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VTEX Catalog & Checkout Extension

  • Updated

Index:

  1. Demonstration video
  2. Introduction
  3. About the extension
  4. Installation and configuration
  5. How to generate a report
  6. Terms of use
  7. SLA

Demonstration video

A usage demonstration is available on the official Dawntech Inc. YouTube channel.

 

Introduction

The VTEX: Catalog & Checkout extension was developed by the company Dawntech Inc. to provide simplified notifications from the VTEX platform on WhatsApp and integration with Facebook Commerce for the availability of native Meta catalog on WhatsApp. Currently, it is at version 1.0.0 and is available in Brazilian Portuguese, Spanish, and English.

Directly integrating the Blip platform with VTEX, this extension allows the updating of the Meta catalog based on VTEX SKUs, as well as sending notifications via WhatsApp for abandoned checkouts in VTEX Master Data.

This manual aims to assist users of the Blip platform in installing, configuring, and using the extension. Additionally, any questions about usage can be sent to helpdesk@dawntech.dev or by contacting the phone number +55 51 3557-2998.

 

About the Extension

The VTEX: Catalog & Checkout extension was developed with the goal of providing a simplified yet direct integration between the Blip and VTEX platforms.

The following functionalities are offered:

  • Sending of abandoned carts.
  • Contact updates.
  • Success and error events automatically created in Blip Analytics.
  • Email notifications.
  • Updated complete VTEX catalog link every 6 hours for use on Facebook Commerce.

Moreover, the following features are planned:

  • Order status notifications.
  • VTEX checkout via Blip Desk.

Installation and Configuration

To use the VTEX: Catalog & Checkout extension on an intelligent contact, in the bot Router associated with the contract, go to the Blip Store and look for the VTEX: Catalog & Checkout extension in the Extensions tab. Once found, activate it on the same bot. After installation, upon opening the bot Router, the extension's configuration options will be available. Then, follow the steps below:

1. Fill in the information as per the demonstration video (at the end of this document). The only current event for monitoring is abandoned_cart.

 

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2. Obtain your account credentials for VTEX: Catalog & Checkout as per the following steps below:

3. Access the VTEX panel with an Admin account.

4. In the right sidebar menu, select "Account Settings" and then "Application Keys."

5. On the new screen, click on "MANAGE MY KEYS."

6. On the "My Keys" screen, click on "GENERATE KEY."

7. Add the "Owner" profile.

8. Click generate and save "mykey" in VTEX App Key and "Application Token" in VTEX App Key.

9. Click on "Update." If any important information is missing, the extension will generate an error on the screen informing what happened.

 

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How to Configure Abandoned Cart in VTEX

  1. Copy the link in "URL for the VTEX Master Data trigger" on the extension page, under the "Generated Information" section.
  2. Access VTEX Master Data 
  3. Go to the "Activation" menu.
  4. Click on "Add."
  5. Choose a "Name" for the event.
  6. In "Data Entity," choose the "Customer" option.
  7. In "Status," keep it set to "Active."
  8. Under "Rules":
    1. "Activation Rule": "The value of an attribute has changed."
    2. "Field": "Last session."
    3. "Additional Filter": "Last cart": "Is not null."
  9. Under "Schedule":
    1. Check "Execute as quickly as possible."
  10. If "Positive":
    1. "Action": "Send an HTTP request."
    2. "URL": Use the value of the URL copied in the first step.
    3. "Method": POST.
    4. "Headers":
      1. Content-type: "application/json."
      2. Accept: "application/json."
    5. "JSON Content":

{

    "email": "{!email}",

    "firstName": "{!firstName}",

    "lastName": "{!lastName}",

    "rclastcart": "{!rclastcart}",

    "rclastcartvalue": "{!rclastcartvalue}",

    "homePhone": "{!homePhone}",

    "document": "{!document}",

    "isNewsletterOptIn": "{!isNewsletterOptIn}"

}
  1. Click on "Save"

How to Generate Reports

To generate reports for the extension in Blip, go to the "Analysis" > "Custom Reports" menu on the Blip router and click on "Create Report." When adding a new chart, the following custom events can be selected:

  • VTEX_CartNotifications: Phone numbers of sent carts.
  • VTEX_CartValues: Values of carts sent by the extension.
  • VTEX_ErrorPhoneNotification: Phone numbers of users who had issues with cart sending.

How to Configure VTEX Catalog in Facebook Commerce

  1. Visit Facebook Commerce.
  2. Create a catalog if you don’t have one (Option "Add Catalog").
  3. Choose the "E-commerce" option and click "Next."
  4. Fill in the "Catalog Name" with your company name and click "Create."
  5. Once the catalog is created, click "View Catalog."
  6. In catalog view, navigate to the "Data Sources" submenu, within the "Catalog" menu.
  7. Choose the "Data feed" option and click "Next."
  8. Paste the URL of the Facebook Commerce products (extension) into the URL input field and click "Next."
  9. Input a name referencing your company and choose the standard currency for your product prices.
  10. For frequency, choose "Hourly," and for "Every," select "6 hours."
  11. Click "Load" and wait for the process to complete.

 

Terms of Use

By installing this extension, you agree to the terms of use described in dawntech.dev/privacy, a policy also valid for the use of data collected by the extension (if/when necessary).

SLA

The SLA for this and other Dawntech Inc. extensions can be accessed at status.dawntech.dev.

 

For more information, visit the discussion on the subject in our community or the videos on our channel. 😃

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