Set Up Your Skio Integration

Postscript integrates with Skio, allowing you to share information between the two solutions. With Skio, you can offer your customers an elite subscription experience with passwordless logins, near-instant subscription management, and a white-glove customer portal.

In this article, we discuss how to configure the integration. Then, we'll guide you through how to create a Skio-specific automation, define Skio-specific automation triggers, and walk you through how to use Shopify tags to segment Skio subscribers.

Create a Postscript API Key

Before configuring Postscript in Skio, you'll need to generate a private API key that you'll enter into Skio later. In this section, we'll walk you through how to generate your private API key.

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-- you'll need to enter it into Skio later.

Create a Postscript Keyword

To properly configure Postscript in Skio, you'll need to generate a keyword that you'll enter into Skio later. In this section, we'll walk you through how to create a keyword

1. Select Acquisition in the side menu of your Postscript dashboard, then select Keywords.
2. Select Create Keyword in the top-right corner of the page.
3. Name your keyword. Aim for something that will allow you to easily identify that this keyword is associated with your Skio integration.
4. Select Save Keyword.
5. You can customize your keyword reply and add additional actions via + Add Action if desired.
6. Be sure to activate your keyword before adding it in Skio.

Configure Postscript in Skio

1. From the Skio dashboard, select Integrations on the left-side navigation panel.
2. Find the Postscript integration, then enter the keyword you've created for your Skio integration.
3. Enter the private API key you generated inside Postscript from earlier in this article.
4. Next, add a test user email. This email needs to be associated with an account in Postscript and have an active phone number in Postscript.
5. Toggle the integration ON in the upper-right corner of the editor.
6. Once the integration is activated, select the event triggers you'd like to add to your Postscript account by clicking the +Add event button.
7. After adding each event, be sure to select Send Test. This step is essential in populating triggers in Postscript, as trigger events will only be available in Postscript after the webhook has fired at least once.

Create a Skio-Specific Automation

Before setting up an automation in Postscript, merchants must create an event in Skio.

1. In the Skio dashboard, select Account, then select Integrations, then select Postscript.
2. On the Postscript Integration page, scroll to the Events section and select Add event.
3. From the list, choose the event to add from the list. (See the list of supported Skio events below.)
4. Select Add event to confirm.

Now switch to Postscript to create the automation.

1. From the Postscript Dashboard, select Messages; then select Automations.
2. Select Create Automation in the upper-right corner. Select Create Automation Flow.
3. Select Create a new automation, then Create flow.
4. Name the automation. Be sure to use a name that enables easy identification to track this automation in the future.
5. Select the dropdown menu under Add a subscriber when, then choose the Skio trigger.
6. Continue customizing the automation flow by dragging and dropping actions into the flow, customizing the message, and adding merge tags.
7. When ready to send the flow, select Schedule or Activate in the top-right corner of the page. There are two options when sending a flow:
   • Activate immediately: This option immediately begins the flow, allowing subscribers to enter the automation based on the selected properties.
   • Activate at a scheduled time and date: Choose when the flow should begin, allowing subscribers to enter at or after that time.

Understanding Skio-Specific Automation Triggers

Below is a list of all the event metrics in Skio and when they occur. Merchants can build automations using any of these events as an automation trigger.

Core Subscription Lifecycle Events

Billing & Payment Issues

Subscription Management

Inventory & Stock

Customer Retention & Flow

Gifts

Using Shopify Tags to Segment Skio Subscribers

By segmenting Skio subscribers according to customer tags (or Shopify tags), merchants can employ a more personalized and targeted SMS strategy. In this section, we walk through segmenting subscribers by Customer Tag (or Shopify Tag).

1. From the Postscript dashboard, select Messaging, then select Segments.
2. Select Create Segment in the upper-right corner.
3. Name your segment. Be sure to choose something that will allow easy identification of this segment in the future.
4. From the dropdown menu, select Customer Tags. Customer Tags are tags pulled in directly from Shopify.
5. Define the parameter by selecting either Includes or Excludes.
6. In the freeform field, add the tag Active product subscription - verbatim - to target subscribers with an active Skio subscription.
7. Alternatively, add the tag Canceled product subscription - verbatim - to target subscribers with an inactive Skio subscription.
    
8. Once the segment is built, save it by selecting the Save Segment button in the lower-right corner.

Creating Keyword-Based Journeys in Skio

Skio recently added additional capabilities for merchants, enabling journeys in Skio that get triggered when a subscriber texts a specific keyword. When subscribers send in an existing keyword, the corresponding Journey automatically runs its associated workflow (SKIP, SWAP, UPGRADE, etc.). These journeys are set up and managed completely within Skio, but merchants can create keywords and automations that prompt subscribers to send a specific keyword in Postscript.

Merchants interested in setting up keyword-based journeys in Skio should view the Triggers section of Skio’s Journeys help documentation in the Receive SMS keyword section. Follow Skio’s setup guide from there to learn how to use Journeys to build out the flow.

Frequently Asked Questions

Does the Postscript integration replace Skio SMS notifications altogether?

Postscript can replace some or all Skio SMS notifications. However, it cannot replace SkioSMS. If SkioSMS remains enabled, messages from that tool will still send from your shop’s assigned phone number.

How do Postscript notifications differ from Skio SMS notifications?

Postscript can send transactional messages, but is primarily designed for marketing and requires customer opt-in. Because of this, some subscribers may not receive texts through Postscript, even if their phone number is on file in Skio.

SkioSMS is a transactional messaging tool, meaning it sends order- and subscription-related notifications without requiring marketing opt-in. It supports two-way texting, so customers can manage their subscriptions directly from their phones. Messages will be sent to any subscriber with a phone number on their account, ensuring delivery for critical updates.

Why don't I see the event metric in Postscript?

Postscript only displays an event metric after receiving a webhook from Skio. When setting up a new event, select Test event in Skio to fire the webhook immediately. This should push the metric into Postscript right away.

If the metric still doesn't appear, double-check that the event is added in your Skio settings.

How can subscribers skip their next order by text with Postscript?

Subscribers can text SKIP to the Postscript phone number to skip their next subscription order.

Pair this with the Billing reminder notification to offer customers an easy way to avoid an upcoming charge. For example, the Postscript automation could say:

Your subscription will renew in 3 days.  

Reply SKIP to skip your next order.

Get Support

Have questions? Please feel free to reach out to our wonderful Support team at support@postscript.io or via live chat. You can also submit a support request here!

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