First steps
User Data
- Responsive Email Editor Review
- Designing your email
- Creating Synchronized Modules
- Setting Up Responsive Email Design
- Setting Up Smart Containers
- Creating a Gmail Promotions Annotation
- Adding The Rollover Effect
- Adding Anchor Links
- Module Library
- Adding a Table to an Email
- Adding Custom Fonts
- Creating CTA Button
- Working with Images
- Creating Timer
- Using AI in the Email Editor
- Messenger Protocol Support in Email Clients and Platforms
Omnichannel
- Setting Up Widgets for Your Site
- Widgets Gamification
- Widget Calling
- Setting Up Locations for the Widget Calling Rules
- Storing data from widgets to contact fields
- Using Annoyance Safeguard
- Actions After Form Submission
- Replacing Double Opt-In System Workflow
- Creating Pop-ups via Google Tag Manager or WordPress
- Sending Yespo Widget Events to Google Analytics
- Using A/B Tests for Widgets
- Collecting Contact Information Using Request Forms
Automation
- Building and Editing Workflows
- Configuring Workflow Start/Stop Conditions
- Start Block
- Popular Blocks
- Message Blocks
- Using One from Many Message Block
- Contact Blocks
- Conditions Blocks
- Other Blocks
- Message to Segment Blocks
- Time Blocks
- Advanced Workflow Block Parameters
- Setting Up Allowed Send Time
- Using Workflow Launch History
- Webhook Workflows
- Workflow Troubleshooting
- Double Opt-In
- Welcome Сampaign
- Welcome Series Segmented by Category
- Launching a Workflow After a Contact Import
- Regular Workflow for a Segment
- Birthday Campaign
- Linking Workflow to the Button
- Using Variables from Order in Workflow
- Collecting Order Feedback
- Customer Reactivation
- Sending Extra Campaigns
- Sending Reminders at the Time Specified by the User
- Sending Campaign to Those Who Did Not Open the Previous One
- Using A/B Tests In Workflows
Personalization
Analytics
- Email Campaign Report
- Web Push Campaign Report
- Viber Campaign Report
- Mobile Push Campaign Report
- App Inbox Campaign Report
- Telegram Campaign Report
- In-App 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 4
- Message Analytics
Multilanguage Campaigns
Events and Behaviour Tracking
Recommendations
API
Security and Compliance
Identification of Contacts
Our platform uses scripts for the identification of contacts. Correct identification is essential for better mapping of contacts in tracking and in web push notifications.
The script collects data from the following sources, as described below.
Cookies
When a person visits your site for the first time, the only information about that visitor is the ID from the cookie file stored on the customer’s computer.
The script writes this ID into the customer’s browser. This ID is used for tracing and storing historical data about the customer.
UTM Tags
UTM tags are small snippets of code that you can add to the end of links that you insert in your messages. In our system, UTM tags are turned on by default.
The script takes the contact ID* from the UTM tag and uses it in the tracking events. Also, this contact ID is used for linking a web push token to the existing contact.
* The contact ID is the identifier of a customer, whose data you store in the system.
A contact is identified by the contactId parameter when navigating from a message to a website. We get the contactId from UTM tags according to the following priority:
- etm_term – if the tag is configured.
- utm_content=Yespo-$contactId — transmission of the contactId is configured by default.
- utm_source=Yespo-$type + utm_content=$contactId – if the Yespo value is specified in utm_source (it can be changed if necessary, contactId will be transferred from tags with higher priority).
Important
For the script to work properly, do not change the default values of the utm_content tag
Web Push
When your customer subscribes to web push notifications, a new contact is created in your contact’s base together with a web push token.
If the same contact follows a link in your message (for example, an email or a Viber message), the UTM tag in the link contains the contact ID, if it exists in your base.
In this case, we connect the contact ID of the existing contact and the web push token of the contact created later. The contact becomes more complete.
NOTE
You have to enable the Enable UTM tags for all language versions option when configuring your web push notifications. Read this information to learn more.
Subscription Form
A contact can enter the email address or a phone number in a subscription form that you show on your site. The script installed on your site identifies the contact ID connected to that address and saves it in the browser. This contact ID is substituted afterwards in tracking events or for checking the subscription status in subscription forms.
If there is no contact having such an email address or a phone number, a new contact ID is created.
NOTE
The contact ID received after a subscription using the subscription form has higher priority than that received after a subscription using a web-push notification.
Sending Events Using JavaScript Requests
You can send to our system the information that you collected about contacts on your website. This works if you have installed and activated the web tracking script on your site.
There are two ways to transfer the contact information:
- Using the Customer data event.
- Passing the information in the General Info object inserted into any event. See the example below.
eS('sendEvent', 'PageView', {
'PageView': {
"GeneralInfo": {
"externalCustomerId": "1234509876",
"user_email": "example@email.com",
"user_phone": "380501234567",
"user_es_contact_id": 100500
},
}
});
Read Transferring website behavior data via JavaScript requests for more details.
The transferred information is saved in our script. All the events passed to our system will contain this data.