Configure the PostUp extension
Learn how to configure and activate the PostUp extension within Zephr, including setting up mailing lists, user attributes, and welcome email settings.
- Navigate toSettings > Extensions > PostUp
.
If you cannot see the
PostUp
option in your list of Extensions, email support@zephr.com.
- On the PostUp Connection Settings tab, enter the following required information:
- PostUp API URL: For example, https://api.postup.com/api
- PostUp API username: This can be found on the top right corner of your PostUp portal
- PostUp API passwordNote: The credentials used in the extension must only be associated with one environment, i.e., one "site" in PostUp.
- On the User attribute settings tab, specify the following fields:
- Map Zephr user attributes to PostUp recipient demographics fields: This mapping is required in order for the extension to send and map the selected user attributes to the PostUp recipient fields. For a list of PostUp demographics properties, refer to the Create a RecipientPostUp doc.
- The attribute mapping should be specified in JSON. The key field should be the slug name of the Zephr attribute and the value field should be the corresponding PostUp demographics property name. For example, {"first-name": "FirstName"}.
- Select a checkbox attribute that will flag the user as customer upon their first purchase and remain permanently.Note: You must first define the attribute in Identity > User attributes .The following screenshot provides an example of how to specify the settings on this tab:
- On the Welcome email settings tab, specify the following fields:
- Welcome email templateId: The unique number assigned to each email template configured in PostUp.In the PostUp dashboard, go to Send > Triggered to see a list of templates with their IDs. To disable email sending, leave the field blank.
- Zephr attributes to pipe as custom tags: For attributes that are not mapped to recipient demographics, the extension allows custom tags to be added directly to the email template. The relevant Zephr attribute that will be used as a custom tag needs to be set here.Note: PostUp does not accept hyphens in template variables passed in this way. Please make sure the Zephr user attributes in use comply with that.
- Custom content object override: The extension also provides the functionality to override the content defined in the PostUp email template.
The elements that can be overridden are as follows:{ "subject": "Insert Mailing Subject", "charset": "UTF-8", "encoding": "quoted-printable", "fromEmail": "sender@domain.com", "fromName": "PostUp", "toEmail": "[-emailaddr-]", "toName": "[-name-]", "replyToEmail": "[-email_reply_alpha-]", "replyToName": "PostUp", "htmlBody": "<html>Insert HTML Content Here</html>", "textBody": "Insert Text Content Here.", "unsubContentId": 0, "replyContentId": 0, "headerContentId": 0, "footerContentId": 0, "forwardToFriendContentId": 0 }
Note: For more information about the content object, refer to the PostUp doc.The following screenshot provides an example of how to specify the settings on this tab: - On the Mailing lists tab, specify the IDs of the PostUp mailing lists to which user entries will be added. Arrays of numbers are expected. In the PostUp portal, lists are available in the Lists section. The following screenshot provides an example of how to specify the settings on this tab:
- Once you've input the relevant details, confirm which of your Sites the extension should be active on. To do this, use the toggles for each site under the Activate Plugin section, or choose Select All Sites.
- Once completed, click Save. Your extension is now enabled.