It is possible to add personalization fields in your automation message which are completed by your CRM instead of Spotler. We call these automation fields. An example of what you can use automation fields for is invoice information in an internal notification:
Invoice information:
Customer’s company name: [automationField:customerCompany]
Address: [automationField:customerAddress]
Postal code: [automationField:customerZipcode]
City: [automationField:customerCity]
Email address for invoice: [automationField:invoiceEmail]
VAT number: [automationField:invoiceVatNumber]
A benefit to using automation fields is that this data does not get stored in the Spotler database. The moment it is sent, the field are completed by the API from your CRM. That way, you are always using the most up-to-date data available.
How do the automation fields work?
You insert placeholders in your message or template. This means that you indicate where and which information should be shown. The following parameters can be used:
- Name: the name of the placeholder. For example: customerCompany.
- Type: the type of value - this could be string, productlist or url. If you do not specify a type, then the default is "string".
- Value: the value that you specify. For instance: Spotler.
Values: this option is used when the type is a product list. This field type is an array (a row), which means that multiple products can be used.
The trigger then looks like this:
The placeholder names are placed in a message by means of [automationField:name].
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Please note: You can add multiple campaign fields in a message. There are three points of attention: · The automation field name must be unique · The automation field name can't contain any spaces · The automation field name is case-sensitive |