We offer a variety of integrations with various tech and agency partners. For an up-to-date list of all our integrations, view our pages for Tech Partners and Agency Partners.

Last updated: April 13, 2024

Smartrr's integration with Blueprint works by sending automated SMS for upcoming subscriptions, subscription confirmation, and post-order check-ins. These messages can be used for the following use cases:

• Welcoming new subscribers

• Letting a subscriber know when their next shipment is upcoming

• Allowing customers to SKIP or DELAY via SMS response

• Resolving issues with delayed shipments or product questions

Setup

First, you'll need to generate a unique access token in the Smartrr App for Blueprint. Log into your Smartrr admin and navigate to Integrations. Under the API Keys tab, select Create Key.

We suggest naming your Token Nickname and Application Nickname "Blueprint". Before creating, ensure you change the permissions for Subscriptions, Customers, and Webhooks from Read to Read and Write. Press Create and then copy your newly created key.

In your Blueprint admin, navigate to your Integrations Hub and click Smartrr Subscriptions.

Paste your copied key from the Smartrr Admin into the field labeled Smartrr Access Token. Click Test connection and wait for the green tick to appear. Next, click Activate to complete integration setup.

SMS Subscription Management

To set up some of the use cases discussed at the beginning of this article, navigate to the Automatics section of your Blueprint admin. Toggle live (or create) the relevant subscription automations.

• New Subscription

• New Subscription Check-in (1st order only)

• Upcoming Charge

• Recurring Charge Confirmation

❓ Have more questions about Blueprint? Check out their Help Center.

To start, navigate to Integrations and locate the Gorgias card. Click Connect.

In the pop-up, enter your Gorgias domain. Click Connect and Create Widget.

Using the Smartrr Widget

The Smartrr widget should appear if the associated customer in Gorgias has a subscription. This widget will allow brands to manage a customer’s subscription without leaving the relevant ticket page in Gorgias. Below is an example of what a full widget will look like:

Smartrr Subscriber Info

At the top of the Smartrr widget, you'll see the following relevant subscriber information:

• Subscriber name

• Subscriber email

• Has logged in

  • TRUE if subscriber has created an account on your site and signed in

  • FALSE if a subscriber has not created an account on your site and signed in

• Subscriber since

Smartrr Subscription Info

Below the subscriber's customer information, you will see all subscriptions associated with the subscriber and their details:

• Status

  • ACTIVE, PAUSED, or CANCELLED

• Subscription program

• Subscription plan

• Next billing date

• Subscription created

• Order count

• Product names

• Product variants

• Product quantity

• Product SKU

• Product amount

You're able to take the following quick subscription-management actions from within Gorgias:

• Skip next order

• Pause

• Set next billing date

• Unpause

• Cancel

Any actions taken from the Smartrr widget will be added to the ticket history in Gorgias, as shown below:

Editing the Widget

You can always customize the data and buttons that appear in the Smartrr widget by clicking the Edit Widgets settings button:

You'll be taken to a page where you can configure which buttons and information displays:

Manual Integration

Use the below instructions in the event the above instructions do not work. First, go to Gorgias > Your Profile > Integrations > HTTP Integration > Add New Integration. Fill out the information asked. When asked for URL, enter:

https://api.smartrr.com/vendor/order/formatted?filterLike[emailOrName]={{ticket.customer.email}}

You'll have to add a header called x-smartrr-access-token. This is the access token you generated back in the Smartrr app in the Integrations tab.

Now that your integration has been set up and your widget has been created, return to Gorgias and create a sample ticket. Click on the gear in the upper right hand corner to edit the widget settings.

Scroll down the widget view until you locate Smartrr Integration under HTTP data. Drag over any data that you would like to see to the widget sidebar.​

Triggers

Triggers are currently activated by Gorgias only. Every time one of the actions listed in this section (Ticket created, Ticket updated, Ticket message created) is performed, it will send a request to the Smartrr app to pull data from our API.

Custom Actions

Gorgias allows for users to create buttons (custom actions) in the widget. To create a custom action for Smartrr, head over to the Widget Editor in Gorgias.

Once you’re in the widget editor, click Add Button.

A request window will open. From there, you're able to add custom actions on your end.

Include the same header and token you used to create the integration.

Most Smartrr actions require the PUT method and the URL will look similar to the one below:

https://api.smartrr.com/vendor/customer/{{ticket.customer.integrations.42404.data[0].custRel.id}}/purchase-state/{{ticket.customer.integrations.42404.data[0].sts[0].id}}/skip

To get a list of all actions available to you, you can visit Smartrr’s API documentation here.

Last updated: April 13, 2024

Setup

To integrate Attentive and Smartrr, go to the Integrations tab in the Smartrr admin. Find the Attentive card and click Connect.

Click Authorize when prompted to allow Smartrr access to your Attentive account.

Attentive Triggers

The Smartrr x Attentive integration works by sending triggers on a subscriber-level that can be used to create automations inside the Attentive admin based on the below events.

In green we've outlined some example copy for SMS automations that your shop could create using these triggers.

Attentive Journeys

To create a journey in Attentive, navigate to Journeys under Messaging.

Click Create Journey. Create a new journey from scratch.

Select from one of the available Smartrr triggers. You can also filter the trigger list by Smartrr app only.

You're now ready to add steps to your journey. When complete, make sure to Turn on your journey.

Last updated: April 13, 2024

How it works

Smartrr's integration with Klaviyo can be used in conjunction with or in place of Smartrr's native email .

The following triggers are available to be passed from Smartrr to Klaviyo:

Custom Properties

In addition to passing triggers, the following custom properties will be passed to individual Klaviyo profiles:

Setup

To integrate Klaviyo and Smartrr, grab your public API key from your Klaviyo dashboard under Account > Settings > API Keys.

Your Public API Key is pre-generated at the top of the page. Copy this key.

In your Smartrr dashboard, navigate to Integrations. Under Manual Integrations, find Klaviyo and press Connect to enter the public API key you copied from Klaviyo.

So that you can immediately begin using all Smartrr-related metrics in your Klaviyo flows, upon successful connection we will immediately create a profile in your Klaviyo "hello@smartrr.com" that will fire all 11 available triggers once. ✅

Customer Profiles & Payloads

Once your integration is setup and syncing, you'll also be able to view subscription-level metrics detail on customer profiles within Klaviyo.

Click on Details to view the payload information that is passed along with each individual metric.

The information in the payload can be referenced as dynamic tags when designing your Klaviyo emails. For example, if you started a flow with the trigger Smartrr: Subscription created and wanted to reference one of the events in the payload, use the tag {{ event.event_name}} replacing event name with your desired variable in the body of your email.

You can use Klaviyo's preview feature to help locate tags. When in preview mode for a flow email for a customer, click in the information you'd like to populate and the corresponding tag will display. In the below example, we've clicked on the with the dynamic tag for subscription frequency: {{ event.frequency_unit }} . When put into the body of an email this will render the word "month" in the customer's email.

Last updated: April 13, 2024

Through the Smartrr app, you can connect to migrate your subscriptions from Recharge and to connect Stripe as a secondary gateway.

Under Integrations, find the Recharge card under Migrations and click Connect.

You will be prompted to add your Recharge API key.

Last updated: April 13, 2024

Integration Setup

If you are a shop on Shopify's Advanced or Plus plan, make sure you have downloaded Shopify Flow app from Shopify's App Store.

Next, navigate to Integrations in your Smartrr admin under CONFIGURATION. Find the block for Shopify Flow and press Connect. Your connection will automatically be enabled.

Integration Triggers & Actions

The following are available as triggers/actions from Smartrr from within Shopify Flow:

*Note—if using "Skip next order" as an action, you'll need to add the variable for the subscription ID:

Setting up a Flow

To set up a flow, open Shopify Flow from within Apps in your Shopify admin. Click Create workflow.

From Installed App Triggers, you will see Smartrr in the sidebar. Click to reveal the full list of triggers and actions available to be added as nodes to your workflow.

Last updated: April 13, 2024

What are webhooks?

Webhooks are auatomated messages sent between apps when something happens. They are useful as standalone alerts or to use as triggers for another action. They contain a message – or payload – in the form of a url.

How do you use webhooks in Smartrr?

Within the Smartrr app, navigate to Integrations under CONFIGURATION in the left-hand menu. Click Add Webhook.

You can link your webhooks to any of the following subscription events:

• Subscription activate

• Subscription cancel

• Subscription create

• Subscription failed payment

• Subscription gift

• Subscription pause

• Subscription send now

• Subscription next send date

• Subscription skip

• Subscription successful payment

• Subscription un-skip

• Subscription upcoming order

• Payment method update

Within the field labeled URL, enter the url of the receiving application, then select which event you’d like your webhook to listen for.

How it works

LoyaltyLion platform creates loyalty programs that go beyond points and rewards, driving greater customer lifetime value and cost-effective acquisition through better customer relationships.

Together, Smartrr makes use of the subscription discount vouchers found in LoyaltyLion so all of your customers can take advantage of your loyalty program, wherever they are in your subscription stages.

You can create vouchers for:

• Initial subscriptions

• Active subscriptions

• Discount codes for multiple subscription orders

• and more…

Setup

Click on the tab that says Manage.

On the left, find Activity rules and click Create new reward.

Click on Discount.

Choose to set a discount to work on either one-time purchases, subscription purchases, or both depending on your brand's strategy. You can also choose whether this discount will apply to only the first payment, multiple recurring payments, or all recurring payments. Click save.

Subscription codes created from this Discount Reward can then be used on all subscriptions powered by Smartrr.

Last updated: April 13, 2024

Setup

To integrate Postscript and Smartrr, first create a security key pair from your Postscript dashboard under Settings > API.

Once created, show and copy your Private Key to your clipboard. Paste this key in your Smartrr admin under Integrations.

Click Confirm. Once saved, your integration setup is complete!

Postscript Triggers

The Smartrr x Postscript integration works by sending triggers on a subscriber-level that can be used to create automations inside the Postscript admin based on the below events.

In green we've outlined some example copy for SMS automations that your shop could create using these triggers.

Jump to the section below to learn how to set up automations in Postscript using Smartrr triggers.

Postscript Automations

To create an automation in Postscript navigate to Automations under Messaging.

Click Create Automation. Be sure to choose the Legacy option.

Select Custom Automation.

Select any of the triggers that begin with Smartrr: to proceed.

You're now ready to add your desired SMS copy and set a wait period. You can set a wait time as low as 1 minute.

To add dynamic tags to your SMS automation, click More and Add Tags. The default tags scoped to Postscript include shop_name, first_name, last_name and shop_link. To add Smartrr-specific dynamic tags, reference the below table for tags associated with each trigger:

Customer Keyword Responses

Your customers can use specific keywords to trigger certain actions on their subscription.

Skip

To set up a prompt for the customer to SKIP, set up a legacy automation with the automation trigger: Smartrr: Upcoming Order.

{shop_name}: Heads up: your upcoming subscription from {shop_name} will ship in 3 days. Not quite ready? Just reply SKIP. To manage your subscription go to {account_page_link}

To set up a response to SKIP, set up a second legacy automation in response to the trigger: Smartrr: Order Skipped.

{shop_name}: Confirmed! Your upcoming subscription will be skipped. Your next order will be on {new_delivery_date}. To manage your subscription go to {account_page_link}

FAQs

1. Where can I track Smartrr messages in Postscript? You can view your message analytics in your Postscript dashboard under Analytics > Messages. You can also view direct customer responses to automated messages in Messaging > Responses.

🕒 Coming soon...

The below features will be coming soon to the Smartrr x Postscript integration:

• Text DELAY to delay a subscription

• Ability to pull in dynamic Shopify customer data into SMS