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Integration with Invoice4U

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"
להמשך קריאה
להמשך קריאה
  • June 16, 2024
  • Adi Ben Yaakov

Integration with Cardcom

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

  • Create an API key - You can use the following guide for assistance

  • The key should be granted "Full Permission"
  • It is recommended to specify "cardcom" in the "Connection" field - so you can identify the source of the account signup in the communication log.

    • Cardcom Interface

     

  • Connection Settings
  • Click on the "Settings" tab
  • "Gold Confirmation Page Settings"
  • "Connect to External Systems"
  • In the "Transfer Data to Mailing System" field - Select "Smoove"
  • "Save Data"
  • In the "API Key" field, paste the API key we created in the previous step

    • Connecting a mailing list to the Gold Confirmation Page

  • Click on "Ongoing Activity" in the menu

  • "Payment Landing Page"

  • Click the pencil icon on the desired page

  • Switch to the "Mailing List" tab

  • In the "Mailing List" field - The list that will contain contacts who completed a purchase

  • In the "Mailing List for Customer Who Did Not Complete Purchase" field - The list that will contain contacts who abandoned their cart

  • "Save and Close"

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

  • Click on "Cross-Reference"
  • Scroll to the field you want to transfer
  • In the field row - Select the custom Smoove field you want to transfer the information to
  • "Save Changes"
  • Note - The mailing list assignment to the page is done separately for each payment processing page
    • להמשך קריאה
    להמשך קריאה
    • June 13, 2024
    • Adi Ben Yaakov

    Direct Integration with Grow

    Business Goal 

    ntegration with the Grow billing 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 Does It Work?

    Smoove Interface

  • Create an API key - You can use the Create API Key guide for assistance
  • The key should be granted "Full Permission"
  • It is recommended to specify "GROW" in the "Connection" field - so you can identify the source of the account signup in the communication log.

    • GROW Interface

  • Click on "Sales Pages" in the right menu
  • "Add Page" at the top of the screen
  • "Page Type" - Text
  • "Smoove API Key" field - Paste the API key created in the previous step
  • Additional fields that do not exist on every page
  • "Thank You Page Link" - Paste the link to the dedicated thank you page in Smoove for this payment
  • "Purchase Start List Code" - The ID of the Smoove list that contacts who started a purchase will be broadcasted to
  • "Purchase Completion List Code" - The ID of the Smoove list that contacts who completed a purchase will be broadcasted to
    • להמשך קריאה
    להמשך קריאה
    • June 13, 2024
    • smoove

    Creating API Key

    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?

  • Hover over your account name 
  • Select "API Keys & pixels"
  • Click "Add API Key"
  • Permission type

  • Full Permission - Receiving and sending all types of data. Choose only when a two-way interface is needed, such as with Zapier

  • Read Only - Sending information from Smoove to an external database only

  • Adding and Updating Contacts - Contacts in Smoove will be updated according to the external database. Recommended

  • Adding a New Contact - Permission to create new contacts without the ability to update existing contacts

  • Deleting a Contact - Permission to delete contacts stored in Smoove

  • Identification Permissions - Permission to use the API trigger only

  • CRM Editing - Option to create communication in Smoove's CRM using the API

  • Ecommerce Permissions - Permission to use the Ecommerce trigger only

  • Context-Name of the information source (facebook/zapier/woocommerce/integromat/google ads etc.)
  • IP address - Paste the IP address - Granting access to information to only one person. Limiting broadcast to a single IP address. Broadcasting to the API will only occur through this IP address.
  • Save
    • להמשך קריאה
    להמשך קריאה
    • June 13, 2024
    • Adi Ben Yaakov

    Adding a referral source to a landing page

    We will add the suffix =CS? without spaces to the page link.

    Following the suffix, we will add the name that we want to serve as the referral source identifier. For example: the link of the landing page is https://lp.vp4.me/rdcz and the referral source we want to add is FACEBOOK. For that, the link of our page will be https://lp.vp4.me/rdcz?cs=facebook

    3 ways to find the referral source in the smoove

    1. To check the referral source for an individual contact, go to the contact details

    2. To check the referral source of a landing page sign up - click on the number of registrants on the landing page.

    3. Exporting the list to Excel - add "Referral Source".

    In the Excel table, the "Referral Source" column will show the referral source for each registrant.

     

    Adding a referral source to a form embedded on a website

    1. copy the code from the "Publishing Options" of the form
    2. The code should be edited with the addition, and in the location marked in green in the following example:
     
    להמשך קריאה
    להמשך קריאה
    • March 7, 2024
    • smoove

    SMOOVE FOR BEGINNERS – SENDING AN SMS

    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!"
     
    להמשך קריאה
    להמשך קריאה
    • September 11, 2023
    • Adi Ben Yaakov
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