Integrating with Rule

The Triggerbee for Rule Communication brings you great profiling capabilities to your existing subscriber lists. Use it to trigger emails based on website activities, profile your subscribers in Rule to create hyper segments and become more relevant in your communication.

The integration consists of two steps - one part in Triggerbee and one in Rule. Make sure to do both to integrate fully. 

Step one: Activate the integration in Triggerbee

  1. Log in to Rule and create a new API Key for Triggerbee according to these instructions. Copy the generated API-key. Make sure the API key doesn't add any blank spaces or other extra characters when copying.
  2. In Triggerbee, go to "Apps & Integrations" and activate the Rule App.
  3. Fill out the API key and Press Save. Make sure authentication is successful. Otherwise, an error will be shown after the settings are saved. Try waiting a while if you just created the API-key and authentication is unsuccessful. If the authentication is still unsuccessful, check again that your API-key does not contain any extra characters than copied. Sometimes an extra blank space is added when copying.
  4. Once successfully authenticated, move on to the configuration part.
  5. In the configuration, select what Tags you want Triggerbee to be able to access to create new members in. All your tags are selected by default.
  6. Next, select what properties Triggerbee should automatically update in Rule after every new visit. These are also all selected by default. Also select in what tags the contacts should be updated. We recommend that you only select your master tag:
  7. Save again to be done with the setup in Triggerbee. Then, go to your Rule account to proceed with step two of the integration. 

Step two: Enable automatic identification of subscribers in Rule

When a subscriber clicks through your Rule newsletter to your site, Triggerbee can automatically identify that visitor as a subscriber, and add their email to your Insights lists in Triggerbee, along with the data we have collected on the visitor, such as Interest Profiles, Goals and Consent.

  • In Rule: Click the checkbox "Triggerbee tracking" in your Settings page Triggerbee Integration in Rule Helpdesk
  • If you are using the New Rule interface, this setting is found under

Congratulations, now you are completely done with the integration and setup of Rule! 

Send form submissions to Rule

Once Triggerbee has helped you identify and convert your visitors, you might want to add them to your email subscriber list. This is done through Triggerbee Automations. 

  1. Start by creating and designing your Campaign with a form.
  2. To connect Rule, open the Form Settings and activate Rule. This will automatically create an automation that sends the submitted email address to Rule. If you want the subscriber to have a certain language, you can add that in the "language field" in ISO 639-1 format, eg. the first two letters in ("sv" for Swedish, "en" for English, "no" for Norwegian - in English terms). Otherwise, the subscriber will get the default language in Rule

    The double opt-in option will allow you to send an email to the subscriber, asking them to confirm their email address. This will help you clear your lists from fake emails. Additional configuration is required in Rule in order for this to function, please follow the link to set it up if you want to use this feature

  3. If you are collecting more data in your form, such as telephone numbers, you will also be prompted to map that data to a specific field in Rule.
  4. If you wish to update any other fields on your visitor, you can "Go to Automation", where you add the action "Update field". Select what field in Rule you want to update, and with what Triggerbee data.

  5. Sometimes, subscribers can have unsubscribed but want to sign up again (since they submitted the popup). Toggle the "add even if unsubscribed" button in the "add tag to subscriber" action to do so: 

  6. When you're done with all your actions, press Save. The automation will automatically go live when your campaign goes live. 

    Note: if you don't see any tags in the drop-down menu, please check that you have selected the tags that you want triggers to work with in Apps & Integrations.

Tag and Filter Targeting

With the Triggerbee - Rule integration, you can target onsite campaigns based on what tags and filters the visitor belongs to in Rule. 

  1. Navigate to Audiences and create a new one.
  2. Open the filter options and select the Rule Tag or Filter you want to target. Also, define whether the visitor should be in the list/tag (equals) or not (not equals).

  3. Save the Audience. Now you can use this audience as targeting in your campaigns to communicate with your visitors in this audience. Note: Rule data targeting is only possible for visitors that have been identified, in order for Triggerbee to be able to ask Rule if the visitor is in the specified tag or filter.

Note: In order to utilize Rule Filter in Triggerbee you must activate "sync" on the filter in Rule. Talk you Rule support if you need assistance with this.

Trigger automation in Rule

The Triggerbee - Rule integration also allow you to trigger Automations in Rule directly via Triggerbee events. This is done through Triggerbee Automations.

  1. Navigate to Automations and open the automation you want to edit, or create a new one. 
    1. If you create a new automation, select your triggering event on the left-hand side, eg. when a visitor completes a purchase or logs in.
  2. Add another Action, and select "Trigger an automation". In the dropdown, select the automation you want to trigger. If the list is empty, scroll up here and check if you have completed the integration. 

  3. Save your automation and you're done

Reset contact

Depending on your use case in Rule, you sometimes want to allow the contact to be able to receive multiple emails. This is useful for transactional emails or abandoned cart, where you want the contact to be able to get one email per order or per abandoned cart. And in other cases, eg. welcome emails - you only want the contact to get the email once. 

This is where the RESET feature comes in. When connecting Rule to Triggerbee in your campaign, you will be able to select whether to RESET the contact or not. Reset is off by default.

Use cases for when you want to activate RESET:

  • Abandoned Cart
  • Abandoned Browse
  • Order confirmation email

Remove tags from subscribers in Rule

Apart from adding subscribers and tags to them in Rule, Triggerbee can also remove tags from subscribers - triggered by different events happening on site.

  1. Navigate to Automations and open the automation you want to edit, or create a new one. 
    1. If you create a new automation, select your triggering event on the left-hand side, eg. when a visitor completes a purchase or logs in.
  2. Add another Action, and select "Remove tag from subscriber". In the dropdown, select the tag you want to be removed from the subscriber.

  3. Save your automation and you're done. The tag will be removed from the subscriber as soon as the triggering event happens. 

How to check subscriber status on signup

With the Triggerbee subscriber check, it is possible to make a request to your connected Email marketing tool, to see if the subscriber that wants to sign up already is a subscriber or not. If so - you could display another message for them (eg, instead of the discount code). 

  1. When creating your campaign with a Form, add at least two primary and one success slide. Use the primary 1 for the signup form just as you usually do, and the success slide for the welcome message (with or without discount code). Then, create another primary slide where you have another message for already subscribed visitors, eg. "You are already a subscriber. Check your inbox for the latest news"

  2. Open the Form Settings and add the connecting to Rule as usual. Then, activate the option "Show alternating message if email already exists in remote list".
  3. Now, select what tag in Rule you want Triggerbee to check, and select the primary 2 to be displayed if the subscriber is already in that tag.

  4. Depending on the purpose of your signup form, you might not want to run the automation connected to your email tool at all for visitors that are already subscribed. In that case, you can activate the "verify as new subscriber" feature to have the automation only run for actual new subscribers. 

  5. Save your settings and you're done :)

Abandoned Cart with Rule

With Triggerbee automation, you can notify your integrated email tool about what visitors need that extra push to complete their purchase. Together with the integration to Rule, we can also add the actual products that have been left. Read more about how to set that up here:

Log purchased products to Rule

Similar to the Abandoned Cart setup, it is possible to send the purchased products after purchase to Rule for further segmentation. The products will be saved to the profile in Triggerbee, and can be sent to Rule via our Automations.

Here's a script example of how to collect the products after purchase:

if (window.location.pathname=="/order-completed") {
    // Collect the products as an array and log to Triggerbee as string, eg: 
    var products = [{ name: "Product Name", 
    category: "Product category", 
    size: "38", 
    price: 299, 
    quantity: 1}]; 

    window.mtr_custom.session = { purchaseproducts: JSON.stringify(products) } 

    // Log goal to use as trigger in Triggerbee
    mtr.goal('Completed purchase');
After logging, the products will be saved to the profile in Triggerbee like this:

To send the products to Rule, create a new Automation with your goal as the trigger (usually "Completed purchase") and use the action "Update field on subscriber" to send the products. Select what field in Rule you want to send the products to, and use the variable {{session.custom.purchaseproducts}} as property.

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