Sync your Okendo customer profile and review data directly to Dotdigital. This will enable personalized marketing campaigns based on your customers' behavior and engagement with your brand.
The Dotdigital and Okendo integration allows you to automatically transfer customer profile data and insights into your Dotdigital account. By syncing this data, you can create targeted email and SMS marketing campaigns based on customer reviews, referrals, loyalty, and more.
This article walks you through how to connect Dotdigital with Okendo and outlines what data is shared between the two platforms.
In this article, you will learn about:
Connect Okendo with Dotdigital
Syncing Okendo attributes against Dotdigital contacts
Sending review request emails from Dotdigital
Known limitations
💡 To use this integration, you will need to be on an Okendo Power Plan or above.
Connecting your Dotdigital account to Okendo
To enable the integration, follow these steps:
Step 1: Add a new API User
Follow the instructions on this Dotdigital support article, to add an API user.
💡 If you already have an API user set up for Okendo in Dotdigital, you can proceed to the next step.
Step 2: Enable the Dotdigital integration in Okendo
Go to Settings > Integrations > SMS & Email > Dotdigital in your Okendo Admin.
Enter a API Username and API Password from your Dotdigital account.
Click Connect.
Once connected, Okendo will automatically start syncing profile properties to contacts, in your Dotdigital account.
Matching contacts
When syncing profile properties to Dotdigital, Okendo will try to match its profiles with Dotdigital contacts (using email addresses as the unique identifier). It will update any Dotdigital contacts that it can match. When it cannot find a matching contact, it will create a new contact.
Syncing Okendo profile and review data to Dotdigital contacts
The following Okendo data is added as contact-level insights data. You can find these against each Dotdigital contact, through the following steps:
In Dotdigital, locate a contact by going to Dotgitial > Audience > Contacts.
Opening the contact's profile.
Navigate to Insights Data > Insights collections and select Okendo.
Okendo profile properties are grouped into two insights data records:
customer-profilerecord: This record contains a number of profile properties specific to member interactions with Okendo products.last-review-requestrecord: This record contains information, specifically designed to support review request communications. Should you decide to send review request emails via Dotdigital, Okendo will update this record, to assist with creating triggered email templates and segments as well as executing programs.
customer-profile record
The following profile properties are posted to the customer-profile record:
'okendo-given-name': John
'okendo-family-name': Smiths
'okendo-average-review-rating': 4.9
'okendo-average-review-sentiment': neutral
'okendo-latest-review-rating': 5
'okendo-latest-review-sentiment': positive
'okendo-latest-nps-category': Sample NPS Category
'okendo-latest-nps-date': 2025-02-24T09:00:19.390Z
'okendo-latest-nps': 9
'okendo-number-of-reviews': 5
'okendo-number-of-survey-responses': 3
'okendo-referral-shareable-link': https://oken.do/sample
'okendo-number-of-successful-referrals': 2
'okendo-latest-successful-referral-date': 2025-02-24T09:00:19.390Z
'okendo-total-successful-referral-revenue': 42
'okendo-loyalty-enrolment-date': 2025-02-24T09:00:19.390Z
'okendo-loyalty-next-birthday-date': 2025-02-24T09:00:19.390Z
'okendo-loyalty-points-balance': 42
'okendo-loyalty-points-expiry-date': 2025-02-24T09:00:19.390Z
'okendo-loyalty-program-status': 'Enrolled'
'okendo-loyalty-vip-tier': 'Platinum'
'okendo-loyalty-vip-tier-expiry-date': 2025-02-24T09:00:19.390Z
Profile questions
Profile questions enable you to capture more information about customers, as part of the Okendo Review response form or Okendo Survey. Responses to profile questions are inserted under the customer-profile record, as additional properties.
These will also be written in kebab-case and prefixed with okendo- . For example okendo-age-range: 35-44 could be one of these properties.
last-review-request record
If you choose to send review request emails from Dotdigital, the following information is posted to the last-review-request record:
"latest-review-request": {
"products": [
{
"image-url": "https://cdn.shopify.com/s/files/1/0667/7587/5864/files/Screenshot2024-08-01at4.56.59PM.png?v=1722495486&width=450&height=450",
"review-rating-urls": [
{
"stars": 1,
"url": "https://4n672c75wl.execute-api.ap-southeast-2.amazonaws.com/dev/stores/effdeaae-94f0-46ae-8e80-342fcfc1d331/review_request/e20633cf-afc9-49e7-b8f2-86f616e286c2/redirect?pId=9409081475352&seId=51bb50d4-b02f-40f7-aa14-8cb93e62b563&r=1"
},
{
"stars": 2,
"url": "https://4n672c75wl.execute-api.ap-southeast-2.amazonaws.com/dev/stores/effdeaae-94f0-46ae-8e80-342fcfc1d331/review_request/e20633cf-afc9-49e7-b8f2-86f616e286c2/redirect?pId=9409081475352&seId=51bb50d4-b02f-40f7-aa14-8cb93e62b563&r=2"
},
{
"stars": 3,
"url": "https://4n672c75wl.execute-api.ap-southeast-2.amazonaws.com/dev/stores/effdeaae-94f0-46ae-8e80-342fcfc1d331/review_request/e20633cf-afc9-49e7-b8f2-86f616e286c2/redirect?pId=9409081475352&seId=51bb50d4-b02f-40f7-aa14-8cb93e62b563&r=3"
},
{
"stars": 4,
"url": "https://4n672c75wl.execute-api.ap-southeast-2.amazonaws.com/dev/stores/effdeaae-94f0-46ae-8e80-342fcfc1d331/review_request/e20633cf-afc9-49e7-b8f2-86f616e286c2/redirect?pId=9409081475352&seId=51bb50d4-b02f-40f7-aa14-8cb93e62b563&r=4"
},
{
"stars": 5,
"url": "https://4n672c75wl.execute-api.ap-southeast-2.amazonaws.com/dev/stores/effdeaae-94f0-46ae-8e80-342fcfc1d331/review_request/e20633cf-afc9-49e7-b8f2-86f616e286c2/redirect?pId=9409081475352&seId=51bb50d4-b02f-40f7-aa14-8cb93e62b563&r=5"
}
],
"review-url": "https://4n672c75wl.execute-api.ap-southeast-2.amazonaws.com/dev/stores/effdeaae-94f0-46ae-8e80-342fcfc1d331/review_request/e20633cf-afc9-49e7-b8f2-86f616e286c2/redirect?pId=9409081475352&seId=51bb50d4-b02f-40f7-aa14-8cb93e62b563",
"variant-name": "Large",
"name": "T-Shirt"
}
],
"review-request-date-created": "2025-07-27T12:10:32.968Z",
"review-request-id": "e20633cf-afc9-49e7-b8f2-86f616e286c2",
"order-fulfilled-date": "2025-04-14 06:14:08",
"first-name": "James",
"last-name": "Bond",
"variant-i-ds": [
"48900461396248"
],
"product-i-ds": [
"9409081475352"
],
"email-address": "james.webb@sampleemail.com",
"order-number": "#1034"
}
Using insights data in Dotdigital
Once you've integrated Okendo with Dotdigital, you can use insights data to help create relevant, highly personalized communications, for various touch points with your customers.
Use as part of segment rules, for programs designed for specific interactions. For example, use enrolling customers into a review request email.
Sending review request emails from Dotdigital
Managing review request emails from Dotdigital is simple. You will need to follow these steps:
Provision a review sequence for Dotdigital
Customize a triggered email campaign template in Dotdigital
Create a review request program
Provision a review sequence for Dotdigital
Create a new review sequence, as per this support article, however select Integrations > Dotdigital.
2. Complete configuration of the RECRUIT, WAIT and SEND blocks.
Create a triggered email campaign in Dotdigital
Create a template for your triggered email campaign, as per this support article.
EasyEditor app block for reviews
We have developed an EasyEditor app block, that will make adding review content to your template simpler.
Go to Automation > Triggered email.
Locate the triggered email campaign template for review requests and select Edit.
On the left hand side of the Easy Editor, navigate to the Okendo section.
Drag the Okendo Review Request app block to the desired position on your campaign template.
5. Complete any remaining edits to your template and save.
Create a review request program
Create a new program to automate review request email sends to eligible customers.
Go to Automation > Programs.
Select New Program > Blank Template. Give your program a name and select Continue.
Select Create a start condition. This is the Start node.
Select Enrollment schedulling > Set Schedule. Choose an enrollment schedule and time of enrollment to your liking, and select Apply.
💡 We recommend that you set this to Daily, to ensure your program delivers review requests in a timely manner.
5. Next, select Enrollment rule > Set Rule > Trigger from Segment and either choose Copy Existing (if you have this review request segment created already) or Create New (if you are creating the review request segment for the first time).
6. If you are creating a new review request for the first time, add a Segment name. Then drag the Okendo block (under Data) into the section Include contacts that match all the rules in this group. Once you've done this, click on the block.
7. Leave the contact filter as Number of and The number of records is greater than or equal to 1.
8. In Record filers, click on the drop down and select review_request_date_created. In the new drop downs select occurs in the last 1 day. Then select OKAY, Apply (in the Edit Segment page) and Apply in the Enrollment rule page.
9. Finally, select Enrollment Limits > Set Limit. Select Re-enrol contacts on the program every day they meet the start criteria. Select Apply.
10. In the Start section, select Apply again to confirm the conditions for the Start node.
11. Now locate the Email campaign block (under the Messaging heading) and drag it onto the canvas, connecting it to the Start node.
12. Click on the block and choose Select Campaign. You should now see a list of triggered email campaigns. Select the campaign created previously and then Apply (in the Send email campaign section).
13. Locate the End block and add it to the canvas, attaching it to the Email Campaign block.
14. Finally, once you're happy with the program setup, select Activate.
This program will now run at the same time each day, looking for customers that became eligible for a review request email in the last day. It will send them the review request in the form of a triggered email campaign template.
Known limitations with sending review request emails
To enable review request emails, Okendo sends properties and values to a contact-level insights record (latest-review-request), aggregated into a data insights collection ('Okendo'). As data insight records can only hold one set of properties and values at a time, should a customer process two or more orders in a short timeframe, then it is feasible that data from the last order processed is used to populate the review request emails of all orders on the same day. Please keep this in mind, when evaluating the suitability of sending review request emails from Dotdigital.
We continue to work with Dotdigital on how we can provide better solutions and a more robust experience for both merchants and their customers.
If you have any specific questions or need further assistance, feel free to reach out to our support team.