Set Up Your Monocle Integration – Postscript

Who gets this? Shops on all Postscript plans have access to this integration.

Postscript integrates with Monocle, allowing you to share information between the two solutions. With Monocle, you can leverage AI models to personalize offers based on user-level sensitivity to offers so that you drive incremental profit without sacrificing brand equity or margins.

In this article, we discuss how to configure the integration. Then, we'll guide you through how to create a Monocle-powered automation, define Monocle specific popup triggers, and walk you through how to use the Monocle platform to test and optimize your campaigns.

Create a Postscript API Key

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

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

Create a Postscript Popup

From your Postscript Dashboard, select Acquisition.
Locate and clone the popup or popups that you'd like to test with Monocle.
Within the Popup Settings card, select Behavior.
For popup trigger, select Custom.
Ensure the Includes and Excludes fields are left blank in Postscript. You will add these in Monocle later.
Keep your popup deactivated and select Save in the upper-right corner.
Lastly, note or copy your popup ID(s) from the URL(s) (tip: In the URL https://app.postscript.io/popups/8675309/edit, the popup ID is 8675309).

Connecting Your Postscript Popup to Monocle

Your discounts/offers need to be created in Monocle so Monocle knows which discounts pertain to your popup and so that Monocle has a concept of the discount for its machine learning models. To do that, we need to do four different things.

1. Create our concept of a discount/promotion in Monocle

Under Assets in the menu select Promotion Templates.

Select Add new button.
Fill in details about your discount. Then click Create. Do this for all non-zero discounts that you want to offer.

2. Create the concept of a particular popup related to this discount

Select Popup Units in the navigation bar.

Add a title and link the appropriate promotion that was created.

Set appropriate trigger rules for the popup unit. Add the corresponding Postscript unique IDs for each popup.

Repeat for each popup.

3. Create your popup optimization model in Monocle

Select Popup in the Monocle app. Next create your popup by clicking Add new button.

Enter your popup’s information.

Select the appropriate popup units, i.e. the discounts that we want to offer - likely the ones we recently created.
Select the appropriate segment for visitors, as well as frequency and target device.
Add the appropriate url inclusions/exclusions.

Save your popup.

4. Activate Your Postscript Popup

Once your popup is saved in Monocle, head to your Postscript account and activate the popups you connected to Monocle.

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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