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Gorgias - Integration Manual

Mags Maras avatar
Written by Mags Maras
Updated this week

The Gorgias x LoyaltyLion integration is available to all customers on all plans πŸŽ‰

Why LoyaltyLion and Gorgias?

Gorgias is the complete helpdesk designed specifically for Shopify stores. Using LoyaltyLion and Gorgias together, you can see loyalty profiles, award points, and encourage referrals directly from within your helpdesk.

If you're using Gorgias for your helpdesk, you can connect it to LoyaltyLion to display loyalty information next to support tickets.


Benefits of integrating Gorgias

  • When a customer contacts you on Gorgias, display their profile from LoyaltyLion

  • Award points to customers using Macros*

  • Insert the referral URL as a variable in a Macro*

*Both of these require custom actions to be created using HTTP Webhooks in a Macro. To set these up, please see this Gorgias article.


How to integrate LoyaltyLion with Gorgias

  1. Open this form and fill in your email address and your Gorgias sub-domain.

  2. Log in to your Gorgias account, and go to Settings -> Advanced -> REST API.

    1. If you don't have an API key there already, click on Create API Key.

    2. Under Password (API Key), click on Copy, and paste this into the Gorgias API Key field in the form.

  3. Log in to your LoyaltyLion account, and navigate to Manage > Settings > Program settings > General.

    1. Scroll down to find your API token and API secret (both should look like this: 12345a67a8bbb90ccd00)

    2. Insert them respectively in the LoyaltyLion API Token and LoyaltyLion API Secret fields in the form.

  4. Click on Connect with LoyaltyLion.

The LoyaltyLion widget will then show in tickets from customers who have LoyaltyLion data:


How to set up loyalty Macros in Gorgias

Once you have integrated LoyaltyLion with Gorgias, there are several loyalty macros and automations you can set up in Gorgias. Here are a couple to get you started:

1) Refer a Friend macro

Use this macro to pull through LoyaltyLion data as a custom variable and auto-populate the macro, and send the customer’s unique referral link.

Steps to set up:

  1. Navigate to Settings β†’ Productivity β†’ Macros

  2. Click Create macro in the top right

  3. Add the variable {{ticket.customer.integrations.loyaltylion.referral_url}} in your macro

Example:

Hi {{ticket.customer.firstname}},

Thanks for contacting us. You can refer a friend using the rewards page when you are logged into your member account.

Your link is {{ticket.customer.integrations.loyaltylion.referral_url}}

This provides your friends with a discount code and you also have a chance to earn points for this!

Please note that the discount is only available in the currency you are using and your friend also has to be a first-time customer.

Your friend will be required to make an order over Β£120 and keep the order to qualify for you to get the discount.

This will be provided 30-40 days after the order is made.

If you have any other queries, please let us know! We are always happy to help.



2) Award Points macro

Set up this macro to award any number of points to a customer using a custom HTTP action and updating the points balance in LoyaltyLion without leaving Gorgias.

Steps to set up:

  1. Navigate to Settings β†’ Productivity β†’ Macros

  2. Click Create macro in the top right

  3. Click Add action β†’ External actions β†’ HTTP hook

  4. Configure the HTTP hook with the following settings:

Title: Award any number of points to a customer

Method: POST

Headers:

Authorization: Basic {base64 encoded API key}

Content-Type: application/json

Body: {"points": 1500}

Key Configuration Notes

  • Replace XXXXX in the URL with the integration number of the LoyaltyLion integration. In your Gorgias account, this is the last string of numbers visible in the URL when on the LoyaltyLion integration page under Settings β†’ App Store β†’ HTTP integration.

  • Authorization: The API key must be Base64-encoded and passed as a Basic auth header.

  • Points value: The "points": 1500 in the body can be adjusted to whatever number the brand wants to award. The points field must be of type integer.

Example:

Hi {{ticket.customer.firstname}},

We're so sorry for any inconvenience caused.

We have just gone ahead and added 1500 points to your account, as an apology from us!



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FAQ's

  • For more information and FAQ's, please view Gorgias's help doc here.

Not yet using Gorgias?

Reach out support@loyaltylion.com and our team would be happy to refer you to Gorgias and help answer any questions!

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