> For the complete documentation index, see [llms.txt](https://help.checkoutchamp.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.checkoutchamp.com/crm/plugins/email-service-providers/postscript.md).

# 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.**  Click the Postscript tile and then the <mark style="color:green;">**+Activate**</mark> button.

<figure><img src="/files/YUAk8XfvqsV9kTKh1q5H" alt="" width="373"><figcaption></figcaption></figure>

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

enable **useV2Api**

Press <mark style="color:green;">**Connect**</mark>

<figure><img src="/files/buQSIG1a0RJlkxzrqb1M" alt="" width="375"><figcaption></figcaption></figure>

Once the plugin is activated you should see Automation Triggers added in your Postscript account. These triggers will be used in both Postscript and CRM configuration.

The events are

* Charge\_Failed
* Order\_Cancelled
* Order\_Created
* Order\_Declined
* Subscription\_Cancelled
* Subscription\_Started
* Subscription\_Upcoming\_Charge

Below are the available fields that can be used when forming the messages tied to the Postscript Automation Triggers.

<table data-search="false"><thead><tr><th>Tag</th><th>Value</th></tr></thead><tbody><tr><td>{client_orderid}</td><td>OrderId as displayed inside of CheckoutChamp</td></tr><tr><td>{first_name}</td><td>Customer’s first name</td></tr><tr><td>{last_name}</td><td>Customer’s last name</td></tr><tr><td>{email_address}</td><td>Customer’s email address</td></tr><tr><td>{phone_number}</td><td>Customer’s phone number</td></tr><tr><td>{shop_name}</td><td>Shop Name</td></tr><tr><td>{shop_link}</td><td>Shop Link</td></tr><tr><td>{sales_url}</td><td>A link back to the abandoned page (only available on Checkout_Started event)</td></tr></tbody></table>

**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 have your automations configured at Postscript before configuring this section
{% endhint %}

Navigate to **Admin** → **Plugins** → **Email Service Providers.**  Click the <mark style="color:blue;">**Edit**</mark> button on the activated Postscript tile.

<figure><img src="/files/p29zQgYORxXhScxAnITR" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ZYr4MZelERBFmmXyLulu" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="/files/rWhzEpznR4RepnUuG8kL" alt="" width="375"><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.