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CheckoutChamp’s Integration to Postscript will allow you to create subscribers tied to Keywords in Postscript and to trigger pre-configured Postscript Automations to re-engage these subscribers. |
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You must have an existing Shopify store in order to use PostScript. Subscribers are only added to your account if they explicitly opt-in by checking the contactOptin checkbox on the checkout page and replying “yes” to the initial message sent to their phone number. If a subscriber replies “N” or “No” they will not be added to your Postscript subscribers list. |
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In order to stay in compliance with TCPA and CITA standards all clients wanting to use Postscript will have to include the following verbiage on any-and-all pages of your funnel that phone number is collected *I agree to receive recurring automated marketing text messages (e.g. cart reminders) at the phone number provided. Consent is not a condition to purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. View our Terms of Service and Privacy Policy. |
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Step 1: Obtain Postscript API Credentials
Click your store name in the top right corner, then click “API”
Once on the Account Page, click “Show” to uncover your Postscript Private Key
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Be sure to save/copy the private key as this it is required for the CRM setup.
Step 2: Setup the CRM Plugin
Navigate to Admin → Plugins →Email Service Providers and click on the green “+Activate” button on the Postscript tile
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privateKey- your Postscript Private API Key saved from the first step.
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Once the plugin is activated you should now see new Automation Triggers added in your Postscript account. These triggers will be used in both Postscript and CRM configuration.
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Below are the available fields that can be used when forming the messages tied to the Postscript Automation Triggers.
Tag | Value |
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{client_orderid} | OrderId as displayed inside of CheckoutChamp |
{first_name} | Customer’s first name |
{last_name} | Customer’s last name |
{email_address} | Customer’s email address |
{phone_number} | Customer’s phone number |
{shop_name} | Shop Name |
{shop_link} | Shop Link |
{sales_url} | A link back to the abandoned page (only available on CheckoutChamp Checkout Started trigger) |
Please contact your account manager if additional tags are needed.
Step 3: Plugin Routing Configuration
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Please already have your Postscript automations configured before configuring the CRM Campaign Routing section. |
Navigate to Admin → Plugins →Email Service Providers and click on the blue “Edit” button next to the already activated Postscript tile
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Once in the Advanced Setup, click the green “+” button to configure the Postscript campaign routes.
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Step 4: Create Marketing Opt-in Checkbox in
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Checkout Champ
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Step
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5: Setup Complete
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Talk with your Account Manager to ensure your company is added to the PostScript task schedule. |
At this point your Postscript plugin is fully configured and subscribers will be added to your shop after the order record has been created in our system.