Tutorial: How to validate participant emails to Placewise in real-time Follow
The integration of Easypromos with Placewise allows participants to quickly and easily validate their email addresses, optimizing the user experience and avoiding unnecessary steps. The real-time verification ensures that participants already registered in Placewise can immediately join the promotion, while new users will have the option to register and join the loyalty program.
This workflow ensures that users can engage with the promotion directly and without complications, improving efficiency for both the promotion administrator and the participant.
These are the contents of the tutorial
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What will the user experience be like
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Requirements
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Step-by-step configuration
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How to test the integration
1. What will the user experience be like?
For users already registered with Placewise:
Participants will enter their email address to join the promotion. If the email is recognized, they will be able to continue with the registration without issues.
For users not registered with Placewise:
If the email is not recognized, a personalized error message will appear, including a link to register for the loyalty program through Placewise.
2. Requirements
Next, we explain the prerequisites that the promotion administrator must consider in order to configure the integration.
Requirements in Placewise
1. Have an account in Placewise
The first requirement for integration is to have an account on the Placewise platform.
2. Obtain the necessary data for integration
Next, the promotion administrator must contact their Placewise representative to request the necessary data to configure the integration in Easypromos. The required data are as follows:
- Unique identifier of the loyalty club (x-loyalty-club-slug).
- Client authorization token (x-client-authorization).
Requirements in Easypromos
1. Have an account in Easypromos
An active Easypromos account with a White Label or Corporate plan is required.
2. Promotion configuration
The promotion must be configured in Identified Mode or Visitor Mode, as applicable.
3. Step-by-step configuration
Below are the steps that the promotion administrator must follow to configure the integration.
Step 1. Set up "Email" as the access method to the promotion
From the editor, navigate to the Login and Registration section and select “Email” as the access method.
Step 2. Webservice Configuration
Next, configure the following options:
1. Select the validation method via Webservice: In the "Email Restrictions" option, you should select the "Via external API (Webservice)" as the email restriction method.
2. Method: `GET`
3. Content-Type: `JSON`
4. Headers:
Header name | Header value |
x-client-authorization | Authorization token provided by Placewise. |
x-loyalty-club-slug | Unique identifier for the loyalty club. |
x-product-name | "easypromosapp" |
x-user-agent | "easypromosapp" |
5. Webservice URL:
https://api.mpc.div.placewise.com/v3/{x-loyalty-club-slug}/members/by_email/{EMAIL}
6. Error message: Set up a custom error message informing the user that their email is not registered. Include a link to the Placewise registration page, allowing users to sign up.
7. Enable email validation (optional): This ensures only valid and active email addresses can participate in the promotion, improving data quality.
Finally, save all changes and verify that the configuration is correct.
4. How to test the integration
To test the setup, you will need a valid email address registered with Placewise. If you don’t have one, you can contact your Placewise representative to create a test account, or refer to the Placewise API documentation for creating and managing members.
By following these steps, your promotion will be fully integrated and ready to validate emails with Placewise.
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