Fidelimax

Fidelimax is a loyalty platform with points programs, cashback and customer relationship tools.

The integration with Falaê receives data from new consumers registered with Fidelimax and schedules the sending of a satisfaction survey by email. You choose the survey and the interval between receiving the registration and sending it.

Before you start

• Access the Integrations screen in Falaê and configure webhooks for your Fidelimax account.
• Create the survey you want to send to the corresponding Falaê company.
• Configure the company's sender email in Falaê. The consumer also needs to have an email address provided at Fidelimax to receive the survey.

How to configure the integration

1. Access Integrations on Falaê and select the company you want to connect.
2. In the Loyalty category, open Fidelimax.
3. In the Survey field, select the satisfaction survey.
4. Fill in Interval for sending the survey (hours) with a value between 0 and 72. Use 0 to schedule sending without additional waiting after receiving the registration.
5. Click Configure integration.
6. Copy the Webhook Link displayed after configuration.
7. Access the Fidelimax dashboard and open System Settings → Integrations → Webhooks.
8. Choose the Consumer Registration event.
9. Paste the copied Falaê link into the destination URL field and click Save.

The configuration in Falaê provides the link. For registrations to be sent, also complete the configuration of the webhook on Fidelimax.

How integration works

1. When a consumer is registered, Fidelimax sends their data to Falaê via the Consumer Registration webhook.
2. Falaê registers the customer and schedules the email with the selected survey, respecting the configured interval.
3. The customer accesses the link in the email and completes the survey in Falaê.
4. Three days after the scheduled sending time, Falaê checks whether there has been a response from the customer since scheduling. If not, it schedules a resend of the email.

The event used is Fidelimax consumer registration. The survey is not sent with each purchase or release of points.

Questions and maintenance

Can I customize the survey email?

Yes. In Falaê, access Relationship → Automated Campaigns → E-mail, open the Details of the Fidelimax campaign and edit the Survey message. Adjust the Subject and Body fields and save the configuration, maintaining access to the survey in the message.

The customer did not receive the survey. What should I check?

Check if the integration is connected to Falaê, if the consumer has an email address and if the company sender is configured. Also check the sending interval and whether the Fidelimax webhook uses the Consumer Registration event with the correct company link. From the Fidelimax dashboard, view webhook returns to track calls.

How do I change the survey or sending interval?

Cancel the integration in Falaê and configure it again with the desired survey and interval. When finished, check the Webhook Link on the Fidelimax dashboard. The new configuration does not change emails that were already scheduled.

Does the integration grant Fidelimax points?

No. The integration receives registrations and sends satisfaction surveys. It does not post points or grant rewards in the Fidelimax program.

How to disconnect the integration?

1. In Falaê, access Integrations, select the company and open Fidelimax.
2. Click Cancel integration.
3. From the Fidelimax dashboard, remove or disable the webhook configured for Falaê.

Cancellation in Falaê prevents the scheduling of new surveys through integration. Also remove the webhook to stop Fidelimax sending registrations. Emails already scheduled can continue to be sent.