Getting Started With VTEX Plugin for Engage

This guide gives you the information you need to start using data from your VTEX store in Mapp Engage.

General Information

Thanks to Mapp's integration with VTEX, you can import user, product, prices, and transactions data into Mapp Engage. The data is stored in Engage as related data, and can be used across the Engage system to personalize and send messages through multiple channels.

Prerequisites

To set up the integration, you need an active admin account on VTEX, and an active Engage platform with activated Related Data.

Procedure

A) Create Groups and Emails in Mapp Engage

Documentation

Description

Create a New Group

Create two groups. You need these two groups because your contacts will receive different messages depending on whether they are a registered user of your online store or not.

Subscribers group. This group will be used for those contacts, who only subscribed to receive the newsletter.
Customers group. New contacts who sign up to have an account in your online store will be added to this group.

Email Messaging

(optional) If you want to send messages from Mapp Engage, you must prepare them in advance. Create email messages for:

created orders
canceled orders
approved payments
invoiced orders

Note that if you decide to send messages with Mapp Engage, you must disable these messages in VTEX. For more information, see Install the Mapp Engage Plugin in the VTEX online store.

System Messages

(optional) Create a double opt-in message. This is also optional and depends on your opt-in policy.

B) Set up the Integration in Mapp Engage

This step involves setting up the connection between Engage and VTEX.

Documentation	Description
Create an Integration	This document describes the basic procedure to create an integration in Mapp Connect.
Authentication	Gives you basic information about authenticating the connection between your plugin and Mapp Connect.
Mapping	VTEX comes with a default mapping, but of course you can customize it. In these articles you will find general information about mapping, as well as instructions on how to add and edit mapping in Mapp Connect.

For more information, see Integration Setup Process.

C) Feed data from VTEX into Mapp Engage

Documentation	Description
Prepare Data for Initial Import into Mapp Engage	There are some differences between the format of the data files in VTEX and the format you need to import into Mapp Engage. This section describes how to download the data from VTEX and convert it to a format compatible with Mapp Engage. This is a once-off effort. After this initial data preparation and import, and completing all other steps of this procedure, data will be fed into the Mapp Engage system automatically. Download contact, orders, and product data in CSV format from VTEX. Convert the files with use of the provided scripts.
Import product data	Import product data in CSV format into Mapp Engage.
Import orders data	Import order data in CSV format into Mapp Engage.
Import contact data	Import contact data in CSV format into Mapp Engage.

D) Install and configure the Mapp Engage Plugin in the VTEX online store

Documentation	Description
Install the Mapp Engage Plugin	Step-by-step installation and basic configuration process for the Mapp Engage Plugin.
Configure Triggers	Triggers make updates to the customer data, based on their behavior in your online store. The first update of these data happens when you upload the CSV file from VTEX into Mapp Connect (see C above). Once this step is completed, these updates will happen automatically, thanks to these triggers.

E) Start using the data

Now that all your data is available in Mapp Engage, you can start using the system's rich communication possibilities. Here are some recommendations:

Documentation	Description
Segment your audiences	Use Mapp's Segmentation Builder to segment your audiences based on their profile, purchase history and other relevant information.
Email Messaging	Send personalized emails to your contacts.
Whiteboards	Build automations that carry out complex customer journeys for you. You can design different automations for different audiences.