Dotdigital Integration With Gobot

Gobot’s integration with Dotdigital enables the seamless passing of collected opt-in and Guided Shopping Quiz data into Dotdigital. By way of example, your quiz can present shoppers with an email opt-in opportunity prior to displaying product recommendations.

Collected email addresses, quiz answer choices, and recommended products can be passed into Dotdigital, enabling powerful email personalization and segmentation opportunities. Each of these items are individually discussed below. 


Dragging the Email Field button into the flow builder enables your quiz to collect emails.  You can also use this functionality to trigger the sending of an email or email sequence by adding the collected email to an Address Book in Dotdigital. All you need to do is choose Dotdigital in the right hand panel (see images below) and connect it to Gobot. 

Step 1: Drag the Email Field button into the flow builder.

Step 2: Click Show advanced options in the right hand panel.

Step 3: Click Configure New Account and select Dotdigital as the connecting platform. 

You will need to create a new API user in your Dotdigital account that will be used to connect Gobot to your Dotdigital account. Please follow the steps outlined here on how to set this up. 

After setting up your Dotdigital API user, you will be able to continue the setup process within Gobot. 

Select Dotdigital as the service you’d like to use from the drop down menu at the top. After filling out the Region API endpoint, API user email address, and API user password, select connect to continue.


Next, select the Dotdigital address book where you want the new email address added in addition to the Opt-in type.

Easy, right? If you follow the above steps, all emails collected by your quiz will be automatically added to an address book of your choosing in Dotdigital.


You can easily pass valuable data collected by your Guided Shopping Quiz into Dotdigital.  After creating your quiz in Product Finder mode and dragging the Product Finder element into the center panel of the flow builder, you can opt to pass quiz data, including shopper responses and product recommendations output by your quiz,  into Dotdigital.  In the right hand panel, under CRM Integration, select Dotdigital and follow the steps to connect your account to Gobot.  As detailed above, use your user API credentials to complete the set up if needed. 

Note that you can pass data into multiple systems simultaneously.  Note further, as detailed above, that your quiz data will not pass unless your quiz also collects a visitor's email address.

Collected quiz data is passed into Dotdigital approximately 15 minutes post quiz completion.  By way of example, see a sample customer profile below.

Shopper quiz answer choice data and product recommendation data will be stored under the “insight data” section of a customer’s profile. 

As shown below, within the “Insight data” section you can select which type of data you’d like to view via the drop down menu.

The customer’s quiz answers are stored under “gobot” (pre-selected via the drop down menu). After selecting the latest run from the quiz, and expanding the Record tab, you will be able to see that customer’s corresponding answers. 

The customer’s recommended product results from the guided shopping experience are stored under “gobot-products” via the drop down menu. This list of products can be sent to the customer via email, similar to an abandoned cart email. 


If you’d like to send shoppers a copy of their quiz product recommendations, we’ll need to set up a Quiz Results Triggered Campaign. To do this, scroll to the Dotdigital Automation tab and select Triggered campaign content. 

As a customer completes your quiz and provides their email, this Triggered campaign will automatically generate and send out an email that contains their recommended quiz product recommendations. 

Once in Triggered campaign mode select “New email campaign”. We recommend using a template and adding the necessary code (detailed below) to populate recommended products in this email.


Once in Template Builder Mode you will want to match your email template to the one below. You can customize the aesthetic (font, color, text alignment, button colors, button text, etc.) as you would like, but please follow the same code set up shown below. 

To start, please drop in a Loop block. This Loop block will enable the display of every product that was recommended to each shopper upon quiz completion. 

Scroll down on the left side of the building blocks to the Advanced personalization section. Select the Loop block and drop it in the email where you want quiz product recommendations to appear. 

Secondly, you will need to drop in an image block, 2 text boxes, and a button block respectively inside of the Loop block. These building blocks can be found in the same left-hand block panel as the Loop block. 

The image block will display the product image, the first text block will display the product title, the second text block will display the product price, and the button block will link the customer to the product page. 

Inside the text blocks, you can use regular text to type in the code shown below. Feel free to copy and paste this in, but double check for accuracy. 

For the (1st) product title block, add {{ product.title }}. This will display the title in bold and underline. If you don’t want the title bolded or underlined, do not design it this way, unselect bold and underline within Dotdigital. 

For the (2nd) product price block, add: 

{% if product.minPrice == product.maxPrice %}

{{ product.minPrice }}

{% else %}

{{ product.minPrice }} - {{ product.maxPrice }}

{% endif %}

Once finalized, this is what you should see (minus the explanatory red text/highlighting):

Next, you will need to make some email code changes. Select the settings gear at the top right of the Loop block. 

You will need to select “Enter markup manually” and then you will need to copy the code below exactly as it is. 

In the Liquid markup start section add the following: 

{% assign latest = contact.insight.gobot-products | sort: 'ts' | reverse | first %}

{% for product in latest.products %}

In the Liquid markup end section add the following: 

{% endfor %}

Click apply once complete. 

The next thing we need to do is to configure the “View Product” button to link to the product page. Select the button block - on the left side of the page you will need to change the Button URL to {{ product.url }}. Configure the color and size of the button as you’d like.

Lastly, we will also want to make it such that customers who click on product images are linked to the relevant product pages. This involves a little more coding, so the help of a developer could be beneficial, but we will walk you through the steps. 

At the top right of the page, click Utilities, and Edit code. 

In the code editor, you want to search (command + f) on mac and (control + f) on windows and look up {% for products in latest.products %}

 Once you find this piece of code you want to make the following changes so that when a customer clicks on the product image within the email, they are redirected to the proper PDP.

 You will need to add the <a href=”{{ product.url }}”> piece of code before the <img tag.

You will need to change the source of the image to src=”{{ product.image }}” and finally you want to add the closing </a> at the end of this short code snippet. 

Lastly, click Save & Continue, and finalize the rest of the Triggered campaign set up. We recommend running some tests through the guided shopping quiz experience to make sure everything is working properly and the formatting is to your liking. 

Congrats! You’ve now successfully connected Gobot to DotDigital.

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