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Sending Restock SMS via Sendlane

Prerequisites

01

Wishlist Plus Starter Plan or above

02

Sendlane Email Account

03

Sendlane<>Swym integration enabled

How To Implement

1. Enable Back-In-Stock Stock Event (SMS)

  • The starting premise is that you have installed Sendlane on your Shopify Store, and enabled the Sendlane <>Swym Integration, as described Here

  • Before you get started, you need to make sure you’ve enabled the Wishlist Reminder event within Shopify AdminAppsWishlist PlusIntegrationsSendlane.
  • To confirm, starting from within Shopify Admin, navigate to the Integrations tab under Apps > Wishlist Plus, and choose the relevant integrations card/ tile.
  1. Shopify AdminAppsWishlist Plus
  2. Navigate to the “Integrations” tab
  3. Choose Sendlane

Assuming that you have already installed Sendlane, as discussed above, then click on Manage on the Sendlane Tile. Select the check box adjacent to Send Back in Stock Alerts. i.e. send an alert when wishlisted items are back in stock.

To test this feature, scroll down to the ‘Test Events & Triggers’ section after saving the trigger. Select “Send Low Stock Alerts”. Enter the Phone Number and click “Send Test Trigger.”

Note: When the product is Restocked in your store’s backend, an SMS alert about the restock item is instantly sent to the shopper through Sendlane, as long as they’ve shared their phone number with the store.

2. Create a Sendlane Automation (Flow) and Select a Trigger

  • The custom events registered for Sendlane<>Swym integration are the ones used as triggers for Sendlane automations.
  • Select Automations –> New Automations –> Start from the Scratch. Let’s say you want to set up an Automation for an email message. Choose a name for the automation (say “Back-in-stock SMS” in this case)
  • Below screen will be displayed. Add the name as RS_SMS and Click “Start”
  • Next, the screen shown below will be presented. Click on “Add Trigger”
  • Select a trigger. Select “Custom”, and scroll down till you see & select “Custom Event”.
  • A custom event tile gets added to the “map”, and a configuration panel opens up. You may configure the custom event as required, using the choices presented by the drop-down for the “store”,  “limit per contact” and “the event”. For the purpose of this example we have selected “Swym Restock Stock”, as the trigger/ custom event. Notice the custom event tile in the map, which gets populated with values selected. Click on “Done”, when satisfied.
  • The screen shown below is displayed. Click the “Plus” sign on the map to add an Action or a Timing block.
  • An “Action-cum-Timing” panel opens up on the Left Hand Side under Integrations. Select Send Message Action on the Left pane. From the drop down choices which open up, select Send SMS.
  • Having Clicked on Send SMS, one can go to give the Message a name, and design/ draft the text as per requirement. Click Save.
  • After saving the format, change the Inactive status to Active on the right hand corner of the screen and click Activate. Post Activation, change the Inactive status to Activate on the left hand corner of the screen under Send SMS. A fully configured SMS automation would look as shown below:

You could also choose to test the SMS automation for a specific phone number from within Sendlane before finally activating the SMS and the automation, by clicking on Edit SMS, followed by Send.

  • You can also exercise the option of sending an SMS test trigger from within the Swym Admin Panel, whereby you can simulate the event of a restock on a wishlisted item.
  • Go to Shopify Admin Dashboard, and having selected the right trigger (“Restock Alert” in this example) and fill out the selected phone number, click on send test trigger – this time from within Shopify Admin Panel, to simulate sending of email based on Swym events/ triggers.
  • Check if you receive the triggered email in your mobile phone/ device.

Marketing Messages: Using Merge Tags for Quickly Setting Up Automations

  • You will recollect that with the Shopify<>Sendalane integration, you have the capability to re-engage shoppers in an effective manner with personalized alerts on the products that are of interest to them based on dynamic content generated from the shopper intent captured by Swym.
  • Setting up of automations in Sendlane is a crucial link to be able to hit up shoppers with more engaging and relevant promotional content, to ultimately drive better results in terms of shopper conversion, from your email/ SMS campaigns.
  • Please note that different email/ SMS service providers have their own formats and methods for using merge tags. So in this final section we dwell on the how-to of drafting content for a marketing message (Email/ SMS) by leveraging merge tags effectively in a Sendlane-specific context.
  • You need to start with a declaration, as shown below:
    {% set data = trigger.getCustomEventData() %}
S NoMerge TagSample ValueWhat does this Populate?
1{{data.eventTime}}2024-01-31T21:12:19ZWhen was this event triggered
2{{data.imageURL}}https://cdn.shopify.com/s/files/1/0700/0722/6674/products/18k-rose-diamond-earrings_620x620.jpg?v=1672732521URL of the product image
3{{data.listName}}My WishlistName of the Wishlist
4{{data.productBrand}}Supply DarkProduct Brand
5{{data.productCategory}}EarringsProduct Category
6{{data.productId}}8076431786290Unique product Identifier on the Merchant’s store
7{{data.productName}}18k Bloom EarringsDescriptive Product Name
8{{data.productOriginalPrice}}$695.95Original Price
9{{data.productCurrentPrice}}$495.95Current Price
10{{data.productURL}}https://swym-integrations-smsbump-staging.myshopify.com/products/the-collection-snowboard-oxygen?empi=8648095203628&epi=46752749191468&sw-rfr=4e20&swid=cdc6699a-1d5d-4076-87a9-0fb6efc10b39&variant=46752749191468Product URL on the Store Front
11{{data.productQuantity}}1Product Quantity
12{{data.SKU}}skuStock Keeping Unit: A distinct type of item for sale, purchase, or tracking in inventory, including all attributes that distinguish it from other item types.
13{{data.variantId}}44339644399922Unique Id for a Variant of a Product on the Merchant’s Store
14{{data.variantInfo}}archVariant Description
15{{data.user}} is an object with 2 key-value entries:
15a.{{data.user.medium}}emailThe medium shopper has opted for (sms/email)
15b.{{data.user.mediumvalue}}someone@swymcorp.comPhone Number/Email of the User
  • Currently, Sendlane doesn’t support conditional splits based on custom event properties to select the channel (viz SMS/ Email). This means sending email or SMS based on custom properties from Swym payload is not possible (this would come from the medium field in the payload).
  • Consequently, if you wish to use the email channel to reach the shopper, you would need to create a separate automation for it (e.g. Add to Wishlist (email)) for each of the Swym triggers separately. However, allowing for conditional split by the user-preferred-medium (email /SMS) is on Sendlane’s roadmap and will be accomplished soon.
  • Some of the more complex use-cases relate to sharing information related to a range of wishlisted products with users, when triggered by certain Wishlist Plus or Back in Stock events such as Share a Wishlist, a Wishlist Reminder, or Save of Later (SFL) Reminder. However, the good news is that such events are also supported by the Sendlane<>Swym Integration using arrays (of products).
  • It is in no way necessary to always use all the listed merge tags. You may find that a functional subset  can often meet your need quite adequately, e.g. the merge tags used in the Price Drop Alert SMS in this playbook are as shown below:-

Hey {{contact.first_name}}
{% set name = trigger.getCustomEventName() %}
{% set data = trigger.getCustomEventData() %}
{{ data.productName }}
{{ data.productURL }}
{{data.productOriginalPrice}}
{{data.productCurrentPrice}}
{{ contact.phone }}