# Postscript

{% hint style="info" %}
CheckoutChamp’s Integration to Postscript will allow you to create subscribers tied to Keywords in Postscript and to trigger pre-configured Postscript Automations to re-engage these subscribers.
{% endhint %}

{% hint style="warning" %}
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.
{% endhint %}

{% hint style="danger" %}
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 ](https://help.postscript.io/hc/en-us/articles/1260804685749-SMS-Marketing-Compliance-Overview-Guide#Key-Elements-of-Compliance)for more information regarding TCPA and CITA compliance standards.
{% endhint %}

***

### Step 1: Obtain Postscript API Credentials <a href="#postscript-step1-obtainpostscriptapicredentials" id="postscript-step1-obtainpostscriptapicredentials"></a>

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

<figure><img src="/files/r7LuOlwcIQW0yvuCRfgM" alt=""><figcaption></figcaption></figure>

**Be sure to save/copy the private key as this it is required for the CRM setup.**

### Step 2: Setup the CRM Plugin <a href="#postscript-step2-setupthecrmplugin" id="postscript-step2-setupthecrmplugin"></a>

Navigate to **Admin** → **Plugins** →**Email Service Providers** and click on the green “**+Activate**” button on the Postscript tile

<figure><img src="/files/l2kdiEBJxn5x4ob0X4AU" alt=""><figcaption></figcaption></figure>

**privateKey-** your Postscript Private API Key saved from the first step.

<figure><img src="/files/6zkvTuKvnb7lN3j0onAB" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/LnYLgpFoWZATIhwDB8gq" alt=""><figcaption></figcaption></figure>

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 <a href="#postscript-step3-pluginroutingconfiguration" id="postscript-step3-pluginroutingconfiguration"></a>

{% hint style="warning" %}
Please already have your Postscript automations configured before configuring the CRM Campaign Routing section.
{% endhint %}

Navigate to **Admin** → **Plugins** →**Email Service Providers** and click on the blue “Edit” button next to the already activated Postscript tile

<figure><img src="/files/W32UfFOtCGzuLjlt2MOl" alt=""><figcaption></figcaption></figure>

Once in the Advanced Setup, click the green “+” button to configure the Postscript campaign routes.

<figure><img src="/files/bD5rpeyILe8GS2FIaUog" alt=""><figcaption></figcaption></figure>

### Step 4: Create Marketing Opt-in Checkbox in Checkout Champ <a href="#postscript-step4-createmarketingopt-incheckboxincheckoutchamp" id="postscript-step4-createmarketingopt-incheckboxincheckoutchamp"></a>

[Creating a Marketing Opt-in Checkbox](/funnel-builder/creating-and-editing-funnels-pages/funnel-visualizer-and-page-builder/page-builder-2.0/page-building-tips/creating-a-marketing-opt-in-checkbox.md)

### Step 5: Setup Complete <a href="#postscript-step5-setupcomplete" id="postscript-step5-setupcomplete"></a>

{% hint style="info" %}
Talk with your Account Manager to ensure your company is added to the PostScript task schedule.
{% endhint %}

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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