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Creating referrals via Bloomreach Engagement

In this tutorial, let's set up Bloomreach Engagement to generate referral codes in Talon.One and deliver them to your customers via email.

Talon.One requirements​

Bloomreach requirements​

  • You have set up an email provider.
  • You have set up a consent category.
  • You have a way to identify a given customer across Talon.One and Bloomreach. For example, the customer's email address in Bloomreach matches the integration ID in Talon.One.
tip

A good understanding of email marketing can help you tailor your scenarios effectively. We highly recommend you read the Bloomreach documentation first.

Setting up the integration​

1

Create an Integration API key​

An Integration API key allows authentication for incoming webhook requests in Talon.One.

To create an API key:

  1. In your Application, click Settings > Integration API Keys.

  2. Click Create API Key.

  3. In the Create API Key drawer, if you are asked for a key type, select Production.

  4. In Key name, type a name to identify the key.

  5. In Key expiration date, select a date.

  6. In Third-party integration, select Yes.

  7. From Platform, select Customer Engagement Platform.

  8. Click Create API Key.

  9. Click to copy the key for use.

    10. note

    You cannot view or copy the API key after closing the drawer. If you lose it, create another API key.

2

Configure webhook authentication​

In Bloomreach Engagement, let's configure the webhook authentication for Talon.One so that data can be passed securely in the webhook request. We will use this webhook authentication while creating a scenario in a later step.

To configure the webhook authentication:

  1. In Bloomreach Engagement, open Data & Assets > Integrations.

  2. Click Add new integration

  3. Click HTTP Authentication Schemas.

  4. In Endpoint, type the following endpoint URL:

    GET Create referral
    https://integration.talon.one/customer_engagement/referral
    See API Docs

  5. Click Custom headers, and enter the following headers:

    KeyValueType
    AuthorizationApiKey-v1 YOUR_API_KEY, where YOUR_API_KEY is the API key you created.public
    destination-hostnameThe base URL of your Talon.One deployment, for example, mycompany.europe-west1.talon.one.public
    customer-engagement-platform-nameBloomreachEngagementpublic

  6. At the top-left of the page, click the name of the integration to rename it appropriately.

  7. Click Save integration.

3

Create a scenario​

In Bloomreach Engagement, let's create a scenario to create a referral code in Talon.One and use it in an email.

For this tutorial, we'll create a simple demo scenario that sends an email one minute after you start the scenario. To do so:

  1. In Bloomreach Engagement, open Campaigns > Scenarios > New Scenario.
  2. (Optional) At the top-left of the page, click the name of the scenario to rename it appropriately.
  3. Add a Now trigger and a Wait operator and connect them.
  4. Double-click the Wait operator and set Specific time period to 1 minutes.
  5. Add a Webhook action and connect it to the Wait operator.
  6. Double-click the Webhook action and configure the following parameters:
    1. In the Editor tab:

      1. Click the POST dropdown and change it to GET.

      2. Enter the following URL:

        https://integration.talon.one/customer_engagement/referral?campaignId=YOUR_CAMPAIGN_ID&advocateProfileIntegrationId=CUSTOMER_INTEGRATION_ID

        • YOUR_CAMPAIGN_ID is the ID of your campaign in Talon.One.

          tip

          To see the campaign ID, open your Talon.One campaign and check the URL in your browser.
          For example, if the URL is https://mycompany.europe-west1.talon.one/applications/198/campaigns/373, the campaign ID is 373.

        • CUSTOMER_INTEGRATION_ID is a unique identifier of your customers.
          Use Jinja expressions to reference customer attributes in Bloomreach. For example, to reference the customer's email address, use {{ customer.email }}.

          Referral codes will be assigned to customers with this integration ID in Talon.One. For example, if the customer's email address is john@doe.com, the advocate of the referral code will be the customer john@doe.com. A customer profile with this integration ID must already exist in Talon.One.

      3. Click the Do not process response dropdown and change it to Process response as JSON.

    2. In the Settings tab:
      1. Enable Authentication and select the webhook authentication you created.
      2. In Other, select the required consent category for your customers.
    3. Click Done.
  7. Add an Email action and connect it to the Webhook action.
  8. Double-click the Email action, click HTML builder, and configure the following parameters:

    1. In the Editor tab:

      1. In Subject line, enter the title of the email.

      2. Add the following HTML code:

        <html>
        <head><meta charset="utf-8" /></head>
        <body>
          <p>Your referral code: {{ webhook.code }}</p>
        </body>
        </html>

    2. In the Settings tab:

      1. In Recipients, choose Customers matching campaign if you already set up a campaign, or Set recipient manually to test the scenario with a single recipient.
      2. In Consent category, select the required consent category for your customers.

    3. Click Done.

  9. Click Save.

The scenario should now look like this:

Screenshot of the scenario in the editor

tip

You can also create a webhook preset, which is a reusable webhook template that you can use in your Bloomreach Engagement scenarios.

4

Run the scenario​

Before you run the scenario you created, you can test and preview the complete workflow in the Test tab.

To run the scenario, click Start. You will see a confirmation window indicating how many customers will be affected by the scenario run.

After one minute, an email will be sent to the configured recipients, containing the text Your referral code:, followed by the referral code generated in Talon.One.