Getting Started with Triggered SMS

The Experience OS trigger engine enables you to re-engage your users using the SMS channel. Remind them about products left in the cart, offer them products they've viewed that are now on sale, or set any other event to trigger a message and engage. 

To enable this capability, contact your customer success manager. Next, before you can create triggered SMS campaigns, you must complete the following steps. These steps are technical and might require a web developer.

1. Report updated cart state.
2. Implement identification events with the phone number property.
3. Upload an opted-in phone numbers feed.
4. Integrate an SMS provider (we currently support only Twilio).

Step 1: Report updated cart state

Report to Dynamic Yield the state of your cart, using one of the following options:

• Implement Add to Cart and Remove from Cart events, both with cart parameters. Learn more about implementing events.
• Implement a Sync Cart State event, to report the most updated state of the cart for each user.
  Sync Cart Event

  Parameters

  • name: Human-readable name, use "Sync Cart".
  • properties: A container for the event properties as specified in the table below.

  Property	Description	Type
  dyType	Must be “sync-cart-v1”	String
  currency	Optional non-default currency used	String  List of supported currencies
  cart	The absolute current cart state (including the last added item). Products should be in order from oldest to newest. Cart Properties:
  	productId: SKU exactly as it appears in the product feed	String
  	quantity	Number
  	itemPrice	Number
  	size: Optional	String

  JavaScript example

  DY.API("event", {
    name: "Sync cart",
    properties: {
      dyType: "sync-cart-v1",
      currency: "any supported currency code", // Optional non-default currency used
      cart: [ //Mandatory, the order of products should be from oldest to newest
        {
          productId: "sku-4324-bg",
          quantity: 2,
          itemPrice: 12.34,
        },
        {
          productId: "item-34454",
          quantity: 1,
          itemPrice: 34.45
        }
      ]
    }
  });

  For the Experience API format, see Sync Cart.

Step 2: Set up identification events 

Identify site visitors to associate a Dynamic Yield user ID for all site visitors (DYID) with a phone number:

• Identification with a phone number:
  • Use the identify schema events (login, signup, and newsletter subscription). For details, see Events for Web.
  • Add a phone number parameter in the event (recommended). When this is added, a custom action added to the site can capture the phone number from the site URL and trigger an Identify API call.

Step 3: Upload a feed for opted-in users

 Not all users opt-in to SMS communications. You need to let Dynamic Yield know which users have opted-in so that you can send them triggered SMS campaigns. To do this, upload an Opted-in SMS Phone Number feed.

Step 4: Set up your Twilio integration

Provide the following information from your Twilio account:

• Twilio account SID
• Twilio auth token
• Sender phone number or ID (alphanumeric value that describes you as the sender, like your company name)