Tag a subscriber

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Integration with GetCourse allows BotHelp to accept subscriber and order data from GetCourse and perform certain actions on the subscriber or within the bot. One example of using the integration could be segmentation of old GetCourse subscribers based on their purchases or membership in a group.

Setting up in BotHelp

1. Obtaining a SecretKey for integration with GetCourse.

• Go to the "Settings" section in the navigation panel of your account.
• Open the Integrations tab.
• Find the GetCourse block and click the Add Integration .
• Copy the received BotHelp SecretKey - you will need it for further configuration.

GetCourse setup steps

In GetCourse, you need to set up a process that will tag BotHelp subscribers if they are in a given group or have made a certain purchase in GetCourse. To set up such a process, follow the instructions below.

1. Creating a process

• Go to the "Tasks" - "Processes" section and click on the Create process .
• Please specify the name of the process.
• Select the object type "Users".
• There is no need to specify anything in the “template” field, the option is “without template”.
• Click the Create .

2. Setting up the process

• In the settings of the created process, in the "Bulk task creation" section, select the "One-time after launch" option.
  • In this case, the created process will be launched only once - immediately after launch.
• In the object entry rules, specify one of the options.
  • "In a group" — if you need to segment subscribers in a specific group. For example, you previously granted access to your lessons based on students' belonging to a group. The rule must specify a specific group of subscribers.
  • "Has an order" - if you need to segment subscribers who have had a completed (paid) order for a specific offer. In the rule, you need to specify the number of orders (at least one), the order status "Completed" and your offer for which the subscriber placed an order.

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3. Creating process logic

• In the settings of the created process, go to the "Process" tab to configure the logic of the process itself.
• Add the Operation block.
  • Please specify the block name.
  • The block must work according to the User.
  • Select the operation type "Call URL".
• In the block settings you need to select the “POST” method.

• In the URL field you need to insert the link:

https://gc.bothelp.io?domain_name={%Your domain in Bothelp%}&token={%Your SecretKey from the BotHelp account%}&email={object.email}&phone={object.phone}&actions[add_tag]={%Label name from the BotHelp account%}

• Important!
  • In the field domain_name instead of the text {%Your domain in Bothelp%} you need to specify the domain of your account in BotHelp. Curly brackets {} and % signs need to be removed. The final entry will be in this format: domain_name=mybhaccount .
  • In the token , instead of the text {%Your SecretKey from the BotHelp account%}, you must specify the BotHelp SecretKey from the integration settings of your account (see the first section of this manual). Curly brackets {} and % signs must be removed. The final entry will be in this format: token=qwerty123456 .
  • In the actions[add_tag] , instead of the text {%Tags name from the BotHelp account%}, you must specify the name of the tag that the subscriber will need to add. Curly brackets {} and % signs must be removed. The final entry will be in the following format: actions[add_tag]=metka .
  • Example of a ready link:

https://gc.bothelp.io?domain_name=mybhaccount&token=qwerty123456&email={object.email}&phone={object.phone}&actions[add_tag]=metka

• Important! A tag with this name must already be in your BotHelp account. Otherwise, it will not be added to the specified subscriber.
• Important! It is not recommended to use Cyrillic and special characters (!, ?, #, etc.) in the label name.
  For the link to work correctly, such label names must be encoded, for example, here . Insert the already encoded value into the link. If the label name is in English, encoding is not required.
• What is this link for?
  • With this link, GetCourse sends data about the subscriber and the action type so that BotHelp can perform the specified action on the selected subscriber.
  • This link specifies the necessary data about the subscriber and the action:
    • email — the subscriber's email. BotHelp uses it to find a specific subscriber in its database. This is a required field when identifying a subscriber by email.
    • domain_name — the name of your account in BotHelp. This field helps BotHelp understand in which account to look for a subscriber with such an email. This is a required field.
    • token — the secret key of your BotHelp account, which ensures the security of the integration. This is a required field.
    • phone — subscriber's phone. BotHelp can also use it to find a specific subscriber in its database if there are several of them by email. This is an optional field.
    • actions[add_tag] — a parameter that denotes the command "Add a tag to the subscriber". The parameter value specifies the name of the tag that needs to be added to the subscriber.
• Save this block.
• Add a "Process Completion" block and draw links between the blocks.
• The final process should look like this:

• Done! On the "General" tab of the created process, activate the "Approved" checkbox.
• When ready, click the big green Run - the process will start and run once.

You can find out about other possibilities and scenarios for using the BotHelp and GetCourse integration at the link .

If you have not found the answer to your question, ask us in the chat inside your account or write to BotHelpSupportBot or to hello@bothelp.io

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