Cordial

Connecting Cordial to Poplar

To integrate Cordial with Poplar you can refer to the Automated Messages section of their documentation while following the step-by-step guide below.

1. Login to Cordial, click the Message Automation dropdown on the left and select the Rest Automations page at the bottom.

2. Create a new message automation by clicking the green + New button. Give the message automation a unique name based on use case, select any applicable tags, leave the Channels section set to "Rest" and Continue.

3. You'll be brought to the automation settings where you'll see a list of REST Parameters and REST Post Processing scripts. 4. Click the Edit button to the far right of REST Parameters and enter the following settings:

Parameter	Value
HTTP endpoint	https://api.heypoplar.com/v1/mailing/
HTTP request method	POST
HTTP request header	Authorization : Bearer <Test or Production API Token>
Content type	application/json

We strongly recommend you use a Test API key to start. Once your workflow is set up successfully and running in test mode, go back into the REST Parameter settings and swap it out for a Production API key to begin mailing.

5. The Script section at the top is where you'll enter logic for the recipient data being passed to Poplar. If your Poplar campaign has address enrichment enabled, only email and any other custom merge tag data needs to be passed. If mailing to existing customer addresses, you'll pass in the full address. Examples of each can be copy, pasted, and adjusted as needed: Mailing Address

{
"recipient": {
"full_name": "{$contact.first} {$contact.last}",
"address_1": "{$contact.geo_mailing.street_address}",
"address_2": "{$contact.geo_mailing.street_address2}",
"city": "{$contact.geo_mailing.city}",
"state": "{$contact.geo_mailing.state}",
"postal_code": "{$contact.geo_mailing.postal_code}"
},
"campaign_id": "XXXXX-insert unique campaign ID-XXXXX",
"creative_id": "XXXXX-insert unique creative ID (optional)-XXXXX"
}

Address Enrichment

{
"recipient": {
"email": "{$contact.channels.email.address}"
},
"campaign_id": "XXXXX-insert unique campaign ID-XXXXX",
"creative_id": "XXXXX-insert unique creative ID (optional)-XXXXX"
}

6. Click the Preview button in the top right to see a preview of the request, and make sure all of the data maps properly. If everything looks correct, hit the Back button in the top right then Save the settings. 7. Once your settings have been saved, click the Send Test button in the top right to test the integration. If the connection is successful, you'll see a mailer appear under the campaign's History tab:

8. If the connection is successful, Publish and move on to the Event Triggered settings on the left under Sending Methods. 9. Click the Edit button to the far right of Trigger Events to set the desired trigger conditions. Audience Filters can also be added to refine your target audience if needed.

10. Be sure to Save then Enable the trigger to set it live! Recurring sending methods can also be enabled for use cases such as buyer anniversary, monthly customer birthday discounts, etc.

This integration was built with daily automated workflows in mind, and cannot support a data push exceeding 15,000-20,000 in one batch due to API rate limiting. For large batched mailings, you'll want to export your audience segment from Cordial and then mail via a One Time Send. If you have any questions reach out to [e-mail] for assistance.

Merge Tags and Variable Data

Coupon codes, loyalty status, and even browsed items are among many examples of variable data stored in Cordial that can be passed to Poplar, and utilized in Creative design via custom merge tags.

To pull variable data into your creative, it must be uploaded to the platform as an HTML file.

When setting up your Rest Automation, you'll need to include the merge tags and their dynamic values as an object in the Script section of your REST Parameters. Here's one example:

You'll know the request is successful and the merge tags are mapping accordingly if a test mailer appears in the campaigns History tab, same as above. Click into the mailer and scroll down to see the request details:

Reach out to [e-mail] for additional assistance