כל המאמרים של Adi Ben Yaakov

Purpose

Transferring information about activities in Invoice4U to Smoove –

• Saving information about paying customers from Invoice4U in Smoove lists
• Performing automatic actions based on this information

Invoice4U

An online invoicing software. It improves the process of issuing invoices on the internet, expands payment options for your customers, enhances collection processes, enables efficient and accurate account management including the generation of management reports, everything is documented, organized, and... saves paper.

How do we do it?

1. Create an API key using the following guide
2. Enter Invoice4U:
3. Click on "The Market" in the toolbar on the right side
4. Search for Smoove among the integration options
5. Click "Details" under the Smoove logo
6. Choose the "For synchronization - click here" button
7. Paste the API key
8. Click on "Synchronize"

1. Transferring contacts from Invoice4U to lists within Smoove:

• Create a list in Smoove for the contacts to be transferred
• Enter Invoice4U:
  1. Go to "Customers"
  2. Select "Search/Edit Customers"
  3. Mark the customers for transfer
  4. Click on "Add marked customers to mailing list"
  5. Choose a list from all available lists
  6. "Select"

1. Transferring contacts to Smoove after they have made a purchase through Invoice4U:

• Create a list in Smoove that stores customers who have made a purchase in Invoice4U
• Enter Invoice4U:
  1. Go to "Clearing"
  2. Choose "Sales Pages"
  3. Click on the sub-heading "Manage Sales Pages"
  4. Enter "Edit" in the row of the relevant sales page
  5. Select the "Advanced Settings" tab
  6. In the "Mailing List" field - choose a list from all available lists
  7. "Save"

Goal

Integration with a payment processing system so that contacts will be broadcasted to your Smoove interface after a purchase/at the start of a purchase and will be transferred to Smoove's thank you page upon completion.

How to do it?

Smoove Interface

Cardcom Interface

Connecting a mailing list to the Gold Confirmation Page

Cross-referencing confirmation page fields to mailing list fields - Transferring information from Cardcom to a custom field in Smoove

Business Goal 

Receiving and sending information to an external source such as clearing systems and e-commerce systems.

How?

A text snippet that allows the transfer of information between Smoove's database and external databases.

How Does It Work?

מטרה

התוסף יישלח את פרטי הלקוחות הנרשמים ומידע נוסף באמצעות טופס אלמנטור ישירות לשדות האישיים בחשבון הsmoove שלך

איך עושים את זה?

1. יצירת מפתח API עם הרשאה מלאה - ניתן להיעזר בקישור הבא - יצירת מפתח API.

2. לחיצה על "Add New Plugin"

3. חיפוש הביטוי "smoove" בשורת החיפוש

4. לחיצה על "install now"

5. "Activate"

6. דרך התפריט השמאלי, יש להיכנס אל דף המכיל טופס אלמנטור

7. לחיצה על אייקון עריכת הטופס

8. "Actions After Submit"

9. הקלדת "smoove" בשורת החיפוש ובחירת הפלאגאין של smoove

10. פתיחת המקטע החדש שהתווסף, בשם "smoove"

11. לחיצה על הקישור המופיע בהודעה הגדרת הפלאגאין:

12. "Save changes"

13. חזרה אל הדף, בעזרת התפריט השמאלי

14. חזרה על מקטע "smoove" - מיפוי המידע המתקבל מהטופס לשדות אישיים בחשבון הsmoove

15. "Update"

Let’s start sending SMS directly within the system! 

What’s special about this module? 

Want to get to your clients fast and send them personal SMS just for them?

In smoove, you can!

What can you do with this?

1. Sending one SMS containing number of personal messages to each client  
2. Adding smartphone campaign 

Creating an SMS

1. "Campaign and messages"
2. "Create SMS campaign"
3. Select Recipients - single contacts or contacts list
4. Message Content
   
5. Emojis can be added 
6. Custom fields can be added
7. Add an unsubscribe link - by checking the checkbox 
8. Save

Send an SMS 

1. "Continue sending"
2. "Send time" 
   
   
3. Now - will be sent immediately 
4. Scheduled - will be sent in a Scheduled time chosen by you 
5. "Blastoff!"

Let’s start building landing pages directly within the system! 

What’s special about this module? 

Creating a centered landing page, beautifuly designed in just a few steps!

Liked the design you have created? save it as a tamplete for reuse!

Add links, files, countdown, events memo, signs - eveything is possible!

What can you do with this?

1. Easily add leads into designated contact list 
2. variety of features and design options 
3. Saving a landing page as reuseble tamplete 
4. Personal content for every client 

How do you do it? 

creating a landing page

1. On the menu - press "lead generation" 
2. "Landing pages"
3. "Add landing page"
4. Select template
5. Design blokcs 
6. "Add blocks"
7. Drage block to page 
8. Edit block by pressing the pencil button 
9. Move to "thank you page" tab 
10. Once contacts submitted the form, they will be redirected to a - thank page, website, other landing page 
11. Move to "settings" tab 
12. Define page name 
13. Assign the leads to list when they register 
14. "Save"

publishing 

1. “Publishing options”
2. Copy page URL 
3. Distribute URL 

Let’s start building surveys directly within the system! 

What’s special about this module? 

no need to use Custom Fields - lead comments will be saved in the survey itself. this will allow saving data for long and analyze it.   

What can you do with this?

1. Build a survey and send it to customers and clients
2. See how many contacts answered the survey and view their details 
3. Export an Excel file with all the responses to the survey 

How do you do it? 

creating a survey

1. In the menu - press “Surveys” 
2. Select “Create survey” 
3. Select a template
4. Add new survey
5. Hover with the mouse over one of the fields in the form
6. press "Add"

7. Field type - Select the type of content for this field 

8. Field title - The question we want to ask in the survey 
9. Required - A field the customer has to complete in order to submit the survey 
10. “Update contact” field – Enables a customized field to be updated  
    
11. Field - Select the field you want to update   
12. Save
13. "Thank you" page - Tab 
14. Set a page the customer will be directed to after answering the survey. You can also set a landing page and an external web page as a thank you message 
15. Settings - Tab
16. Campaign name – Enter the survey name 
17. Save 
18. Copy the survey URL and mail it to the relevant target audience  

Responses - Viewing the survey results 

1. Summarizing report  
   
2. Hover over "surveys" menu 
3. select "My surveys" 
4. Scroll to the relevant survey row
5. press "Responses"
6. A specific customer’s completed survey  
   
7. Hover over "contacts" menu 
8. Select a contact
9. "Responses" tab
10. Select the desired survey form

Business Goal 

Major increase in online store income due to Woocommerce & smoove direct integration

Business Goal 

Major increase in online store income due to Woocommerce & smoove direct integration  

How Does It Work?

1. Hover over “Automation” menu 
2. Press “new Automation”
3. Drag the “Abandoned cart” trigger
4. Hover over the element 
5. Edit 
6. Platform - "Woocommerce"
7. API key - API key of the store 
8. save
9. Drag the “send Email” element 
10. Hover over the element 
11. Edit 
12. Create Email 

13. Choose the “Abandoned cart” template [This template exists in automation only] 

14. Purchases block – the number of blocks will be duplicated according to the number of products in the client's cart

15. Define Email subject 
16. “Save and return”
17. “Publish"

Business Goal 

Major increase in online store income due to Woocommerce & smoove direct integration  

How Does It Work?

1. Hover over "Automation" menu 
2. Press "new Automation"
3. Drag the "E com purchase" trigger
4. Drag the "send Email" element 
5. Hover over the element 
6. Edit 
7. Create Email 

8. Choose the "Post purchase mail" template [This template exists in automation only] 

9. Purchases block - the number of blocks will be duplicated according to the number of products purchased by the client

10. Define Email subject 
11. "Save and return"
12. "Publish"

Business Goal 

Major increase in online store income due to Woocommerce & smoove direct integration  

How does it work?

1. Hover over "settings"
2. My store
3. Is Active - turn on 
4. Choose platform Type
5. Enter Store Url
6. Copy and past here the store API key. in order to find API key- 
7. Choose “WooCommerce” on the left menu 
8. Settings
9. Press "advanced" tab
10.  Rest api
11. Add API key
12. Description - key purpose 
13. Permissions – read/ write
14. Copy key 
15. Copy key Secret

1. Enter key Secret
2. Sync every - syncing frequency 

Attention – Before syncing, you must add the field 'Consent to the terms of use and to receive marketing emails' to the purchase form in your online store

Goals

How to do it?

1. Go into smoove Swagger 

In the Swagger - 

*please note - actions that occurs in the Swagger occurs in the smoove account as well! 

integration validation example - create update contact 

Goals

How to do it?

1. Creating new custom field 
2. go to "contacts" menu 
3. choose "custom fields"
4. click on "Add group"
5. define group name 
6. click on the plus (+) sign at the bottom of the group
7. define field name and field type 
8. save changes 

2. Adding a custom field to a landing page form 

3. Viewing the custom field content  

search contacts