How to integrate Smaregi with SendGrid to register member information in SendGrid when a member is registered in Smaregi
How to Integrate Applications
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2024/11/12
How to integrate Smaregi with SendGrid to register member information in SendGrid when a member is registered in Smaregi
k.ueno
The POS cash register system [Smaregi], which is utilized to support efficient store operations, and [SendGrid], which enables marketing email distribution and analysis. Although these apps have different functions, they each support business growth through store operations, secure customer management, and data analysis. By integrating these two apps, why not automate the current store operations and the cumbersome tasks of customer management? This article introduces a method that allows even programming beginners to easily integrate apps and utilize them for store operations.
Recommended for
・Marketing personnel who want to efficiently collect customer information ・Management staff who hold a lot of customer information across multiple stores ・Those who operate e-commerce sites and manage various customer information ・Store staff who want members to try products and lead to purchases, etc.
Benefits of Integrating Smaregi and SendGrid
Benefit 1: Streamlining Contact Addition to SendGrid
SendGrid has a "Contact Addition" feature, but by integrating with Smaregi, you can automatically add data from Smaregi as contacts in SendGrid, reducing the hassle of manual data updates. Additionally, the quick integration of registration information allows for communication utilizing the latest customer data, potentially speeding up the next approach that leads to repeat customers.
Benefit 2: Accurate Data Management through Integration
By integrating Smaregi and SendGrid, the same customer data can be automatically shared between each app. Since the same information registered in Smaregi is shared with SendGrid, it can be managed as highly accurate data. This reduces the hassle and errors of manual input, allowing staff to focus on more important tasks, potentially improving operational efficiency.
Benefit 3: Follow-up for New Customers
By utilizing SendGrid, sending welcome messages such as membership benefits and exclusive information at the right timing can lead to increased interest in the store or company brand. Automatically adding member information from Smaregi to SendGrid contacts may make such email approaches easier.
[About Yoom]
Hereafter, we will introduce how to create a flowbot that registers member information in SendGrid when a member is registered in Smaregi.
How to Create a Smaregi and SendGrid Integration Flow
Step 1: Connect Smaregi and SendGrid to My Apps
(1) First, connect Smaregi to My Apps. After logging into your Yoom account, click "My Apps" on the left panel and search for Smaregi from "New Connection".
When the Smaregi app icon appears, click it, enter your account name and contract ID, and then click "Add".
(2) Next, let's connect SendGrid. Proceed to the registration screen just like with the new Smaregi app connection, enter your account name and access token, and click "Add".
Now, both apps are connected to your Yoom account.
Step 2: Set Smaregi as the App Trigger
Let's set up the flow bot using the template below.
(1) Open the template above and click on the "Try this template" icon. Since the template will be copied, click the "OK" button.
(2) You will be taken to a screen like the one above, so let's proceed with setting up the Flowbot. First, click on "When member information is registered (Webhook activation)".
(3) Here, enter the account information for Smaregi that you want to link, and confirm that the trigger action is "When member information is registered (Webhook activation)". Click [Next].
(4) As shown above, execution instructions for the settings will be displayed, so proceed with the settings. Click [Test], and if there are no issues, click [Save].
Step 3: Retrieve member information from Smaregi
(1) Once the app trigger in Step 2 is set, the next step is to set up the action to retrieve member information registered in Smaregi. Click on "Retrieve member information".
Similarly, enter the information for the same Smaregi account and confirm that the action item is "Retrieve member information", then click [Next].
(2) Enter the information for "Contract ID" and "Member ID". After completing the input, click [Test].
If there are no issues, click [Save]. This completes the setup to retrieve member information.
Step 4: Register member information in SendGrid
(1) After setting the two actions for Smaregi, proceed to set up the registration of member information in SendGrid.
Click on the third action for SendGrid, "Add new contact to contact list".
Add the account information for SendGrid that you want to link on this screen, and click [Next].
(2) You will transition to the API connection settings, where you should enter the fields for "Email Address", "Last Name", and "First Name". For "List ID", enter or select the desired list ID to which you want to add the contact.
Clicking the input bar allows you to check supplementary information. You can reference the output obtained in the previous step.
Click [Test] to verify if the settings were configured correctly.
(3) After confirming the test was successful, click "Save".
This completes the integration of the two apps. By keeping the "Trigger ON", the Flowbot will automatically activate.
The Flowbot template used this time Register member information in SendGrid when a member is registered in Smaregi
Other Automation Examples Using Smaregi
Here are some other examples of automation using Smaregi. Please utilize them to improve the efficiency of your daily operations.
① Store Daily Closing Information (Sales Information) from the Previous Day's Smaregi in Google Sheets
By storing daily closing information in Google Sheets, it becomes easier to centrally manage sales information. With the features of Google Sheets, you can organize and aggregate data, and create necessary reports and visualizations, which can provide insights for business expansion ideas and operational improvements in the future.
② Notify daily sales information from Smaregi to LINE every day
You can check the previous day's sales without the hassle of logging into Smaregi, as the daily closing information from Smaregi is automatically retrieved via API and notified to a specific LINE chat room.
③ Register product information in Smaregi when a record is registered in SPIRAL
By automatically registering product information registered in SPIRAL into Smaregi, the risk of human error due to manual input can be significantly reduced, leading to improved operational efficiency. Integration with chat tools is also possible, allowing for quick sharing of product registrations within the team.
Summary
By integrating Smaregi and SendGrid, some of the previous tasks can be automated, leading to further efficiency in store operations. Additionally, sharing highly accurate customer data can reduce manual input errors, potentially upgrading the quality of previously performed tasks, and contributing to improved customer satisfaction through automated processes. Please utilize this to reduce complex daily tasks and support strategies to connect with repeat customers.
The person who wrote this article
k.ueno
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