Our Email processor feature give you the ability to send emails to Kaisa, which we then parse, store as forms and then through our Engagement builder, engagements can then be triggered. You may want to use this feature to trigger and send NPS surveys or perhaps send emails with additional information to customers. For more information regarding our Engagement builder please refer here.

How to get started.

To parse the emails you send to us, this requires custom mapping on our side, please contact out support team at support@kaisa.io who can assist you with getting this part setup. You can then let us know what kind of details you wish to send, however, there are a few mandatory parameters you must send:

• Your advid wich lets us know what Master account this is connected to. The advid will be the same as your API tag.

• A custnr for the related subaccount.

• You must also include a from email address in the body of the email.

If you require additional details regarding the custnr you can refer to our article on What's the difference between a custnr and a customer_id?

Once everything is setup, you can send emails to us following this format:

<advid>+<custnr> OR <advid>-<custnr> in the to field of the email or in the x-forwarded-for header with the domain @forms.kaisa.io 

The email address is for example:

advid+custrn@forms.kaisa.io 

How to setup your engagement.

Once the mapping has been completed and the email received from your side, we can now look into creating a new workflow in Engagement Builder.

First add a workflow name and set it to what account/accounts it should apply to.

Then we can pick the event criteria which should be met for the engagement to trigger. You will need to pick A form submission has been received and then you can add additional trigger criteria if you wish. We have chosen criteria in this example that means this Engagement would only be sent if a visitor email and phone number were also present.

Lastly you should setup a delivery method. You should choose to send a webhook, then you will need to include the endpoint to which the data will then be sent and then add what you wish to send, This should be added into the POST request body.

To help you setup a POST request body you can use our inbuilt Macro's. You can also find a more comprehensive guide to Macro's in our Macros in the Engagement Builder article.

If you require any further assistance or need any additional information, please reach out to our support team at support@kaisa.io who will be happy to help!