Integrate with your email service provider (ESP) to send triggered emails to your users.
To integrate with Dynamic Yield, your ESP must:
- Offer a RESTful API for sending messages, either using a “Send email” endpoint or an API-based events service.
- Support one of the following authentication methods:
- No Auth
- Basic Auth
- Support JSON as a payload.
Setting up the integration
To set up an integration with your ESP:
- In Reconnect, go to the Integrations tab, and then click Create Channel Integration.
- Select the Email channel, and then complete the following information in the integration wizard.
Step 1: Configure
- Name: The integration name is included in your campaigns and their reports.
- HTTP Post URL: Your ESP's messaging endpoint.
- HTTP Header Parameters (Optional): You can insert header parameters in a key:value format. Click the lock icon next to the field to encrypt the value. The value displays as masked, and is encrypted before it's saved to our database.
Identifier Type: Select the user identification method required by your ESP. The corresponding value is included in the message JSON when you use the User Identifier variable.
For example, if you select Plain Text Email, and insert the User Identifier variable into your JSON payload in a campaign, it's replaced with the user's plain email address, which you provided as part of the identification process.
Step 2: Authenticate
Select the authentication method required by your ESP:
- No Auth: No authorization is required, so there are no additional parameters to configure.
- Basic Auth: Enter a valid username and password as provided by your ESP.
OAuth2: Enter a token URL, client ID, and client secret, as provided by your ESP.
- You can change the key names of the client ID and secret in the header parameters section of the token information.
- By default, the client secret value is encrypted for security purposes.
When you click Next, the system validates the credentials you provided against the token URL. If they are invalid, an error is displayed.
Step 3: Test
To test your integration, send a test API call to your ESP:
- Request Headers: Displays the parameters you entered in the previous steps.
- Enter the message body, in JSON format, as your ESP expects to receive it.
- Click Test. An API call is sent to the ESP messaging endpoint you defined earlier.
- Request Response: This is the response from your ESP server.
If everything is working as expected, click Save. The integration appears in the Integrations tab.