Connecting BigCommerce API to your Plumb5 account.

To enable the API

1.) Login to your store’s control panel.

2.) Click on Users.

BigCommerce Configuration for Plumb5

3.  Edit the user for which you wish to enable the API.

BigCommerce - Edit User

4. Scroll down to the bottom of the screen, and check the box next to
Yes, allow this user to use the API.

BigCommerce - activate API

5. You will then get the API URL and Token for that user.

6. Click Save.

BigCommerce - Save Config

 

If you ever need to re-generate the API Token, you can navigate back to this area and click the
Generate New Token button. Just remember to Save,  so you can use the new token in your third-party integration.

Once this is done, login to your Plumb5 account to enable user and product list synchronization

Select BigCommerce in the dropdown, and submit your username and API key to configure

BigCommerce API Configuration with your Plumb5 account

 

 

Once done, select customer or product to sync data

Big Commerce Plumb5 synchronization

and now you are ready to run product reports and customer segmentation on Plumb5.

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Shopify API Configuration on Plumb5

API Configuration for User and Product Synchronization on Shopify

User Synchronization will help in importing all contacts to your Plumb5 dashboard which will enable the manager to run mail campaigns, periodic/cycle based campaigns or look up for demographic and social profiles

Product Synchronization will help in generating reports by product categories, price and events. Integrating product info and price will help analyze the potential sales by measuring unique views/add to carts before sign-ups, which are not available on Magento reports

Sign in to your Plumb5 dashboard. On the top right corner of your account box, click the manage link

Select Shopify in the dropdown menu  and submit your Name, Key, Store URL and the secret, to configure

Shopify Configuration on Plumb5

Once done, select customer and product in your dropdown to synchronize with your store app

Shopify Configuration on Plumb5

and you are done!

 

Plumb5 scripts for your Volusion templates

Installing Plumb5 in Your Volusion Template

As a template-driven solution, Volusion only needs to be updated in the main template to track . Once installed in the main template page, Volusion will dynamically build your store pages, inserting the necessary plumb5 Analytics tracking code that will capture the data. To begin

Log in as an admin to your Volusion store.

Navigate to File Editor under the Design menu tab.

Plumb5 for Volusion Webstore

Once in File Editor, you will see a set of “shortcuts” on the right.  Click on the first link underneath “Design Files” which is your live template your store is using.  This name will vary from store to store

Plumb5 for Volusion Webstore

Scroll to the bottom and insert the following Plumb5 code just before the </body> tag.

Plumb5 for Volusion Webstore

 

 

 

Customer Analytics on your buildabazaar store

If your store is built on buildabazaar.com, you can easily integrate Plumb5 and set up effective conversion campaigns on your store

Inserting Plumb5 scripts to your store pages

Login to your website with admin ID and Password so that you can see the user interface editor.
Click on the spanner tool icon to open the menu as illustrated.

Click on the “footer” link

BuildBazaar -Inserting  Plumb5 script

Click on “edit icon” , to open the editor and as illustrated below, click HTML to open the source editor. Paste your Plumb5 scripts (analytics or personalization or chat) here

BuildaBazaar - HTML Editor

To tag customers to their sessions for behavior and interaction analysis,  we will need to add the code snippet specified below

Click here to login and collect your code snippet for your buildabazaar webstore

Guide on how to get SalesForce security token

Here is a quick help on how to get the security token, in order to configure SalesForce to your Plumb5 account

Login to your SalesForce Account

Reach out to My Settings

SalesForce Settings

 

On your left hand menu, under Personal, click “Reset My Security Token

SalesForce Security Token

 

Click the “Reset Security Token” button and the token will be sent to your email address associated with your SalesForce account

sf5

 

Use the token during configuring SalesForce contacts to your Plumb5 account.

Sync SalesForce contacts with your Plumb5 account

Integrating Salesforce contacts

You can synchronize your SalesForce contacts by just configuring the API access and token. The contacts will be available in Plumb5 Contact base, where you can start engaging them through mail and onsite campaigns. Now, you have access to the contacts behavior and social preferences. You can segment your contacts based on behavior and run personalized campaigns to monitor responses.

Setting it up

Log in to your Plumb5 account and click on the manage account link to get to the configuration tab

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