To connect iLoyal with Privy:
Go to the linked accounts page and click “iLoyal” under available integrations.
In the dialog that follows, enter your Organization ID, API username, and API password provided by iLoyal for this integration.
Click “Link Account.”
Now, each Outlet in iLoyal must exist as a Store Location in Privy, and must have an External ID, which will be the iLoyal Outlet ID. Please refer to the below screenshot.
Under each Privy campaign’s settings, configure “Email Sync” to send contacts to iLoyal.
Every campaign that syncs to iLoyal must have a required favorite location field, since iLoyal requires an outlet ID for every contact.
Once the initial iLoyal configuration is complete, you need to be sure that all campaigns you are running require the “favorite location” field to complete the form:
- When editing your display’s design, or landing page design, open the form element and click “edit fields”.
- Click the “Add new field” dropdown, and select “favorite location”.
This will ensure that when a new contact signs up for a Privy powered campaign, you have collected the minimum amount of required data to sync or update a contact in the iLoyal system.
Store location is required!The campaign has Email Sync configured to send to iLoyal, but does not require a Favorite Location field. Privy cannot sync to iLoyal without a Favorite Location field.
<<Store Location>>: Invalid outlet_id:The campaign collected a Favorite Location field, but the contact selected a store location in Privy that does not have an External ID corresponding to an Outlet ID in iLoyal. The store location must be updated with the correct iLoyal Outlet ID.
<<Store Location>> is missing external ID!The campaign collected a Favorite Location field, but the contact selected a store location in Privy that has no External ID defined. All store locations in Privy must specify the iLoyal Outlet ID under Locations > External ID.
Resolving a sync issue
If you have seen one of the above errors, an then go on to correct the error (i.e add the new outlet ID), your last step is to “refresh” the email sync settings for the campaign. To do so, open your active campaign, and walk through the email sync setup process one last time. This is found in the Form section of the campaign.
That will “refresh” the sync connection, and assuming you have added a valid outlet ID, resolve the sync error.