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Annex CloudUpdated 4 months ago

This integration was built by our partners and the wait time in case of any technical issues might be a bit longer than for a regular support request.


Annex Cloud is a cloud-based customer loyalty solution that provides integrated loyalty, engagement, and retention solutions for enterprises. A range of program types are supported, including online, omnichannel, paid membership, social, incentives, and more.

See the loyalty information of a customer directly in Gorgias at the time of opening a new ticket or existing ticket of a customer.



Steps

1. Go to Settings -> App Store -> HTTP integration.

2. Click Add HTTP Integration.

3. Fill the following fields as shown below:

Integration name: Annex Cloud
Description: Get Loyalty Data
Triggers: Check Ticket created and Ticket update
URL: https://api.socialannex.com/gorgias/v3/getUserinfo.php?email={{ticket.customer.email}}&siteid=[Your Annex Cloud SiteID]

The SiteID field will be unique for your account and is created on the Annex Cloud end - reach out to the Annex Cloud team if you don't have the SiteID available.


HTTP Method: GET

Response content-type: application/json

4. Click Add Integration and the result should look like this:



Testing the integration

1. Pull one customer email example that has Annex Cloud data available.

2. Create a new ticket with an internal note only for the customer in question:

3. Click on the cog icon in the top right corner and locate the Annex Cloud widget, then drag the widget to the customer’s sidebar:
4. Change the Create data and Opt-in date fields type to Date then click Submit.
5. Click Save Changes.

For the data to be pulled for other customers as well, a ticket needs to be either created or updated, so as soon as a customer that has Annex Cloud data available reaches out, the widget will populate automatically.

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