If you want to send out a guide in a personal newsletter or on a page where the user is already logged in with an email, you can add an email parameter. This avoids the user having to enter their name and email on the info or end card, which increases the likelihood of data collection.
This guide will show you how.
Step 1
Log in to your favorite email and marketing automation platform. In this example, we are using MailChimp. Then, create your newsletter as usual.
Step 2
Then log in to your Roccai profile and click the share icon in the menu top left corner. Create a new link and copy the module by clicking the link icon.
Step 3
Add the link to your newsletter. It could be in a button like this:
Step 4
Then open User Specific Parameters in Roccai:
Step 5
Then, add a URL Parameter. It could be name, email, etc., but in this case, it is the email. Make sure that the parameter and type are identical. Then press COPY.
Step 6
Add the parameter to the end of the module URL like this. Add & and the parameter, equal to and *|EMAIL|*Here is an example:
As we illustrated in our Product Feed Generation Guide for WooCommerce, the easiest way to generate a product feed is with a plugin. In this step-by-step guide, you will learn how to get product feeds from Shopify using the FeedFusion plugin.
1. Introduction: How to Get Product Feeds from Shopify
What are Product Feeds?
Product feeds are files that contain detailed information about your products, such as titles, descriptions, prices, and images. You can use these feeds to upload product information to the Roccai platform to generate your User Journey. The feed should be a live URL and in XML or JSON format.
Why Use FeedFusion?
This guide will focus on the FeedFusion plugin for Shopify, which simplifies the process of generating product feeds. It offers advanced filtering options, making it easy to create tailored feeds that meet specific needs and ensuring that your product information is accurate and up-to-date across all platforms. There are other plugins available if you prefer.
2. Setting Up FeedFusion on Shopify
Installing the FeedFusion Plugin
Go to the Shopify App Store: Open your Shopify admin panel and navigate to the App Store.
Search for FeedFusion: Type “FeedFusion” into the search bar.
Install the Plugin: Click on the FeedFusion app and click the “Add app” button. Follow the on-screen instructions to install the plugin.
Authorize the App: Once installed, authorize FeedFusion to access your Shopify store data.
Initial Configuration
Open FeedFusion:Open the FeedFusion app from your Shopify admin panel after installation.
Set Up Your Account: Follow the prompts to set up an account. This will include entering your business details and preferences.
Configure Basic Settings: Adjust the basic settings such as default currency, language, and target markets.
3. How to Get Product Feeds with FeedFusion
A FeedFusion video guide
Accessing FeedFusion
Navigate to FeedFusion: In your Shopify admin panel, go to Apps and click on FeedFusion.
Dashboard Overview: This is where you’ll manage all your product feeds.
Creating a New Feed
Select Manuel Feed Creation, click “Create New Feed”, and then “Add Feed”.
Choose a Template: Select a Custom Template.
Select XML format
Select Products: Choose which products you want to include in your feed. You can select all products or specific collections.
Name the feed, check language etc.
4. Apply filters in FeedFusion
Find Roccai under Applied Filter
In the column to the right, you find Roccai under Applied Filter.
Select Roccai
Or Set Up Filters
Access Filters: Within your new feed, navigate to the Filters section.
Add Filters: Click “Add Filter” and choose from the available options, such as price range, product type, or stock status.
Customize Filters: Adjust the filter settings to match your specific needs. For example, you can set a filter to include only products above a specific price.
For Roccai, we need the following
Go to Feeds in the menu to the left and click on Template in the tab.
Make sure that the template have the following:
id (required)
title (required)
subtitle
description (required)
imageUrl (required)
link (required)
tags
categories
price
sales price
status (in stock etc.)
5. Generate and Using Your Product Feed
Generate the Feed
Generate the Feed: Click “Generate” and copy the link.
Upload the Feed:
You can read more about this process in our guide: Getting Started.
If you have any questions or run into any issues, feel free to reach out to our support team or consult the additional resources provided.
This guide will walk you through the steps to export your data from Roccai to your chosen dashboard platform. You can either use Roccai’s API directly or set up a scenario with Zapier or Make, depending on your platform.
Since we do not automatically send data, Zapier needs to request it at scheduled intervals. To achieve this, you can use the Schedule by Zapier app, which allows you to define when Zapier should retrieve data from our API.
For example, you can set up Zapier to request data every hour instead of waiting for an automatic push. This ensures that the latest data is always available when needed.
Go to company settings https://app.roccai.com/company-settings
Select API, press Generate Token, and copy the token.
Find Your Company Name In this field, you can fill out your company name or something that you use to identify which account you are signed in to.
Action
Important: Handling Multiple Zapier Integrations
If you set Get Newest Data to True and have multiple Zapier integrations connected to the same module, you will need to create a separate Token for each Zap. This ensures that each Zap retrieves the correct and most recent data independently.
Locate the Module ID and Campaign ID:
The Module ID can be found here:
The Campaign ID is obtained by clicking the Share Icon in the menu, selecting the desired campaign, and clicking copy.
Test
Finally, test your trigger.
Step 4: Filter by Zapier
To handle if the Result returns an empty list, add the app Filter By Zapier. This will stop the zap from entering the loop with an empty list.
App & Event
Configure & test
The zap should only continue if the Result Exists.
Step 4: Loop through results
The list of user journeys is available within Result, therefore we need to loop through them in order to create a separate line for each journey.
App & Event
Add a new connection called Looping by Zapier and choose Create Loop From Line Items
Action
Under Action define the values you want to loop through.
Here is an example:
Test
Your data will come out like this
Step 5: Choose Your Connection
Select the desired connection for your data export. For example, to send data to Google Sheets:
Choose the Google Sheets zap.
Create a Google Sheet with the desired headers.
App & Event
Choose the Google Sheets event, for instance:
Account
Connect the sheet to Zapier.
Action
Test
Test the step to ensure the data is correctly imported into the sheet.
Step 6: Need More Help?
If you need further assistance exporting your data from Roccai, please contact us via chat support.
This guide shows how to export your data from Roccai into your dashboard platform. Depending on your platform, you can either use the API from Roccai and do it directly or set up a scenario with Zapier or Make.
Step 1
Please create a profile with Make (cheaper than Zapier) or login here. Then, you press the button, Create a new scenario.
Step 2
Select the tool HTTP
And then select Make a Basic Auth Request.
Step 3
Log in to your Roccai profile.
Go to company settings https://app.roccai.com/company-settings
Select API, press Generate Token, and copy the token.
Step 4
In the HTTP Scenario in Make, you should then fill out the following:
Step 5
Then, add a URL Parameter. The next steps shown how to get the URL Parameter.
Step 6
Obtain a valid token to access the Roccai API. You can get your token under Settings and API: Here you also find the API Documentation with the different data you can extract.
Step 7
Locate the endpoint that provides the desired information. For instance the userInfo
The Module ID is found here:
The Campaign ID is found by clicking the Share Icon in the menu. Then click the row on the campaign you want to get the ID from and click copy to get the campaign ID
Fill in the details in the API documentation:
Authorization: doesn’t need to be filled out
ModuleId: Specify the required Module Id.
CampaignId: Specify the Campaign Id (CampaignId should only be used for some, such as decisions. It should not be used for products.)
Press the ‘Execute’ button to get a response.
Copy the generated Request URL from the response and add it to Make.
Step 8
If you need more help to export your data from Roccai, write to us in the chat.
1.1. Obtain a valid token to access the Roccai API. You can get your token under CompanySettings and API:
Log in to your Roccai profile.
Go to company settings https://app.roccai.com/company-settings
Select API, press Generate Token, and copy the token.
Step 2 – Retrieve Data
2.1 Locate the endpoint that provides the desired information.
The Module ID is found here:
The Campaign ID is found by clicking the Share Icon in the menu. Then click the row on the campaign you want to get the ID from and click copy to get the campaign ID
2.2. Fill in the details in the API documentation:
Authorization: doesn’t need to be filled out
ModuleId: Specify the required Module Id.
CampaignId: Specify the Campaign Id (CampaignId should only be used for some, such as decisions. It should not be used for products.)
2.3. Press the ‘Execute’ button to get a response.
Step 3 – Copy the generated Request URL from the response.
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