Fidelizi

Fidelizi is a loyalty and relationship platform that brings together rewards programs, customer data and campaigns to encourage new purchases.

The integration with Falaê checks new Fidelizi registrations every hour and sends satisfaction surveys by email. It also allows you to send to Fidelizi the NPS score and comment of responses collected in Falaê, linked to the identified customer.

Before you start

• Have access to the Integrations screen in Falaê and an establishment administrator account in Fidelizi to generate credentials.
• Create the survey you want to send to the corresponding Falaê company.
• Configure the company's sender email in Falaê. To receive the survey, the customer's registration with Fidelizi must contain an email address.
• Use the App Token and Access Token from the production environment, with access to the establishment you want to connect.

How to configure the integration

At Fidelizi

1. Access the Fidelizi panel with the account of the administrator responsible for the establishment.
2. Open Settings → Integrations.
3. Select the Custom Integrations (API) tab.
4. Click on New Application and enter a name to identify the connection, such as Falaê.
5. Copy the generated App Token and Access Token.

This path is described in official documentation for generating Fidelizi production credentials.

At Falaê

1. Access Integrations and select the company you want to connect.
2. In the Loyalty category, open Fidelizi.
3. Paste the credentials into the App Token and Access Token fields.
4. Click Next to search for available establishments.
5. In the Fidelizi Establishment field, select the establishment that corresponds to the company chosen on Falaê.
6. In the Survey field, choose the survey that will be sent by email.
7. Click Configure integration.

When finished, Falaê displays configuration confirmation. The customer record will be consulted in the next automatic checks.

How integration works

1. Every hour, Falaê checks the new records of the selected Fidelizi establishment.
2. For registrations via email, Falaê registers the customer and schedules the sending of the chosen survey, using the company's sender.
3. The client responds to the survey via the link received. After three days, Falaê checks whether there has been a response since the scheduling and, if not, schedules a resend.
4. In Falaê survey response flow, the integration searches for the customer in Fidelizi and sends the NPS score, the response date and the comment, when informed. If you need to register the customer with Fidelizi, CPF and cell phone are required.

The periodic query uses a registration interval. Setting up the integration does not import Fidelizi's entire historical customer base.

Questions and maintenance

How to customize the survey email?

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

No establishments appeared. What should I do?

Click Back and check both tokens. Check that they belong to the same production application and that this application has access to the desired establishment. If necessary, ask the Fidelizi account administrator to check the permissions.

The survey I want to use does not appear. How to solve?

The list shows the surveys for the selected company on Falaê. Check out the company and create the survey there before completing the setup.

Why hasn't the registration or response appeared yet?

Registration consultation takes place every hour, and submissions are processed automatically. Check the linked establishment, the customer's email and the company's sender. To send a response to Fidelizi, the customer needs to be identified there; If you haven't registered yet, check if Falaê has your CPF and cell phone number.

How to exchange tokens, establishment or survey?

Cancel the integration and configure it again in the corresponding company, entering the current tokens and selecting the desired establishment and survey.

How to disconnect the integration?

1. In Falaê, access Integrations, select the company and open Fidelizi.
2. Click Cancel integration.

Falaê removes the saved credentials from this connection and stops consulting new registrations and scheduling new responses to be sent through the integration. Already scheduled survey emails can continue to be sent. The application created at Fidelizi remains on the partner's panel; remove it there if no longer used.