Connecting Stockagile will allow you to import new contacts from your store and their orders in real-time. This enables you to track the results of your campaigns, create precise user segments, and set up automations.
To integrate Stockagile and Instasent, you will need to follow these steps:
1. Create a project and connect Stockagile
When creating a project, you can directly connect your Stockagile account, or if you already have a project, go to the Data Sources section and select it:
An overview will be available showing what you can do when installing Stockagile; click 'Install Stockagile' and follow the steps.
2. Configure
You will need to specify a name for the connection, the default country for contacts, the regional settings, and the timezone:
3. Merge*
*If this is the first data source you are connecting, this step will not appear yet.
Remember that you can connect many data sources (multiple .CSV files, spreadsheets, different technologies like Make, Shopify, Klaviyo, etc.). Instasent unifies and groups all this audience coming from all these sources.
Based on what value will you unify potential duplicate data from among your different data sources? If you choose, for example, the email, all contacts with the same email will be unified and their information will be aggregated. You can find more information in this article.
4. Tags
It involves tagging these contacts. Keep in mind that we import tags from Stockagile, so this is about adding an additional tag
5. Finalize the integration in your Stockagile account
The App will display three URLs that you will need to configure the Stockagile webhooks.
Follow these steps:
Copy the first URL, 'Client created'
Open your Stockagile account and go to Settings > Webhooks
Click the blue 'New Webhook' button
Name the Webhook, indicate its type (Client created) and paste the URL you copied from Instasent. Click Save.
Create the other 2 webhooks, Customer updated and Order updated, following the same steps.
In the Instasent App, click 'Finish'.
Once these steps are confirmed, you will have this connector available in the Data Sources section, where you can have an overview and activity. You will also be able to send the first campaign. All contacts will be available in the Audience section, where you can apply filters and create segments.
