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Gorgias Integration

Add Loyalty data to your helpdesk platform.

Thomas Guibert avatar
Written by Thomas Guibert
Updated over 6 months ago

Introduction

Gorgias helps businesses communicate with customers easily. It streamlines conversations across channels into one place and, with the Loyoly integration, you can make the most out of the Loyalty program by adding the app to your helpdesk.

Benefits

  • View Loyalty data in your customized sidebar to get context on your tickets and deliver an exceptional customer experience:

    • Customer Point balances : Loyoly_Point_Balance

    • Customer Missions count : Loyoly_Missions_Count

    • Customer Rewards count : Loyoly_Rewards_Count

    • Customer Referrals count : Loyoly_Referrals_Count

    • Customer VIP Tier Name : Loyoly_Tiers_name

    • Phone number : Loyoly_Phonenumber

    • Customer Birthdate : Loyoly_Birthdate

  • Use the Loyoly properties as variables, which can be inserted into pre-made responses to populate them with Loyalty data.


Connecting Loyoly with Gorgias

  1. From the Loyoly dasboard, go to Integrations.

  2. Find Gorgias and click Configure.

  3. Enter your Gorgias domain name account and click Connect.

    Your domain name is the name before the .gorgias.

    For example, for a page https://exemple-loyoly.gorgias.com/, the domain name is example-loyoly.

  4. A new page will be open. Review the permissions required by Loyoly to access your Gorgias helpdesk and click Authorize

  5. You will be taken back to your Loyoly account and see both apps connected. The Loyoly app will be also added to 'My Apps' in your Gorgias helpdesk.


Displaying the Loyalty data in Gorgias

The widget will dynamically load per ticket providing the Loyalty data of the customer if they are enrolled in your Loyalty program.


Disconnecting Loyoly from Gorgias

Step 1: Disconnect in Loyoly

  1. Go to Integrations > Gorgias

  2. Click Disconnect.

Step 2: Disconnect in Gorgias

  1. Go to Settings > App Store

  2. Click My Apps and click on Loyoly

  3. Click Disconnect App.

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