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 |
| Shopify records a new order placed by a customer. |
| Shopify records a new shipment on an order and that shipment registers in the Malomo platform. |
| Only the first scan event when the shipment is in the carrier’s possession and is en route to its destination. |
| Only the first scan event when the shipment is currently on its last mile and is en route to the destination address. |
| The local delivery vehicle has reported the package was delivered. |
| The shipment was not successfully delivered and is en route back to sender. |
| The shipment is available for pickup from the carrier’s facility such as a post office. |
| 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:
{% set data = trigger.getCustomEventData() %}
Add Malomo Data Tags
Tracking Information Data Tags
INFORMATION | EXAMPLE OUTPUT | DATA TAG |
---|---|---|
Malomo Tracking Link | "Track Package" button |
|
Estimated Delivery Date | September 19, 2021, 9PM |
|
Actual Delivery Date | September 19, 2020 10 PM |
|
Carrier Name | FedEx |
|
Carrier Service | Ground Home Delivery |
|
Tracking Number | 99812911999333 |
|
Customer Information Data Tags
INFORMATION | EXAMPLE OUTPUT | DATA TAG |
---|---|---|
First Name | Mister |
|
Last Name | Rogers |
|
| ||
Phone Number | 123-456-7890 |
|
Shipping Address Information Data Tags
INFORMATION | EXAMPLE OUTPUT | DATA TAG |
---|---|---|
Ship First Name | Mister |
|
Ship Last Name | Rogers |
|
Ship Company | Malomo |
|
Ship Phone | 123-456-7890 |
|
Ship Address Line 1 | 123 Rogers Lane |
|
Ship Address Line 2 | Apt. 305 |
|
Ship City | Pittsburgh |
|
Ship Province | Pennsylvania |
|
Ship Province Code | PA |
|
Ship Zip | 46205 |
|
Ship Country Code | US |
|
Ship Country | United States |
|
Order Information Data Tags
INFORMATION | EXAMPLE OUTPUT | DATA TAG |
---|---|---|
Order Number | 1012 |
|
Order Name | #1012 |
|
Shopify Order Status URL | https://goodestboi.com/6140756068/orders |
|
Order Created at Date | July 2, 2019 5:16 PM |
|
Total Discount | 0.00 |
|
Subtotal Price | 102.00 |
|
Tax Price | 7.14 |
|
Shipping Price | 2.13 |
|
Total Price | 109.14 |
|
Total Refunded | 56.76 |
|
Need help or experiencing issues with the integration? Please reach out to either the Malomo Team or Sendlane Support.