node settings.
20. In the workflow, click on Save to save the changes and on Start to activate it.
Success!
Your Connectif account integration with Orbe is ready.
Keep learning!
To take full advantage of your Connectif account, we recommend continuing with the following articles:
- Custom integration for receiving data, to learn how to use information that is not recorded by default on the platform.
- Integrations with external systems, to integrate your Connectif account with Facebook, forms, and other webhooks on your website.
-
API integrations, to manage events such as purchase registrations or contact sign-ups.
- Mass email campaign by batches, to design a phased campaign that prevents server overload due to increased website traffic.