Postscript
You must have an existing Shopify store in order to use PostScript. Subscribers are only added to your account if they explicitly opt-in by checking the contactOptin checkbox on the checkout page and replying “yes” to the initial message sent to their phone number. If a subscriber replies “N” or “No” they will not be added to your Postscript subscribers list.
In order to stay in compliance with TCPA and CITA standards all clients wanting to use Postscript will have to include the following verbiage on any-and-all pages of your funnel that phone number is collected
*I agree to receive recurring automated marketing text messages (e.g. cart reminders) at the phone number provided. Consent is not a condition to purchase. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. View our Terms of Service and Privacy Policy. Please click here for more information regarding TCPA and CITA compliance standards.
Step 1: Obtain Postscript API Credentials
Click your store name in the top right corner, then click “API”
Once on the Account Page, click “Show” to uncover your Postscript Private Key
Be sure to save/copy the private key as this it is required for the CRM setup.
Step 2: Setup the CRM Plugin
Navigate to Admin → Plugins →Email Service Providers and click on the green “+Activate” button on the Postscript tile
privateKey- your Postscript Private API Key saved from the first step.
Once the plugin is activated you should now see new Automation Triggers added in your Postscript account. These triggers will be used in both Postscript and CRM configuration.
Below are the available fields that can be used when forming the messages tied to the Postscript Automation Triggers.
Tag
Value
{client_orderid}
OrderId as displayed inside of CheckoutChamp
{first_name}
Customer’s first name
{last_name}
Customer’s last name
{email_address}
Customer’s email address
{phone_number}
Customer’s phone number
{shop_name}
Shop Name
{shop_link}
Shop Link
{sales_url}
A link back to the abandoned page (only available on CheckoutChamp Checkout Started trigger)
Please contact your account manager if additional tags are needed.
Step 3: Plugin Routing Configuration
Please already have your Postscript automations configured before configuring the CRM Campaign Routing section.
Navigate to Admin → Plugins →Email Service Providers and click on the blue “Edit” button next to the already activated Postscript tile
Once in the Advanced Setup, click the green “+” button to configure the Postscript campaign routes.
Step 4: Create Marketing Opt-in Checkbox in Checkout Champ
Creating a Marketing Opt-in Checkbox
Step 5: Setup Complete
At this point your Postscript plugin is fully configured and subscribers will be added to your shop after the order record has been created in our system.
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