First steps
User Data
- Email Builder Review
- Designing your email
- Creating a Synchronized Module
- Setting Responsivity
- Building Smart Containers
- Creating a Gmail Promotions Annotation
- Adding a Rollover Effect
- Adding a Background to an Email
- Adding Anchor Links
- Adding a Video to an Email
- Adding a Table to an Email
- Adding a Custom Font
- Adding Social Media Buttons
- Editing HTML and CSS
- Working with “Images” block
- Using AI in the Email Editor
Omnichannel
- SDK for Mobile Apps
- Managing mobile SDK access keys
- Connecting Mobile App
- Creating a Google Project for Mobile Push Notifications
- Creating Mobile Push Messages
- Setting Up Delivery and Clicks Analytics
- Deep Links and Universal Links
- Scheduled Mobile Push Message
- Sending Test Messages from the Event Debug View
- Setting Up Widgets for Your Site
- Widget Calling
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Yespo Extension for Google Chrome
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Replacing Double Opt-In System Workflow
- Setting Up Locations for the Widget Calling Rules
Automation
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Widget Report
- Triggered Campaign Report
- AMP Campaign Report
- SMS Campaign Report
- Multilingual Campaign Report
- Setting up UTM Tags
- Revenue from Campaigns
- Tracking Campaign Performance in Google Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Integration
Integration with Google BigQuery
Step-by-step guide how to export data from Yespo, your CRM, different databases to BigQuery. It allows you to manage and store all data, create multiple additional fields and custom reports, etc. in one place.
Important
Please note that this integration is available only in the Growth and Enterprise plans
Yespo provides two options for BigQuery integration:
- Exporting data from Yespo to BigQuery
- Using data from BigQuery for segmentation and substitution of external data in messages.
To configure the BigQuery integration:
- Register at Google Cloud Platform
- Get a project key
- Create tables in Google BigQuery
- Configure two-sided BigQuery - Yespo data transfer
If you already have a project key and have configured the BigQuery tables, you can go directly to the connector settings.
Creating a Project Key
1. Create a Google Cloud Platform account.
2. Select a project → APIs & Services → Credentials.
3. Click Create credentials → Service account.
4. Enter a service account name and click the Create and continue button.
5. Select BigQuery Admin role, click Continue → Done.
6. Click the link Manage service accounts on the main page of the Credentials section.
7. Click on the three dots opposite created account and select the option Manage keys.
8. Click on the Add key button and select Create new key option in Keys section.
9. Select JSON key type and click Create.
10. The browser will automatically download the key to the download folder.
Setting up BigQuery Connector
1. Go to your profile → Settings → Connectors → and select Connect BigQuerry.
2. Fill in the Name field and upload the key file. Set unique contact field: select a table column that contains a unique contact key and Yespo's unique contact key. They should match.
You may click Validate connection to test whether the authorization data is correct. You will see the notification if the connection is successful or not. If the connection fails, check the entered data and contact your system administrator if needed.
3. Click Save.
You will see created connector in Settings → Connectors. Click the tab with its name to edit the connector’s parameters.
Exporting Data to the BigQuery Table
To regularly update information about the audience, contacts' activity in widgets, orders and campaign results in BigQuery, set up data export to tables. For example, you can export responses to an NPS survey, purchase history, date of the last click in a message, etc.
Available datasets for export:
- contactActivities;
- contacts;
- orderItems;
- orders
- revenue.
This information will be transferred to BigQuery and will update the data in the tables once a day after setting up.
Important
You don’t need to pre-create BigQuery tables. They will be generated automatically at the first export, and since that all the incoming data will be updated. All the table names will correspond to the data sets (contact activities, contacts, order items, orders)
List of Data Export Parameters
ContactActivities
Parameter | Type | Description |
---|---|---|
activity | string | Activity status:
|
broadcastId | int | Broadcast ID |
campaignType | string | Campaign type:
|
clickEventLink | string | Contains the link clicked by a contact (when the status is CLICKED) |
contactId | int | Contact ID in Yespo (Internal) |
errorCode | string | Delivery error SMTP and description |
eventKey | string | Event key |
eventTypeKey | string | Event type key |
externalCustomerId | string | Contact ID in your system (External) |
mediaType | string | Media type (Sms, Email, WebPush, Viber, MobilePush, AppInbox, Widget) |
messageInstanceId | int | Service field |
messageLanguageCode | string | Message language code |
messageName | string | Message name in Yespo account |
messageTags | string | Message tags |
messageURL | string | Contains the link to the email web-version |
senderName | string | Viber sender name |
started | timestamp | Day and time of message sending (format: '2021-10-08 11:11:02') |
utmCampaign | string | Campaign UTM |
workflowId | int | Workflow ID |
workflowInstanceId | int | The identifier of a particular workflow launch. Use it to group mailings within the launch of a workflow. |
Contacts
Parameter | Type | Description |
---|---|---|
contactId | int | Contact ID in Yespo (Internal) |
contactSource | string |
Contact source:
|
createdDate | timestamp | Contact creation date and time (format: '2021-10-08 11:11:02') |
string | Contact email | |
emailDomain | string | Email domain |
emailStatus | string | Email status |
externalCustomerId | string | Contact ID in your system (External) |
firstName | string | Contact first name |
languageCode | string | Contact language code |
lastClickedDate | timestamp | Day and time of the last click (format: '2021-10-08 11:11:02') |
lastName | string | Contact last name |
lastReceivedDate | timestamp | Day and time of the last delivery (format: '2021-10-08 11:11:02') |
lastSentDate | timestamp | Day and time of the last sending (format: '2021-10-08 11:11:02') |
lastViewedDate | timestamp | Day and time of the last opening (format: '2021-10-08 11:11:02') |
sms | string | Phone number |
totalClicked | int | Total clicks amount |
totalReceived | int | Total received messages amount |
totalSent | int | Total sent messages amount |
totalViewed | int | Total viewed messages amount |
OrderItems
Parameter | Type | Description |
---|---|---|
cost | float | Product price |
description | string | Product description |
externalProductId | string | External product ID |
imageUrl | string | Product image link |
name | string | Product name |
orderDate | timestamp | Order creation date (format: '2021-10-08 11:11:02') |
orderId | int | Order ID in Yespo (Internal) |
quantity | int | Number of products |
url | string | Product URL |
Orders
Parameter | Type | Description |
---|---|---|
contactId | int | Contact ID in Yespo (Internal) |
deliveryAddress | string | Delivery address |
deliveryMethod | string | Delivery method |
discount | float | Discount |
string | ||
externalOrderId | string | External order ID |
firstName | string | Contact first name |
lastName | string | Contact last name |
orderCreatedDate | timestamp | Date of order creation in Yespo (format: '2021-10-08 11:11:02') |
orderDate | timestamp | Order creation date (format: '2021-10-08 11:11:02') |
orderId | int | Order ID in Yespo (Internal) |
paymentMethod | string | Payment method |
phone | string | Phone number |
status | string | Order status:
|
totalCost | float | Total order cost |
Revenue
Parameter | Type | Description |
---|---|---|
activity | string |
Activity status:
|
campaignType | string | Campaign type:
|
clickEventLink | string | Contains the link clicked by a contact (when the status is CLICKED) |
contactId | int | Contact ID in Yespo (Internal) |
currency | float | Currency |
externalCustomerId | string | Contact ID in your system (External) |
externalOrderId | string | External order ID |
mediaType | string | Media type (Sms, Email, WebPush, Viber, MobilePush, AppInbox, Widget) |
messageInstanceId | int | Service field |
messageName | string | Message name in Yespo account |
messageTags | string | Message tags |
messageUrl | string | Contains the link to the email web-version |
orderDate | timestamp | Order creation date (format: '2021-10-08 11:11:02') |
senderName | string | Viber sender name |
started | timestamp | Day and time of message sending (format: '2021-10-08 11:11:02') |
totalCost | float | Total order cost |
utmCampaign | string | Campaign UTM |
Setting up BigQuery Connector for Data Export
1. Go to Settings → Connectors and click Add data source.
2. Upload the key file and check the boxes for the data sets you want to upload. Click Save.
The connection will be displayed in Connectors → Export to BigQuery, here you can edit the settings.
Configuring a Data Source
1. Go to your profile → Settings → Data sources, click New data source and select External data source.
2. Select the created connector.
3. Select dataset and table and enter a source name. Click Save.
4. Import contacts to Yespo and fill the external source with data. Now you can build segments based on the imported contact fields.
Important
Connection to the external database doesn’t presuppose contact import. Segmentation is only available for contacts that exist both in your Yespo account and in the external database. Synchronize and update contacts before creating campaigns.
Adding data to a message is similar to adding data from PostgreSQL.