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

Within your Sendlane account, navigate to Automations.
Click New Automation.
Select Start From Scratch and name the automation.
Click + Add trigger.
Select the Custom tab
Click Custom Event
Select Malomo Custom Integration in the Store dropdown.
Select No Limit in the Limit Per Contact dropdown.
Select the desired Malomo event in the Event dropdown. See here for a list of available Malomo Event Triggers.
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

See the lists below for the most common data tags to add to your Sendlane templates.

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 }}`
Latest Scan Event Description	“Held at Post Office, at Customer Request, in Bryan, TX.”	`{{ data.properties.scan_events.0.description }}`

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 }}`
Order Line Item Title	Boopy Snoots Biscuits	`{{ data.order.meta.shopify_order.line_items.0.title }}`
Order Line Item Variant Title	Default Title	`{{ data.order.meta.shopify_order.line_items.0.variant.title }}`
Order Line Item Current Quantity	1	`{{ data.order.meta.shopify_order.line_items.0.current_quantity }}`
Order Line Item Image Source	https://cdn.shopify.com/s/files/1/0061	`{{ data.order.meta.shopify_order.line_items.0.image.src }}`
Order Line Item Original Price	$75.00	`{{ data.order.meta.shopify_order.line_items.0.original_price }}`
Order Line Item Total Discount	$10.00	`{{ data.order.meta.shopify_order.line_items.0.line_level_total_discount }}`
Order Line Item Final Price	$65.00	`{{ data.order.meta.shopify_order.line_items.0.final_price }}`

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