Getting started with customer journey automation has never been so easy with Pipz Automation!

Getting Started with Pipz Automation

Step 1: Upload your list

To upload your contacts information you can access Pipz system then access on the lateral menu the tab Settings > Lists > +. Give your new list a name. Once your list is created you can go to the tab named Import Contacts and add your list either by a CSV file or you can paste it on the right window.

You should know that all lists added on Pipz should have both your contact's name and email. This is one of many Antispam restriction, and you should be aware of them! Any customer who uses Pipz infrastructure for spamming will be immediately blocked, and the related account(s) will be disabled with no refund of previously purchased credits. To ensure that you won't get in any trouble, we recommend you to read carefully Pipz Antispam Policy and Pipz Terms of Use.

Import Contacts

Step 2: Set up your connector

Pipz can integrate with your app in several ways, but for this to happen, you need to insert a little code inside your webpage and then be sure to send us the information you want us to treat. Now you need to add a Connector code in your system. This a Javascript code that must be inserted in your webpage HTML before the end of the head tag (</head>). This should be done in every webpage you want to, indentify contacts, track events or send in-app messages. To create a new connector you should to the lateral menu the tab Settings > Connectors > +.

The new connector you created will generate a code is similar to the one below, as well as an API Key and Secret, that you will be able to use to access your data.

 
<script>!function(){var a=window.analytics=window.analytics||[];if(!a.initialize)if(a.invoked)window.console&&console.error&&console.error('Snippet included twice.');else{a.invoked=!0;a.methods='trackSubmit trackClick trackLink trackForm pageview identify group track ready alias page once off on'.split(' ');a.factory=function(c){return function(){var b=Array.prototype.slice.call(arguments);b.unshift(c);a.push(b);return a}};for(var c=0;c 

Step 3: Identify your users, send events and set in-app messages!

Now that the Connector is ready, Pipz have an eye on your webpage, but now a few tools must be inserted to get Pipz to its maximum capability. Check them out:

Identify your contact: to identify a contact you need, basically, your contact's email. There are a series of information that you can send to be stored, such as name, social networks and birthday. The contact can be identified in a login, in a signup or in a newsletter subscription, for instance. Once it is indentified, all actions, past and future, will be stored as its information. To identify a contact you must define the following method on your webpage:

analytics.identify("john.snow@thrones.com", "name":"John Snow"});

Send an event: once your contact is identified, his actions can be stored as events that you will send to the system. These events can be just stored as an action that occured (generated by that contact) or it can work as an automation trigger. Some events are predefined by the system, and it already recognizes them, such as page_view and register. Check out more options on the documentation. To identify a contact you must define the following method on your webpage (the signup is the defined event):

analytics.track("signup")

Send in-app messages: With Pipz you can also send in-app messages to your contacts and see which contacts are currently online. To do this, we need to establish a secure connection. To do this, there is a configuration to be made on your Javascript window object.

When you added the Connector on your website, your window object on your Javascript was modified and now it has a property called pipzSettings. You have to configure this property with your connector API key, the contact email (that is already identified) and a SHA256 HMAC hash that must be created on the backend (or server side). This hash guarantees a secure connection between Pipz and your platform. The window object should be like this:


            window.pipzSettings = {
              key: "CONNECTOR_API_KEY",
              email: "CONTACT_EMAIL",
              hash: "SHA256_HMAC"
            };

Here is an example how you can create the hash on PHP:

<?php echo hash_hmac("sha256", $user->email, "CONNECTOR_API_SECRET"); ?>

This an example with Django-Python. You need to import both the hmac and hashlib modules before you do it.


            import hmac
            import haslib
            hmac.new(CONNECTOR_API_SECRET, CONTACT_EMAIL, digestmod=hashlib.sha256).hexdigest()

Now with Ruby on Rails!

<%= OpenSSL::HMAC.hexdigest("sha256", "CONNECTOR_API_SECRET", "CONTACT_EMAIL") %>

For more detailed information on how to generate a hash using HMAC SHA256, you can check this post! If you still have doubts, Bruce and Eddie are ready to help at any moment!

Step 4: Create an Automation

To access your automations and/or create a new one you should login in the system and go to the Lateral Menu > Automations > +. Than, you will need to give your automation a name and reference connector. Once you automation is created you should insert your trigger name. To check all options you have please see the documentation.

This is a very simple example, to show you how simple it is to create automation fluxes. However, Pipz allows you to create multiple paths, integrate with multiple platforms and create conditionals. Check out the documentation section for more information.

Just a quick note! To send email through Pipz platform your should configure your DNS just as it is explained in here!

Let's create a simple case as an example for you, shall we?

The orange circle represents your trigger. The plus sign is where you can click to continue your flow. Click on the + and drag and drop a line from the trigger to another place in your screen.

Step 1, setting up an automation flow trigger with Pipz | Customer Journey and Marketing Automation

Step 2, creating a new automation flow with Pipz | Customer Journey and Marketing Automation

One you drop the line some default options will appear. The possible integrations you can use in your automation are also available, but you should configure them before the automation. Select Send Email.

Step 3, automation flow app integrations with Pipz | Customer Journey and Marketing Automation

In your new email you can use a previous template you've made. Select a template and the email is configured. On the lower part of your automation step the template name will appear, so you know which email you will send in the current step.

Step 4, selecting an email template with Pipz | Customer Journey and Marketing Automation

Step 5, sending an email with Pipz | Customer Journey and Marketing Automation

Click on the immediately button and change the delay time to 1 minute.

Step 6, setting an automation flow delay with Pipz | Customer Journey and Marketing Automation

Click on the + sign on the Send Email box and drag and drop another arrow. From the default options, choose Condition. Select to condition the flow by an event and choose has opened an email.

Step 7, creating a new automation flow step with Pipz | Customer Journey and Marketing Automation

Step 8, creating a condition step with Pipz | Customer Journey and Marketing Automation

Step 9, configuring a condition step with Pipz | Customer Journey and Marketing Automation

From the Condition box click on the plus sign and drag and drop a new arrow. Select Add to List option. Select a list you have.

Step 10, creating a new automation flow step with Pipz | Customer Journey and Marketing Automation

Step 11, adding contacts to lists with Pipz | Customer Journey and Marketing Automation

When you create an arrow that leaves the Conditional box it has not only the delay time option, but an option of True and False. The first arrow you drag is always true. Click on the True icon to change it to False.

Step 12, setting a condition step to 'True' with Pipz | Customer Journey and Marketing Automation

Step 13, setting a condition step to 'False' with Pipz | Customer Journey and Marketing Automation

Finally, you can finish your flow with several options, conditions, and what you want. This is a simple example, but it is enough to show you that Pipz can be as powerfull as you would like!

Step 14, example of a complete automation flow with Pipz | Customer Journey and Marketing Automation