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Emarsys Integration

Explaining what the Emarsys Integration enables you to do.

Updated over a month ago

By connecting your Emarsys integration, chatarmin automatically syncs contacts and activity with your Emarsys account. The following data is synced Email address, Phone number, custom properties, and Flow enrolled. This way you have measurable KPIs you can use to estimate how Chatarmin is helping you increase your profit, and know which WhatsApp user is which Emarsys Account.


How to connect to Emarsys


First, go to Management -> Security Settings -> API Users and click on "Create API User":

Now copy & paste the Username & Secret into the Emarsys Page inside Chatarmin:

Now make sure, to set the correct permissions for the newly created Emarsys API User.

Click on Edit first:

Then select all the permissions shown below:

Now save those permissions.

Congratulations! You have successfully connected to Emarsys 🥳


Updating Emarsys properties via a Chatarmin Flow


Here's how you can add properties to your Emarsys account. We can automatically add properties to an Emarsys account depending on the user's behavior. Depending on which branch of the flow the user goes through we can Update the Emarsys profile with a property we determine.

Additionally, you can subscribe a user to an Emarsys list depending on the user activity directly.


IF/Else Split based on Emarsys Properties


Inside Flows you also have the ability to if/else split for certain Emarsys Properties:


Segmentation with Emarsys


You can use Emarsys information, you have on your clients to create specific segments. These segments can later be used to do splits in Flows via If/Else splits or to send campaigns to specific user cohorts. This way you can create a List or Segment or use an existing one inside of Klaviyo with your existing data and fetch the Segment in Chatarmin.


Automation Programs to Chatarmin Flow


You can also trigger a Chatarmin Flow through Emarsys' Automation Program:


Automatic Sync of Properties to Emarsys


When connecting Emarsys in the Chatarmin Integration Page, you can also specifc properties to sync automatically to Emarsys.

For example, to sync the WhatsApp / Chatarmin Optin-Status to an Emarsys Property:


Emarsys Birthday campaign


🚨 Please be aware, that you can trigger, natively-enriched-birthday-leads you initially collected through WhatsApp, via our standard birthday flow setup.

How to set up the automation in Emarsys?

1. Create the audience for your campaign. If you want to set up a recurring campaign that is triggered on the specific Birthday of your contract, the segment would be “Birthday is today”.

2. Set up an audience-focused program:

  • Start with the recurring filter and set it to a daily send-out

  • For a Birthday campaign we would recommend sending the message early in the day 😉

3. Edit the Segment to the one you prepared for this specific event:

4. Connect your automation to a webhook and choose the correct webhook preset.

How to create the correct webhook preset?

🚨 External_reference_id, phone and e-mail is mandatory to match the contact in Chatarmin. For phone, select the property that you use for storing the mobile phone number on Emarsys. Please note that phone numbers must be in format +{Country Code}… or {Country Code}…, for a German number this would be +4915… or 4911111

5. In the additional data section, please add the event name (this info is relevant for the journey that is supposed to be triggered from charles side):

5. Setup a new Flow with an Emarsys Trigger:

  • Event Type: Custom Event

  • Event Name: “birthday” (needs to match the webhook preset)

Copy the JSON Payload from the testing environment in Emarsys and paste it to the journey trigger. Example:

{ "id": "646b8faba72d83cfac9724c2", "email":"[email protected]", "phone":"+49182381238", "firstname":"Max", "lastname":"Mustermann", "consent":"double", "tags":[{"label":"Agency","id":"643e6d91815051a97f293738"}], }

  • set an if/else-split on "emarsys property"

6. Submit the Birthday Template and when accepted, publish the flow.

7. Test the flow by triggering the automation from Emarsys.

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