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Dialog Insight

Integrate Pelcro with Dialogue Insight to control and send automated emails based on live events occurring on Pelcro.

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About

Dialog Insight is a customer data platform that allows you to leverage the full power of your customer data for memorable brand experiences and a return on your investment. You can run email, SMS, web, and mobile marketing campaigns in a centralized SaaS platform.

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Configuration

Navigate to the integration page and click on Dialog Insight and fill all the required fields in the configuration form shown below.

API Keys

You will be required to enter your API keys in the configuration form.

Main Setup

  • Project ID: The project ID in the Dialog Insight account.
  • Scenario Project ID: The project ID that contains all of your scenarios.
  • Subscription table ID: The subscription table ID that we will sync the data into
  • Invoice table ID: The invoice table ID that we will sync the data into

Scenarios

  • Customer created scenario ID: The scenario that will get triggered when a customer is created.
  • Customer reset password scenario ID: The scenario that will get triggered when a customer requests a password reset.
  • Subscription created scenario ID: The scenario that will get triggered when a subscription is created.
  • Invoice created scenario ID: The scenario that will get triggered when an invoice is created.
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Updated over 4 years ago