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How to Set Up Sendlane Automations with Malomo Data

The Malomo and Sendlane Integration relies on orders to be placed in order to function. Prior to setting up an Automation, ensure you have installed the Sendlane integration successfully and you have had new orders placed after the installation. You may also place and fulfill a “fake” order to yourself to trigger Malomo data to sync to Sendlane.

How to Trigger an Automation with a Malomo Event

  1. Within your Sendlane account, navigate to Automations.

  2. Click New Automation.

  3. Select Start From Scratch and name the automation.

  4. Click + Add trigger.

  5. Select the Custom tab

  6. Click Custom Event

  7. Select Malomo Custom Integration in the Store dropdown.

  8. Select No Limit in the Limit Per Contact dropdown.

  9. Select the desired Malomo event in the Event dropdown. See here for a list of available Malomo Event Triggers.

  10. Click Done

You’re now ready to build out your automation using Sendlane automation actions, timing, and logic. To send order and shipment notifications to your customers, select the action Send Message and then drop the Email or Send SMS into the automation under the trigger. To learn more about using Malomo data in automation messages, see here.

Available Malomo Event Triggers

This integration supports the following Malomo events as automation triggers.

Event name

Description

Malomo: Shopify Order Created

Shopify records a new order placed by a customer.

Malomo: Shipment Created

Shopify records a new shipment on an order and that shipment registers in the Malomo platform.

Malomo: Shipment First In Transit

Only the first scan event when the shipment is in the carrier’s possession and is en route to its destination.

Malomo: Shipment First Out For Delivery

Only the first scan event when the shipment is currently on its last mile and is en route to the destination address.

Malomo: Shipment Delivered

The local delivery vehicle has reported the package was delivered.

Malomo: Shipment Return To Sender

The shipment was not successfully delivered and is en route back to sender.

Malomo: Shipment Available For Pickup

The shipment is available for pickup from the carrier’s facility such as a post office.

Malomo: Shipment Delivery Attempted

A delivery was attempted but the shipment could not be delivered. 

How to Include Malomo Data in Automation Messages

To display Malomo order and shipment data in automation messages, the message must include a set data trigger code snippet and the Malomo data tags.

Add a Set Data Trigger Tag

The first line of each message must include the tag {% set data = trigger.getCustomEventData() %}, which allows Malomo data to be pulled into your message. Without this snippet, none of your data will load, and contacts will receive mostly or entirely blank emails.

To add this tag, drop a HTML element block in the top position of a message template and copy paste the tag below:

CODE
{% set data = trigger.getCustomEventData() %}

Add Malomo Data Tags

Tracking Information Data Tags

INFORMATION

EXAMPLE OUTPUT 

DATA TAG

Malomo Tracking Link

"Track Package" button

{{ data.order.url }}

Estimated Delivery Date

September 19, 2021, 9PM

{{ data.properties.estimated_delivery_date }}

Actual Delivery Date

September 19, 2020 10 PM

{{ data.properties.tracker_delivered_at }}

Carrier Name

FedEx

{{ data.properties.carrier_name }}

Carrier Service

Ground Home Delivery

{{ data.properties.carrier_service }}

Tracking Number

99812911999333

{{ data.properties.tracking_code }}

Customer Information Data Tags

INFORMATION

EXAMPLE OUTPUT

DATA TAG

First Name

Mister

{{ data.customer.first_name }}

Last Name

Rogers

{{ data.customer.last_name }}

Email

misterrogers@pabs.com

{{ data.customer.email }}

Phone Number

123-456-7890

{{ data.customer.phone }}

Shipping Address Information Data Tags

INFORMATION

EXAMPLE OUTPUT 

DATA TAG

Ship First Name

Mister

{{ data.order.shipping_address.first_name }}

Ship Last Name

Rogers

{{ data.order.shipping_address.last_name }}

Ship Company

Malomo

{{ data.order.shipping_address.company }}

Ship Phone

123-456-7890

{{ data.order.shipping_address.phone }}

Ship Address Line 1

123 Rogers Lane

{{ data.order.shipping_address.address1 }}

Ship Address Line 2

Apt. 305

{{ data.order.shipping_address.address2 }}

Ship City

Pittsburgh

{{ data.order.shipping_address.city }}

Ship Province

Pennsylvania

{{ data.order.shipping_address.province }}

Ship Province Code

PA

{{ data.order.shipping_address.province_code }}

Ship Zip

46205

{{ data.order.shipping_address.zip }}

Ship Country Code

US

{{ data.order.shipping_address.country_code }}

Ship Country

United States

{{ data.order.shipping_address.country }}

Order Information Data Tags

INFORMATION

EXAMPLE OUTPUT 

DATA TAG

Order Number

1012

{{ data.order.number }}

Order Name

#1012

{{ data.order.meta.shopify_order.name }}

Shopify Order Status URL

https://goodestboi.com/6140756068/orders

{{ data.order.meta.shopify_order.order_status_url }}

Order Created at Date

July 2, 2019 5:16 PM

{{ data.order.created_at }}

Total Discount

0.00

{{ data.order.meta.shopify_order.total_discounts }}

Subtotal Price

102.00

{{ data.order.meta.shopify_order.subtotal_price }}

Tax Price

7.14

{{ data.order.meta.shopify_order.tax_price }}

Shipping Price

2.13

{{ data.order.meta.shopify_order.shipping_price }}

Total Price

109.14

{{ data.order.meta.shopify_order.total_price }}

Total Refunded

56.76

{{ data.order.meta.shopify_order.total_refunded_amount }}

Need help or experiencing issues with the integration? Please reach out to either the Malomo Team or Sendlane Support.

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