Below, you will find instructions on how to set up integration between Selzy and Squarespace. Once set, the integration allows the transfer of customer information from orders made on your Squarespace website to Selzy.
Please note that this integration allows you to transfer customer information (customer name, email address, phone number) only from orders.
This integration can not transfer data collected through subscription forms.
Setting up a new integration in Selzy
In your Selzy account, navigate to the Integrations section of the main menu, then go to My Integrations and click on Apps:
The Apps tab contains integrations that you set up with other services. Click on Add a connection to set up a new integration:
In the pop-up window select Squarespace or type “squarespace” in the search bar. Click on the Squarespace icon once again, and then click on the Add a connection button.
The integration builder will appear, where you need to set up the parameters marked with red asterisk (*) for the Squarespace integration to work. You can leave the default Name your connection “My Account Squarespace” or set your own.
Click Continue.
A window will pop up asking you to grant access to your Squarespace account. Click Grant access.
Selzy’s integration builder Albato then will request access to your Squarespace account.
You need to grant access to establish the connection between two services and complete the integration setup. Click Allow.
If everything is ok, a pop-up will appear notifying you that Squarespace has been successfully connected.
You can then choose whether to continue setting up the integration with Squarespace by creating an automation, to connect another service, or to close the pop-up and leave.
The previously granted access will be retained.
Selecting Squarespace as the data source
To start collecting data from Squarespace, you need to create a new automation and set up a trigger, an event that is going to trigger the data collection, and further actions in Selzy.
In your Selzy account, go Integrations → My integrations → Automations → + New automation:
Automation builder will open. Click Select an app to send the data.
The Set up a trigger window will open. From the dropdown menu, choose Squarespace for (1) and (3).
For (2), select New order (Beta) as an event that will trigger the automation. Every time a new order is created, the customer contact information will be transferred to Selzy.
Then, at the bottom right corner of the window, click the Add a trigger button.
Setting up an action in Selzy
After you set up the trigger, set up an action to be performed in Selzy. In the integration builder, click on Select an app to receive the data.
In the Add an action window, set the action parameters depending on the event you chose as a trigger. For the New order trigger, you might want to choose the Add a new contact action in Selzy.
Once you select all the parameters, click Add an action button at the bottom right corner of the window.
Data mapping
Now, you need to perform data mapping. This ensures that the data from Squarespace is correctly transferred and utilized by Selzy to perform the set action(s).
For example, assign New order (Beta): Email provided at checkout from Squarespace to Email in Selzy, and so on.
Additionally, set a Double Opt-In option based on whether or not you need to obtain consent from the customer to receive your emails.
Finalizing the integration setup
Review the settings to ensure they are correctly configured. At the bottom of the integration builder, click Start to activate the integration.
Testing the integration
To test whether everything works, perform an action in Squarespace that you've set as a trigger. For example, place a new order. Then, go to Selzy and check if the data from that order has been correctly transferred and the set follow-up action has been performed.
We recommend testing the integration with test data rather than using real customer data. This approach allows you to adjust integration settings without risking any issues with the collected data.
