What a configuration could hand over
Not everyone who configures a product buys straight away. The contact can go to Ecomail tagged by product and price level, so the follow-up talks about what the person was actually building. Which data is transferred follows your consents and your privacy policy.
Contact list
The customer could be added to a list you set aside for configurator enquiries, with a status matching their consent.
Custom fields
Product, dimensions and price could go into custom fields on the contact. Ecomail also supports number and URL types, so the 3D preview link can be placed straight into an email.
Tags
Tags by product line and price tier would allow segmentation without any further fields.
Automations
The contact could start a specific automation, such as a series of emails about that product, either when added to the list or through a separate API call.
What we need to connect it
Access would use an API key from the developer section of your account, passed in the header of every request; calls would come only from a server, never from the browser.
We need the list and automation IDs and the names of the custom fields you want to use in emails.
We agree whether an existing contact should be updated by a later configuration and whether adding to the list should start automations.
Testing happens on a separate list with test addresses.
Worth deciding up front
- Tags are overwritten as a whole when a contact is updated. If someone submits a second configuration, decide whether they keep the original tags or get new ones.
- Custom fields have a combined length limit, so they hold what an email uses rather than the whole specification, which stays behind the 3D preview link.
- The enquiry confirmation could also go out through Ecomail's transactional emails from a template, if those are available on your account.
Questions about this connection
Will a customer get marketing emails without having consented?
They should not. A contact without consent would not be put on a marketing list; their status follows the configurator form and your processing rules.
Will we see in Ecomail which product the customer was building?
The product, the price tier and the link to the 3D preview would show in the contact detail if they are written to a custom field or a tag. Which field is used is agreed in the mapping.
Other integrations
Put Ecomail to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.