ClickPost

By integrating ClickPost with Contlo, you can send shipment related events from ClickPost to Contlo where you can create Segments, launch Campaigns or Automations.

Prerequisites

1. Open the Contlo dashboard and go to the App Market from the sidebar.
2. Search and install the ClickPost app.
3. Copy the webhook URL to add it later on the ClickPost dashboard.

Set up ClickPost

To integrate ClickPost with Contlo, follow the steps below:

1. Open your ClickPost dashboard and go to Settings on the sidebar.
2. On the Settings menu, go to Notifications > Overview.
3. On the Notification Overview screen, locate the Marketing Tools channel from the table and click configure on the gateway.
4. Click Integrate on Contlo, add the webhook URL and click Submit.
5. To enable events and specific properties for every event from ClickPost, coordinate with your Clickpost CSM.

Events

You can use events given in the table below:

Event Properties

Each event has its own event properties that you can use to gather certain information. These properties should be enabled for the respective event on the ClickPost dashboard.

There are two types of event properties-

Default event properties

These properties available on the automation tags in Contlo for all the events.

Custom event properties

These properties are not available on Contlo but you can insert these properties in automation variables as {{event.property_name}} .

Create an automation flow

Once you have integrated Contlo with ClickPost, follow the steps below to create an automation flow:

1. Open the Contlo dashboard and go to the Automations from the sidebar and click Create Automation.
2. On the Choose a template screen, click the Build From Scratch.
3. On the Automation editor, click Set a trigger on the canvas.
   1. On the Trigger pane, choose a ClickPost even from the dropdown that acts as a trigger for the automation.
   2. Set up other filters as per requirement.
4. From the left sidebar, drag the message block through which you want to send information to the user.
5. The following tags are available in automation:
   1. invoiceValue
   2. trackingLink
   3. waybill
   4. codValue
   5. courierPartnerName
   6. quantity
   7. orderId
6. Once your automation is configured, click the Launch Automation button to make the automation active.

Create a segment

Follow the steps below to create a new segment:

1. On the Contlo dashboard, go to Audience > Segments > Create Segment and choose the type of segment as per your requirement.
2. In the Segment Name field, name your segment for ease of tracking later on the dashboard.
3. In Segment Criteria dropdown,
   1. Select What someone has done/not done
   2. Pick a ClickPost event as per requirement to filter your audience.
   3. Choose the remaining Segment Criteria as per your need.
4. Click on Create Segment

All the contacts that fall under this category would now populate in the total audience in the segment made.