CDP / CRM / Offers / Segments Integrations
Description
CDP / CRM integrations aggregate data from various sources into a common data-storage repository. From there, applications driven by customer data can be run. From Punchh there are the following sources of Punchh data:
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Data exports - This feature enables brands to manually download their Punchh data to their own environment, perhaps into a CDP / CRM system.
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Data pipeline - This feature enables brands to set up periodic automatic download of their Punchh data to their own environment, such as an AWS S3 bucket or their own environment.
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Outbound webhooks - When Punchh events happen as a result of Punchh business configuration changes or Punchh API calls, a brand can configure Punchh to send events to their CDP / CRM application URL. The webhook events deliver data about guests, redemptions, rewards, check-ins and other Punchh business changes. These data can add or update existing data in the CDP / CRM integration.
Information Resources
The following show where to get knowledge about data sources:
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Data Exports - This shows how to manually export your Punchh data to your CDP / CRM integration.
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Data Pipeline - This document shows how to set up an automated data pipeline to periodically send data from Punchh to your CDP / CRM integration. To view the Punchh product documentation on the Punchh Support Portal, you must log in to a Punchh platform production environment. If you already have access to a production environment, follow the instructions here to access the Punchh Support Portal.
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Overview of Webhooks Manager - This document shows how Punchh outbound webhooks work overall.
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Event specifications - There are many event specifications that detail the content of outbound webhook events. For example, Event - Guest shows the information that is delivered in guest events. All the other event types are described in the navigation pane of this area of the PAR Developer Portal.
Sample Applications
There is a single application called the Webhooks Ingestor. This application is set up on a separate server and is configured to receive Punchh webhook events from a Punchh business. This sample application includes a web application to gather and view webhooks, along with a command-line application to configure the web application with businesses, users, bearer authentication keys, and the like. It also comes with a command-line application that drives the Punchh business with API calls that simulate commercial events, and generate webhooks as a side effect.
The online interactive version is available to use at https://webhooks-ingestor.par-devrel.ca. The source code is COMING SOON.
Postman Collections
There are no Postman collections for webhooks because these collections generate inbound API calls to Punchh. Outbound webhooks might be generated due to these API calls.
There are Postman scenarios in the Punchh Platform Functions Postman collection for:
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Custom Segments - This subfolder has scenarios to manage custom segments in Punchh.
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Offers Ingestion - This subfolder has scenarios to manage offers (redeemables) in the Punchh platform.
Examples
These are examples of CDP integrations: