Voyado
Connect Voyado to send Cevoid events and profile data to Voyado, and use Voyado points in your loyalty program.
The Voyado integration connects your Voyado instance to Cevoid. Cevoid sends events and profile data to Voyado, so you can trigger automations and build segments there. You can also use Voyado's points system as your points provider in Cevoid.
Navigate to Settings → Integrations → Voyado to manage your Voyado integration.
What the Voyado integration does
| Used by | What Voyado does for it | Read more |
|---|---|---|
| Loyalty program | Program events trigger automations, membership, points, and tier data build segments, and Voyado can hold members' points | Program emails and triggers, Use Voyado as points provider |
| UGC | Email widgets show UGC in your Voyado emails | Email widgets |
| Reviews | Review requests arrive as contact interactions, so Voyado sends the request email, and review events trigger automations when a review is submitted or replied to | Review requests, Review events |
| Profiles | Profile data, including custom profile properties, keeps Voyado contacts up to date | Profile data and event sharing |
| Flows and emails | An Action step with Voyado as its Delivery target sends the flow's event to Voyado as a contact interaction, and each delivery shows in Outbox | Delivery targets, Outbox |
Connect a Voyado account
A workspace connects to one Voyado instance. Cevoid needs a Voyado API key that can manage interaction schemas, create and update contacts, manage points transactions, and manage automation triggers.
- Navigate to Settings → Integrations → Voyado
- Click Enable. Connect to Voyado opens.
- Enter your Voyado API key in API key. Your customer success manager at Voyado can give you the key.
- Enter your client name in Client name, usually your company name
- Click Connect. A Voyado connected message appears.
Once connected, the page shows the date under Enabled on and your Voyado client name under Connected to.
What syncs
| Data | Direction | Used by |
|---|---|---|
| Events | Cevoid to Voyado, in real time, as contact interactions | Automations that start when something happens in Cevoid, such as a member reaching a new tier |
| Review requests and review events | Cevoid to Voyado, as contact interactions sent by a flow in Cevoid | Reviews: review requests that Voyado sends, and automations that start when a review is submitted or replied to |
| Profile data | Cevoid to Voyado, when it's collected or updated | Segments and personalization in Voyado |
| Points | Cevoid to Voyado, whenever a member gets points, if Voyado is your points provider | Loyalty program: members' points balance in Voyado |
Configure event sharing
Events let you trigger automations in Voyado based on activities in Cevoid. Events are sent as contact interactions. Voyado receives seven of the eight loyalty program events: every one except Cevoid: Challenge Available.
- Navigate to Settings → Integrations → Voyado
- Click Edit events in the Events section
- Enable the events you want to sync to Voyado
- Click Save
When you save, Cevoid creates an interaction schema in Voyado for each event you enabled, named after the event, such as Cevoid: Reward Fulfilled. Disabling an event removes its schema from Voyado.
Events are sent to Voyado in real time when they occur. Each event includes relevant data that you can use in your automation content. For example, the Cevoid: Reward Fulfilled event includes reward details, and the Cevoid: Tier Earned event includes tier information.
For a complete list of available events and their payloads, see Profile data and event sharing.
Review events and review requests aren't in Edit events. A flow in Settings → Flows sends them: see Send review events and Review requests.
Send a test event
You can send a test event to verify your setup. Cevoid sends the event to a test contact in Voyado, with sample data.
- Navigate to Settings → Integrations → Voyado
- Click Edit events in the Events section
- Click the play icon next to an event. The event's test dialog opens, with the data the event sends under Event payload.
- Click Send and verify event. A Success message appears, with a link to the test contact in Voyado: View the event details.
Configure profile data sharing
Profile data keeps your Voyado contacts in sync with information collected in Cevoid.
- Navigate to Settings → Integrations → Voyado
- Click Edit fields in the Profile Data section
- Enable the profile data fields you want to sync to Voyado
- Click Save
Profile data syncs automatically when it is collected or updated in Cevoid. The data appears as fields on the corresponding Voyado contact.
For a complete list of available profile data fields, see Profile data and event sharing.
Send test profile data
You can send test profile data to preview how it appears in Voyado. Cevoid fills a test contact in Voyado with sample values for every Cevoid profile field.
- Navigate to Settings → Integrations → Voyado
- Click Edit fields in the Profile Data section
- Click Test Profile. Create Test Profile opens, with the sample values under Profile fields.
- Click Create test profile. A Success message appears, with a link to the test contact in Voyado: View the profile here.
General settings
General settings control global Voyado behavior.
Profile sync behavior
Profile sync behavior determines what happens when Cevoid tries to sync data to a profile that doesn't exist in Voyado.
| Option | Description |
|---|---|
| Create profile | Cevoid creates the contact in Voyado automatically |
| Don't create profile | Cevoid skips profiles that don't exist in Voyado |
By default, Profile sync behavior is set to Don't create profile, so Cevoid only syncs profiles that already exist in Voyado.
Use Voyado as points provider
You can use your existing Voyado loyalty points instead of Cevoid's points system. Voyado then manages your members' points, and Cevoid keeps no points balance. The setting, its steps, and what changes in your program are in Points provider.
Disconnect Voyado
- Navigate to Settings → Integrations → Voyado
- Click Disable
- Click Confirm in Revoke access?
Disconnecting stops all data syncing and event sharing with Voyado, and Cevoid removes the interaction schemas it created for your events. Contact data that was already synced stays in Voyado.
Troubleshooting
Invalid Voyado API credentials
Voyado didn't accept the client name and API key you entered in Connect to Voyado. Check both, then click Connect again.
Your Voyado API key does not have the necessary permissions
The API key can't do everything Cevoid needs. Ask Voyado for an API key with the access listed in Connect a Voyado account, then connect again.