Set Up Your Okendo Integration

• Easily reach specific customer segments with review requests and incentives.
• Showcase user-generated content, such as customer pictures or videos featuring your products.
• Build a pre-purchase FAQ with past customer feedback and insight.
• Gain insights into customer segments, profiles, and product experiences.

1. Select your Shop Name in the side menu of your Postscript dashboard, then select API.
2. Select Create Security Key Pair on the right side of the page, then confirm your action by selecting Yes.
3. Add a label to your API key so you can track where this API key is being used.
4. Select Show in the Private Key column to reveal your API key. Copy this key or write it down—you'll need to enter it in Okendo later. 

1. Select Settings in the bottom-left corner of your Okendo dashboard.
2. From the Settings menu, select Integrations.
3. Locate Postscript in the Email & SMS section and select the pencil icon.
4. Copy your Private API Key in the space provided.
5. Select Save.

Review Created

When a customer submits a review via Okendo, a custom event is logged in Postscript. This event includes the following properties:

Review Request Created

When a customer completes an Okendo quiz, Okendo creates a Submitted Okendo Quiz event with the following properties:

Received Okendo Referral Coupon

When a referral coupon is issued, Okendo creates a Received Okendo Referral Coupon event with the following properties:

If the coupon is redeemed, additional properties are sent:

Redeemed Okendo Referral Coupon

When an Okendo referral coupon is redeemed, Okendo creates a Redeemed Okendo Referral Coupon event with the following properties:

Opted In to Okendo Referrals

When a referrer opts into a referral program, Okendo creates a Opted In to Okendo event with the following properties:

Okendo Referral Shareable Link Used

When an anonymous recipient shares their details after selecting a shared referral link, Okendo creates a Okendo Referral Shareable Link Used event with the following properties:

Opted In to Okendo Referrals

When a recipient opts into a referral program, Okendo creates an Opted In to Okendo Referrals event with the following properties:

Sent Okendo Referral

When a referrer sends an invitation to a recipient, Okendo creates a Sent Okendo Referral event with the following properties:

Okendo Referral Invitation

When a referrer sends an invitation link to a recipient, Okendo creates an Okendo Referral Invitation event with the following properties:

Okendo Referral Rejected

When a referral is rejected, Okendo creates an Okendo Referral Rejected event with the following properties:

Enrolled in Okendo Loyalty

When a customer's loyalty status changes, Okendo creates an Okendo Enrolled in Okendo Loyalty event with the following properties (but no other properties):

Okendo Loyalty Points Awarded

When a customer earns loyalty points, Okendo creates an Okendo Loyalty Points Awarded event with the following properties:

Okendo Loyalty Points Redeemed

When a customer redeems loyalty points, Okendo creates an Okendo Loyalty Points Redeemed event with the following properties:

Okendo Loyalty Tier Changed

When a customer's loyalty tier changes, Okendo creates an Okendo Loyalty Tier Changed event with the following properties:

Okendo Loyalty Points Adjusted

When a customer's loyalty points are adjusted by a merchant, Okendo creates an Okendo Loyalty Points Adjusted event with the following properties:

Okendo Loyalty Tier Upgrade Nudge

When a customer has reached 80% or more of the necessary spend required to reach the next loyalty tier, the customer is sent a nudge and Okendo creates an Okendo Loyalty Tier Upgrade Nudge event with the following properties:

If the eligibility period is 'lifetime', the following property is included:

If the eligibility period is a specific time window, the following properties are included:

Submitted Okendo Survey

When a survey response it submitted, Okendo creates a Submitted Okendo Survey event with the following properties:

If rewardType is "coupon":

If rewardType is "loyalty":

Review Request Cancelled

When a customer cancels a review request, Okendo creates a Review Request Cancelled event with the following properties:

Update Customer Profile

When there is a customer profile update, Okendo creates an Update Customer Profile event (no properties are sent).

1. Select Messaging in the side menu of your Postscript dashboard, then select Automations.
2. In the top-right corner of the page, select Create Automation, then choose Create Legacy Automation. Since you are creating this automation from scratch, select Custom Automation.
3. Select Okendo Review Request from the Automation Trigger drop-down list.
4. Select Save & Continue to Messages.
5. To add a review link, select the More drop-down button above the message field, then select Add Tag.
6. From the drop-down list, select Review Url. 
7. Make sure your typing cursor is where you want the tag placed, then select Insert Tag. The {review_url} tag should appear in your message.
8. Select Save Automation in the bottom-right corner of the page.
9. Last, select the Enabled toggle so it changes to blue.

1. Select Mail in the side menu of your Okendo dashboard, then select Sequences.
2. Scroll down to the integration section and select Postscript. Then, select Get Started.
3. Select the Wait component, then define your wait criteria in the side panel. You can choose to wait a certain amount of days after an item fulfillment or delivery.
4. Save your changes, then select the Start button in the top-left corner of the page.