Trigger Automations
Spotler has the Automations module and the older Campaign module. With these modules it is possible to send 1-on-1 mails based on certain changes, fully automated.
With SpotlerAutomate you can also trigger these Automations (and Campaigns) from within Dynamics 365. Consider, for example, a welcome process for new customers, an e-mail with a brochure or an automatic 'customer lifecycle campaign' that is relevant to the recipient.
An Automation needs to be created in Spotler. Add an External Trigger and give it a good label (this label will be visible in Dynamics 365). This will automatically generate a Code.
Don't forget to change the status of the Automaton to Final and publish it.
Twice a day, Automations will be synchronized to Dynamics 365. You can also refresh this yourself by creating a Spotler Job with the operation Refresh Automations.
It is possible to personalize messages that are sent by Automations with data from Dynamics 365. This data can be added when we trigger an automation, and therefore doesn't need to be known to Spotler.
To define which data can be added to a trigger, we add Automation Fields to message(s), like [automationfield:invoiceEmail]. When we do this, the automation field invoiceEmail will become available to add to the trigger.
When we create a Spotler Job in Dynamics 365 and select the operation Start Automation, the Automation Fields will be prepopulated with all the possible fields and the expected type of the value (STRING, URL or PRODUCTLIST). The fields are separated with semicolons, but you can also use Enters.
We need to replace the type hint with the actual data we want to pass to the Automation. Leave it blank or remove the Automation Field, if you don't want to pass a value. The following examples are all valid:
[email protected];invoiceCode=;invoiceVatNumber=NL123456
[email protected];invoiceVatNumber=NL123456
[email protected];
invoiceCode=;
invoiceVatNumber=NL123456
[email protected]
invoiceCode=
invoiceVatNumber=NL123456
[email protected]
invoiceVatNumber=NL123456
When the type hint is a PRODUCTLIST, we can add more than one value to the Automation Field. They need to be placed in curly brackets, separated by commas (like {<STRING>,<STRING>,<STRING>,etc}).
So:
crosssell={<PRODUCTLIST>}
Becomes:
crosssell={123,567,891}
A Campagne needs to be created in Spotler. Add an External Trigger and give it a good name (this name will be visible in Dynamics 365). This will generate automatically a Campagne Code.
Don't forget to change the status of the Campagne to Active.
Twice a day, Ccampaigns will be synchronized to Dynamics 365. You can also refresh this yourself by creating a Spotler Job with the operation Refresh Automations.