Cordial Configuration (Order Service)

effective and personalized customer communication is crucial for driving sales and enhancing customer retention in retail and e commerce to achieve this, integrating a robust email and messaging platform is essential a key feature under integrations config within the configurations section of the upstart commerce portal is cordial this third party service integrated into the upstart commerce portal is essential for ensuring timely and relevant customer interactions, such as personalized product recommendations, abandoned cart reminders, and order status updates understanding and properly configuring cordial can significantly boost your marketing efforts and enhance order related communications throughout the customer journey what is cordial? cordial is a third party service integrated into the upstart commerce portal this powerful email and messaging platform leverages real time data to enhance retail and e commerce operations retailers can use cordial to send personalized product recommendations, abandoned cart reminders, and promotional offers to drive sales and increase customer retention for integration of cordial with the upstart commerce portal, clients are required to subscribe to cordial services independently integration with our portal will be facilitated through the api key provided by cordial upstart commerce is not responsible for the subscription or service terms of cordial how upstart commerce and cordial platforms communicate upon subscribing to cordial, clients are provided with an api key, which is generated and allocated to their account this api key is required during the configuration process to enable seamless communication between the upstart commerce portal and cordial the api key ensures smooth integration and data exchange between the two platforms how upstart commerce is using cordial upstart commerce employs cordial for order service order service integration order service utilizes cordial for email communications, including setting up specific templates for various scenarios key aspects include shipping method and tracking url when an order is created, the system checks the shipping method and whether a tracking url is available depending on the delivery option (e g , non tracking), cordial sends an email to the customer using the appropriate template email templates there are five templates configured within cordial to handle different tracking scenarios for instance, a separate template is used for in store pickups, ensuring that customers receive relevant information based on their order details benefits of configuring cordial consistency by configuring cordial, retailers can ensure consistent communication practices, reducing the risk of missed marketing opportunities and enhancing customer engagement efficiency this feature streamlines the marketing process by providing automated and scheduled data feeds and email communications, enhancing operational efficiency and reducing the complexity of marketing management customer satisfaction customers receive timely and personalized communications, improving their overall shopping experience and encouraging repeat business how to configure cordial follow these steps to configure cordial in the upstart commerce portal step 1 accessing cordial configuration after logging in, navigate to the side menu of the upstart commerce portal scroll down and click on configurations at the bottom of the menu in the expanded menu on the left, locate and click cordial under the integration config dropdown step 2 creating a cordial configuration initiate the cordial configuration process by clicking create a new config from the choose a config dropdown menu step 3 define the cordial configuration attributes provide the following essential details configuration name enter a descriptive and unique name for the cordial configuration automation template keys specify the email template keys for different order scenarios these keys act as triggers in cordial's system, matching specific order conditions to send the appropriate automated email communication to customers throughout the order and shipping process shipment confirmation not trackable this is an automation template used to send a confirmation email to customers when their order has been shipped but the shipment is not trackable it informs customers that their items are on the way without providing tracking information order creation this automation template is triggered when a new order is created it sends an email to the customer confirming that their order has been successfully placed, including order details and the next steps cancel order item this template is used to send an automated email when an item from an order is canceled it notifies the customer of the cancellation, provides details on the canceled item(s), and informs them about any subsequent actions or refunds shipment confirmation trackable this automation template sends a confirmation email when an order is shipped and includes tracking information it allows customers to track their shipment and know the expected delivery date shipment confirmation instore pickup this automation template sends a confirmation email when an order is ready for in store pickup it notifies the customer that their order is available at the specified store location, along with pickup instructions and store hours shipment confirmation return pickup this template triggers an email with instructions or confirmation for return pickups it provides customers with details on how to return their items, including pickup schedules and any necessary preparations cordial api key input the unique api key generated by the cordial platform, for secure, smooth, and authenticated communication between the upstart commerce portal and the cordial platform this key is crucial for establishing a trusted connection, ensuring that your requests to cordial’s api are legitimate and authorized search the search enabled option allows users to choose whether sku properties should be sent in the properties field (enabling nested order property searches) or in the attr field (simplifying the data structure without nested searches) this decision significantly impacts the capability to perform detailed sku based searches and the overall data management strategy within the cordial account step 4 save the settings once all details are filled out, click the save button to finalize the cordial configuration if the configuration status shows as disabled in the top right corner of the configuration section, you may need to enable it for the settings to take effect how to edit cordial configurations step 1 accessing cordial configuration log in and navigate to the side menu of the upstart commerce portal scroll down and click on configurations at the bottom of the menu in the expanded menu on the left, locate and click cordial under the integration config dropdown step 2 update the details to update the details of the cordial configuration, select the existing and configured cordial setup from the dropdown menu labeled choose a config update any necessary details, such as the configuration name , automation template keys , cordial api key , and search step 3 save to update once you've made your changes, click the save button to save your updates