Set Up Your Octane Integration – Postscript

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

Postscript integrates with Octane, allowing you to share information between the two solutions. Our Octane AI integration allows you to collect phone numbers from Octane quizzes, sync them to Postscript, and send personalized texts using quiz answers and a quiz results URL.

Create a Postscript 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 or write it down—you'll need to enter it in Octane later.

Create a Postscript Keyword

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

Select Acquisition in the side menu of your Postscript dashboard, then select Keywords.
Select Create Keyword in the top-right corner of the page.
Name your keyword. Aim for something that will allow you to easily identify that this keyword is associated with your integration.
Select Save Keyword.
You can customize your keyword reply and add additional actions via + Add Action if desired.
Be sure to activate your keyword before adding it ihttps://app.octaneai.com/dashboard/re/quiz/appsn Octane.

Configure Postscript in Octane

From the Octane Integrations page, select Add in the Postscript row.
Enter the private API key you generated inside Postscript from earlier in this article. Then select the keyword you created from the previous section.
Select the Save button. Your integration is now configured.

Overview of Octane-Sourced Custom Properties

Locate Custom Properties

When someone opts in through your quiz, their subscriber profile will include custom properties representing quiz answers, a quiz results page URL and opt-in information.

Using Merge Tags in Automations

When creating an automation flow, drag and drop the Send Message action.
Craft your message. To personalize the copy, select the overlapping tags icon to open the menu of available merge tags. Merge tags pull custom properties dynamically into your messages.
Select any of the available Octane-sourced custom properties available.
Save your message by selecting the Save button in the bottom-right corner of the message editor.
When you're ready to send your flow, select Schedule or Activate in the top-right corner of the page. You have two options when sending a flow:
- Activate immediately: This option will immediately begin the flow allowing subscribers to enter the automation based on the selected properties.
- Activate at a scheduled time and date: Choose when you'd like the flow to begin allowing subscribers to enter.

Reference Custom Properties in Octane

Custom properties can be viewed and customized in the Connect tab of the quiz editor. Before collecting any opt-ins, it's important to make sure your custom properties are labeled correctly.

Compliance Language Requirements

When collecting subscribers, the TCPA requires you to include necessary compliance language that informs visitors they are opting into SMS messaging from your store.

You can add an opt-in checkbox and field for compliance language by adding the Consent Checkbox layer to your form or popup.

Here's the TCPA-approved compliance language:

*By providing your phone number, you agree to receive recurring automated marketing text messages (e.g. cart reminders) from this shop and third parties acting on its behalf. Consent is not a condition to obtain goods or services. Msg & data rates may apply. Msg frequency varies. Reply HELP for help and STOP to cancel. You also agree to the Terms of Service and Privacy Policy.

Note: In order to collect subscribers compliantly, your shop's Terms of Service and Privacy Policy need to be hyperlinked in the language shown above. If they cannot be hyperlinked, the full URLs of each need to be included so a viewer may search your terms or privacy policy.

For example, "View our Terms of Service (https:/myshop.com/terms-of-service/) and Privacy Policy (https://myshop.com/privacy-policy/).”

Note: When collecting subscribers using a list growth integration, subscribers will be prompted with a "Reply Y to Subscribe" text to confirm their opt-in. This allows your shop to confirm they are a valid, consenting subscriber. This Reply Y interaction is automatic and cannot be deactivated

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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