Annex Cloud

Updated 1 month ago by Tina

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.

How it works

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

Setup instructions

  1. In your Gorgias account go to Settings > Integrations > HTTP
  2. Select ‘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
    Please note that the siteid filed will be unique for your account and the one shown above is just an example. Site ID is created on the Annex Cloud end after the client is onboarded. Please reach out to the Annex Cloud team if you do not have the site ID available.
    HTTP Method: GET
    Response content type: application/json
  4. Click ‘Add integration’

That’s it! Your Annex Cloud is now connected with Gorgias! 🎉

Testing the integration
  1. Pull one customer email example that has Annex Cloud data available
  2. In Gorgias, create a new ticket with an internal note only for the customer in question
  3. Click on the little gear icon in the top right corner and locate the Annex Cloud widget. Pull the widget to the customer’s sidebar
  4. Change the ‘Create data’ and ‘Opt in date’ fields type to Date.
  5. Submit and save the changes 🙂
Please note that 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 to you > the widget will populate automatically!
Please note that this integration was built by our partners and while we do support it, in case any technical issue arises, the wait time might be a bit longer than for a regular support request. Thanks for your understanding!

What do you think? Yay or Nay?