Michal Krejčí
If you use the Upgates platform for your online store and want to make full use of Boldem’s automation capabilities — for example, to effectively reach customers who didn’t complete their purchase or to use products automatically imported from your store when creating templates — you need to integrate Boldem with your online store.
Prerequisites
- To use the abandoned cart feature, you must have purchased the E-mailing plan in Boldem. You can easily activate the plan in Boldem’s app settings under Billing.
- Paid and activated account on the Upgates platform.
How to integrate Boldem with Upgates
- Log in to your Upgates account and click Add-ons in the left menu. A list of add-ons will appear.
- Enter Boldem in the search field. The Boldem add-on will appear.
- Click Activate. A dialog will appear asking you to confirm consent to data transfer.
- Click Confirm.
- After successful activation, you will be redirected to your Boldem account.
- If you already have an account in the Boldem system, log in to it, or contact our sales representative to have a new account created.
- After logging in to your Boldem account, a dialog appears where you choose which mailing lists to save recipients from each language version in your Upgates account during synchronization. For each language you can select an existing mailing list or create a new one. Optionally, you can enable the Show as default toggle switch, which will make the integration appear first in Website activity.
- Click Finish.
Within 15–30 minutes of setting up the integration, the system will sync contacts, products, and orders between your Upgates online store and the Boldem app.
If you operate your online store in multiple languages and would like to integrate each language version with a different Boldem account, contact customer support, who will help you with the setup.
- You can find recipients in the Mailing lists section after clicking the mailing list you previously selected.
- Products will appear in the Website activity section on the Products.
- Search for orders in the Website Activity section on the Orders.
- You can also use imported products when creating templates after inserting the Product block.
