Okendo integrates with Postscript, making it easier to incorporate Okendo data into automations, segments, campaigns and campaign flows, enabling you to reach audiences with highly personalized and timely communications.

To integrate Okendo with Postscript, you will first need to provide Okendo with permission to send messages to your Postscript account. This guide will give details for this process as well as the next steps you can take to complete the integration.

In this article, you'll learn about the following:

How to create an API key and use it to connect Okendo and Postscript.
The profile properties and events sent to Postscript.
Capturing reviews through legacy automations.
Using profile properties and events in automation flows, segments, campaigns and campaign flows.

Before you get started, please ensure both Okendo and Postscript are installed. The Postscript app can be installed from Shopify here.

Create an API Key in Postscript

Visit https://app.postscript.io/account/api and create a Security Key Pair.
Click show to view your Private Key (your Public Key will not work for authorisation) and copy it or write it down.

Connecting Okendo to Postscript

Go to Settings > Integrations.
Open the Postscript section and copy your Private API Key into the corresponding field.
Select Save. Okendo will connect to Postscript and set up your Automation Trigger for use as outlined below.

Set up your Postscript Sequence in Okendo

Go to Mail > Sequences.
Select + New Sequence and then the Postscript template. Give your new Sequence a name and click Create Sequence.
Set the Wait time as desired, and add the details for the Email Review Request which will be sent to customers who do not opt in to SMS messaging.
Save your changes and Start your new Sequence.

Profile properties and events sent to Postscript

⚠️ Okendo will sync profile properties and events data for existing subscribers in Postscript. Okendo WILL NOT sync profile properties or events data (nor will it create a new record) for any Okendo customer, that does not have an existing Postscript subscriber record.

Customer profile properties

The following are profile properties that are added to a subscriber's profile, in Postscript.

Property name	Description
Okendo Given Name	The first name of the customer.
Okendo Family Name	The last name of the customer.
Okendo Average Review Rating	The average rating given by the customer across all reviews.
Okendo Average Review Sentiment	The general sentiment of the customer's reviews.
Okendo Latest Review Rating	The rating given in the customer's most recent review.
Okendo Latest Review Sentiment	The sentiment of the customer's most recent review.
Okendo Latest NPS Category	The category of the customer's latest Net Promoter Score (NPS).
Okendo Latest NPS Date	The date of the customer's latest NPS.
Okendo Latest NPS	The score of the customer's latest NPS.
Okendo Number of Reviews	The total number of reviews submitted by the customer.
Okendo Number of Survey Responses	The total number of survey responses submitted by the customer.
Okendo Referral Shareable Link	A link that the customer can share for referrals, if present.
Okendo Number of Successful Referrals	The total number of successful referrals made by the customer.
Okendo Latest Successful Referral Date	The date of the customer's latest successful referral.
Okendo Total Successful Referral Revenue	The total revenue generated from the customer's successful referrals.
Okendo Loyalty Enrolment Date	The date when the customer enrolled in the loyalty program.
Okendo Loyalty Next Birthday Date	The next birthday date for the customer in the loyalty program.
Okendo Loyalty Points Balance	The current balance of loyalty points for the customer.
Okendo Loyalty Points Expiry Date	The date when the customer's loyalty points will expire.
Okendo Loyalty Program Status	The current status of the customer in the loyalty program.
Okendo Loyalty VIP Tier	The VIP tier of the customer in the loyalty program.
Okendo Loyalty VIP Tier Expiry Date	The expiry date of the customer's VIP tier status.

Event types and event properties

The following are events and their subsequent properties, added to subscriber profiles in Postscript.

`Review Created`

A custom event that is logged in Postscript, when a customer submits a review.

Properties

Bought For: The recipient of the product.
Coupon Code: The code for a discount coupon, if present.
Coupon Description: A description of the discount coupon, if present.
Is Recommended: Indicates whether the reviewer recommends the product (Yes/No).
Language Code: The language in which the review is written.
Loyalty Events: Information about loyalty events, if present.
Loyalty Points: The number of loyalty points awarded, if present.
Loyalty Provider: The provider of the loyalty program, if present.
Next-Day Delivery: Whether the order included next-day delivery.
Overall Sentiment: The general feeling or sentiment expressed in the review.
Photo Count: The number of photos included with the review.
Product Name: The name of the product being reviewed.
Product URL: The web address (URL) for the product.
Rating: The rating given to the product, typically on a scale (e.g., 1 to 5 stars).
Review Body: The main text of the review.
Review Created Date: The date when the review was created.
Review Title: The title or headline of the review.
Reviewer Country Code: The country code of the reviewer.
Reviewer Display Name: The display name of the reviewer.
Reviewer Full Name: The full name of the reviewer.
Reviewer Zone Code: The zone code of the reviewer.
Source: The source of the review, if present.
VariantID: The unique identifier for the product variant, if applicable.
Video Count: The number of videos included with the review.
Variant Name: The name of the product variant, if applicable.
ProductID: The unique identifier for the product.
SKU: The stock keeping unit, a unique identifier for the product.
Okendo Average Review Rating: The average rating given by the customer across all reviews.
Okendo Has Submitted Media: Indicates whether the customer has submitted photos or videos (Yes/No).
Okendo Latest Review Rating: The rating given in the customer's most recent review.
Okendo Number of Reviews: The total number of reviews submitted by the customer.

💡 Attributes captured in the review, may also be included as event properties, and passed to Postscript.

`Review Request Created`

A custom event that is logged in Postscript, when a fulfilled order meets the recruitment requirements.

Properties

Email Address: The email address of the customer.
First Name: The first name of the customer.
Last Name: The last name of the customer.
Name: The name of the product for review.
Image Url : The URL to retrieve a product image.
Order Fulfilled Date: The date the product order was fulfilled.
Order Number: The product order number.
Review Request Id: The unique ID assigned to the product request.
Review Url: The URL where the customer can leave a review.
Variant Name: The name of the product variant (if any) on the order.

`Submitted Okendo Quiz`

A custom event that is logged in Postscript, when a customer completes a quiz.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Quiz Name: The name of the quiz taken by the customer.
Quiz Response ID: A unique identifier for the quiz response.
Redirect URL: The URL to which the customer is redirected after completing the quiz, if applicable.
First Recommended Product ID: The identifier for the first recommended product, if applicable.

`Received Okendo Referral Coupon`

A custom event that is logged in Postscript, when a referral coupon is issued to a customer.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Date Received: The date when the coupon was received.
Customer Role: The role of the customer (e.g., referrer or recipient).
Coupon Code: The unique code for the coupon issued to the customer.
Coupon Description: A brief description of the coupon.
Coupon Expiry Date: The date when the coupon will expire.
If the coupons is used on an order, the the following details are also sent:
- Recipient Order Discount Amount: The discount amount applied to the recipient's order.
- Recipient Order ID: The identifier for the recipient's order, converted to a remote ID format.
- Recipient Order Number: The order number for the recipient's order.
- Recipient Order Total Price: The total price of the recipient's order.

`Redeemed Okendo Referral Coupon`

A custom event that is logged in Postscript, when a customer redeems a referral coupon.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Date Redeemed: The date when the coupon was redeemed.
Customer Role: The role of the customer (e.g., referrer or recipient).
Locale: The locale or language preference of the customer.
Order Discount Amount: The discount amount applied to the redeemer's order.
Order ID: The identifier for the redeemer's order.
Order Number: The order number for the redeemer's order.
Order Total Price: The total price of the redeemer's order.

`Opted In to Okendo Referrals`

A custom event that is logged in Postscript, when a referrer opts into a referral program.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Date Opted-In: The date when the referrer opted into the referral program.
Customer Role: The role of the customer (e.g., referrer).
Locale: The locale or language preference of the referrer.
Invitation Link: A link for inviting others, if applicable.
Referrer Email: The email address of the referrer.
Referrer Name: The name of the referrer.

`Okendo Referral Shareable Link Used`

A custom event that is logged in Postscript, when a recipient opts into a referral program. This event is triggered when an anonymous recipient completes their details, after clicking on a shared referral link.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Date Opted-In: The date when the recipient opted into the referral program.
Customer Role: The role of the customer (e.g., recipient).
Recipient Email: The email address of the recipient.
Recipient Full Name: The full name of the recipient.
Verification URL: A URL for verifying the referral, if applicable.
Locale: The locale or language preference of the recipient.

`Opted In to Okendo Referrals`

A custom event that is logged in Postscript, when a recipient opts into a referral program.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Date Opted-In: The date when the customer opted into the referral program.
Customer Role: The role of the customer (e.g., recipient).
Locale: The locale or language preference of the customer.
Invitation Link: A link for inviting others, if applicable.
Verification URL: A URL for verifying the referral, if applicable.
Recipient Email: The email address of the recipient.
Recipient First Name: The first name of the recipient.
Recipient Last Name: The last name of the recipient.

`Sent Okendo Referral`

A custom event that is logged in Postscript, when a referrer sends an invitation to a recipient.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Date Sent: The date when the invitation was sent.
Customer Role: The role of the customer (e.g., referrer).
Invitation URL: The URL of the invitation.
Locale: The locale or language preference of the referrer.
Recipient Full Name: The full name of the recipient.
Recipient Email: The email address of the recipient.
Referrer First Name: The first name of the referrer.
Referrer Last Name: The last name of the referrer.

`Okendo Referral Invitation`

A custom event that is logged in Postscript, when a recipient is sent an invitation link by a referrer.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Customer Role: The role of the customer (e.g., recipient).
Date Sent: The date when the invitation was sent.
Locale: The locale or language preference of the recipient.
Recipient Email: The email address of the recipient.
Recipient First Name: The first name of the recipient.
Recipient Last Name: The last name of the recipient.
Referrer First Name: The first name of the referrer.
Referrer Last Name: The last name of the referrer.
Invitation URL: The URL of the invitation.

`Okendo Referral Rejected`

A custom event that is logged in Postscript, when a referral is rejected.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Customer Role: The role of the customer (e.g., referrer or recipient).
Should Notify Customer: Indicates whether the customer should be notified.
Rejection Reason: The reason for the referral rejection.
Email: The email address of the customer.
Locale: The locale or language preference of the customer.
Rejection Type: The type of rejection (e.g., manual, automatic).

`Enrolled in Okendo Loyalty`

A custom event that is logged in Postscript, when a customer's loyalty status changes. No additional properties are sent.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Description: A description of the action that earned the points.
Action: The specific action that resulted in earning points.

`Okendo Loyalty Points Awarded`

A custom event that is logged in Postscript, when a customer earns loyalty points.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Points Earned: The number of points earned by the customer.
Description: A description of the action that earned the points.
Action: The specific action that resulted in earning points.

`Okendo Loyalty Points Redeemed`

A custom event that is logged in Postscript, when a customer redeems loyalty points, for a reward.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Points Spent: The number of points spent by the customer.
Description: A description of the redemption.
Coupon Code: The code for any coupon associated with the redemption.
Coupon Description: A description of the coupon.

`Okendo Loyalty Tier Changed`

A custom event that is logged in Postscript, when a customer's loyalty tier changes.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Old Tier: The previous tier of the customer.
New Tier: The new tier of the customer.
Earning Period End: The end date of the earning period for the new tier.
Is Tier Upgrade: Indicates whether the change is an upgrade.

`Okendo Loyalty Points Adjusted`

A custom event that is logged in Postscript, when a customer's loyalty points are adjusted by the merchant.

Properties

ActivityID: Unique ID assigned to the event.
Date: Recorded date of event
Adjusted Amount: The amount by which the points were adjusted.
Adjusted Description: A description of the adjustment.

`Okendo Loyalty Tier Upgrade Nudge`

A custom event that is logged in Postscript, when a customer is eligible for a Loyalty tier upgrade. The nudge event is sent, when the customer is within 80% of the spend required for the next tier.

Properties

Current Tier: The current loyalty tier of the customer before the upgrade.
Next Tier: The next loyalty tier that the customer is being nudged to upgrade to.
Spend To Upgrade Tier: The amount the customer needs to spend to reach the next tier.
If the eligibility period is 'lifetime', the following property is included:
- All Time Spend: The total amount the customer has spent over their lifetime.
If the eligibility period is a specific time window, the following properties are included:
- Spent Within Tier Upgrade Window: The amount spent by the customer within the current upgrade window.
- Tier Upgrade Window End Date: The end date of the current tier upgrade window.

`Submitted Okendo Survey`

A custom event that is logged in Postscript, when a customer submits a survey response.

Properties

Survey Name: The name of the survey that the customer completed.
Email Address: The email address provided by the customer.
First Name: The first name of the customer.
Last Name: The last name of the customer.
Survey Questions and Answers: Additional properties containing questions from the survey and the corresponding answers provided by the customer.
If rewardType is "coupon":
- "Coupon Description": A description of the coupon awarded.
- "Coupon Code": The code for the coupon awarded to the customer.
If rewardType is "loyalty":
- "Loyalty Events": The event ID associated with the loyalty reward, if applicable.
- "Loyalty Points": The number of loyalty points awarded, if applicable.
- "Loyalty Provider": The provider of the loyalty program.

`Review Request Cancelled`

A custom event that is logged in Postscript, when a review request is cancelled for a customer.

Properties

Review Request Id: The unique identifier for the original review request

`Update Customer Profile`

A custom event that is logged in Postscript, when the customer profile is updated. No properties are sent.

Capturing reviews through legacy automations

Go to the Automations page in the Postscript App and select Create Automation > Create Legacy Automation
Then select Custom Automation to create your own Legacy Automation.
Fill out the details for your automation:
1. Give the automation a name
2. Ensure that you have selected Okendo Review Request from the Automation trigger dropdown list
  1. (Optional, for reminder only) You may also want to select Okendo Review Created for the Cancellation Trigger if you wish to set up a reminder message
3. DO NOT toggle on Once per subscriber
4. We recommend you select No for User filter (although OKendo
Once you have completed the form, select Save & Continue to Messages
On the next page, edit the message content to personalize the SMS that will be sent to customers:
1. Make sure that the {review_url} tag is included in your message, otherwise the customer will have no way to leave a review! You can either write it yourself, or use the More dropdown and select Add Tag, and then select the Review Url tag and click Insert Tag
2. Check the Wait option. Remember that the Sequence you are using in the Okendo App will also have a Wait option. You can use either one to set up the waiting period between the customer's order being fulfilled and the review request being sent, but be careful about using both, as the customer could be waiting twice as long as expected before receiving their SMS
  1. (Optional, for reminder only) If you wish to set up a reminder message simply follow the instructions in 3b and add a new message to the automation. Be sure to set up a delay so that the reminder SMS isn't sent out immediately after the first message. An second SMS won't be sent if the customer submits a review after receiving the first message
Click Save Automation.

For more information on creating legacy automations, refer to the Postscript support center.

Using profile property and events data in automation flows, segment creation, campaigns and campaign flows

Leverage profile properties and events in Postscript's automation flows (as triggers, filters and content within messages) to deliver targeted messages to audiences, at specific stages of the customer journey.

💡 To experience the full capability of profile properties and events, we recommend you use automation flows, rather than legacy automations.

Profile properties can also be used to create customer segments that can be later used in one-off promotional campaigns or campaign flows.

For more information on Automation Flows, Segments, Campaigns and Campaign Flows, refer to the following Postscript articles:

If you have any specific questions or need further assistance, feel free to reach out to our support team.

Integrating Klaviyo with Okendo

Integrating Referrals and Klaviyo

Sending referral emails through Klaviyo

Getting started with Attentive and Okendo

Sending referral emails through Attentive

Integrating Postscript with Okendo

Create an API Key in Postscript

Connecting Okendo to Postscript

Set up your Postscript Sequence in Okendo

Profile properties and events sent to Postscript

Customer profile properties

Event types and event properties

Review Created

Properties

Review Request Created

Properties

Submitted Okendo Quiz

Properties

Received Okendo Referral Coupon

Properties

Redeemed Okendo Referral Coupon

Properties

Opted In to Okendo Referrals

Properties

Okendo Referral Shareable Link Used

Properties

Opted In to Okendo Referrals

Properties

Sent Okendo Referral

Properties

Okendo Referral Invitation

Properties

Okendo Referral Rejected

Properties

Enrolled in Okendo Loyalty

Properties

Okendo Loyalty Points Awarded

Properties

Okendo Loyalty Points Redeemed

Properties

Okendo Loyalty Tier Changed

Properties

Okendo Loyalty Points Adjusted

Properties

Okendo Loyalty Tier Upgrade Nudge

Properties

Submitted Okendo Survey

Properties

Review Request Cancelled

Properties

Update Customer Profile

Capturing reviews through legacy automations

Using profile property and events data in automation flows, segment creation, campaigns and campaign flows

`Review Created`

`Review Request Created`

`Submitted Okendo Quiz`

`Received Okendo Referral Coupon`

`Redeemed Okendo Referral Coupon`

`Opted In to Okendo Referrals`

`Okendo Referral Shareable Link Used`

`Opted In to Okendo Referrals`

`Sent Okendo Referral`

`Okendo Referral Invitation`

`Okendo Referral Rejected`

`Enrolled in Okendo Loyalty`

`Okendo Loyalty Points Awarded`

`Okendo Loyalty Points Redeemed`

`Okendo Loyalty Tier Changed`

`Okendo Loyalty Points Adjusted`

`Okendo Loyalty Tier Upgrade Nudge`

`Submitted Okendo Survey`

`Review Request Cancelled`

`Update Customer Profile`