Voyado Engage

Inretrn setup and configuration

Here's how to set up and configure the Engage-Inretrn integration.

Requirements

For this integration you will need:

  • An active Inretrn license
  • An active Voyado Engage CXP and Omni license
  • An API key to access Engage from Inretrn

Setting up

The Engage integration is set up in Inretrn Admin under Integrations. This is where you specify your base API URL, your API key and if there are any other Engage contact types besides "Member" and "Contact" that Inretrn will need to deal with.

Integration settings for Inretrn in Engage

Set up automation

Inretrn will create an interaction schema on their end once they activate the automation.

  1. Activate the return confirmation, go in to Automations → New automation → New specific interaction → Inretrn Default Interaction schema.
  2. Create an email with an Inretrn module and insert the module in the email.
  3. Activate the automation:

Automation with a trigger New specific interaction

Migration of receipts

Inretrn will also be able to migrate existing returns of the receipts to Engage. This is done in the Inretrn configuration along with the other config.

Setup in Inretrn

The integration with Engage is set up in Inretrn Admin under ‘Integrations’ where you need to specify API url, API key and if there is any more contact types then member or contact in Engage that Inretrn needs to identify with.

Integration settings for Engage in Inretrn

Example workflows in Engage with Inretrn data

Return confirmation:

Return confirmation example

The KPIs from Inretrn can be used in segmentation and create target audiences:

Inretrn segmentation example

These target audiences can be used in to filter in reports:

Target audiences in reports

The data you get from the return can also be used in building automations:

Automation example with Inretrn

You can also use data from Inretrn to filter on the module level in the email editor:

Filter modules in the email editor

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