getting Started

Overview

SleekFlow feeds currently leverage SleekFlow automated processes and contact tag changes to transmit SleekFlow contact events and potential customer conversion events back to the system.

parameter

Parameter name

type

must

describe

API Key

String

yes

Sleekflow software integration Platform API dedicated API KEY

Lead Stage Map

String

yes

Lead customer stage conversion and contact tag mapping, example:
Phase 1 = QualifiedLead, Phase 2 = RequestQuote, Phase 3 = ConvertedLead

Facebook Page ID

String

Conditions must

Merchant Facebook Page ID, used for conversion feedback

Instagram Page ID

String

Conditions must

Merchant Instagram Page ID, used for conversion feedback

Channel

String

no

The channel name, used in conjunction with the SleekFlow tag, is used when a SleekFlow account receives contacts from multiple store channels simultaneously, and the source needs to be split. After setting this, the source will filter Contact objects that do not contain the Channel name. Example:
If set to "store1", SleekFlow contacts without the "store1" tag will be filtered out!

Custom Object Key

String

must

Custom profile, profile code. Please create a new custom profile in sleekflow->profiles.
Used to send back the conversion amount.

Currency

String

no

Currency, default is "HKD".

WhatsApp Business Account ID

String

Conditions must

WhatsApp Business Account ID.

Sync Schedule

Number

yes

Source timing synchronization interval, in hours.

Additional notes: If required , for example, if your sleekflow account has the WhatsApp Business API enabled, then go to sleekflow -> Channels -> WhatsApp Business API to obtain the WhatsApp Business Account ID and configure the source WhatsApp Business Account ID. The same applies to Facebook and Instagram page IDs .

Configuration parameters

Required parameters

API Key

Software Integration → SleekFlow Platform API → Copy and Obtain.

Lead Stage Map

  1. Based on the design, contact tags are created, with potential customer tags corresponding to each stage.

  2. Set up source lead stage mapping: Tag1=EventName1, Tag2=EventName2, Tag3=EventName3, ...

Reference process:

  1. Enter the category tag management interface and create tags corresponding to the events.

  1. In the Lead Stage Map settings, enter the source settings.

Sync Schedule

The source timer retrieves the synchronization event data interval from the SleekFlow API , with the time range being data from the past 72 hours.

Custom Object Key

After creating a custom profile, go to Management Settings → Basic Settings → Custom Profile Content → Profile Code Acquisition:

The detailed configuration process is described in the SleekFlow configuration section below.

Conditions must

Facebook Page ID

SleekFlow → Channels → Facebook Messenger: Copy the Facebook Page ID corresponding to the current source.

Instagram Page ID

Similar to the Facebook Page ID explanation, select in the channel. Instagram and get the page ID.

Optional parameters

Channel

Channel name/Contact person's source store name

When multiple stores use a single SleekFlow account (mixed in the same contact list), this feature is used in conjunction with automated processes to set up contact channel categorization tags. By setting up a Channel, the source will filter contact source tags for event data, only allowing contacts with the Channel tag to be included.

Currency

Currency: Default is "HKD"

SleekFlow configuration

Channel distribution label

  1. Go to Settings → Contacts → Category Tags

  1. Create the necessary routing labels

  1. By setting up automated processes, each contact can be tagged with different sources. For example, in the image, "Mori-ya" and "Rakushin" are set to represent different store sources.

Stage Labels

  1. Category tag settings interface, create tags

  2. Create tags needed at different stages

  3. To use different stage tags for a contact, you need to manually set them in the contact profile interface.

Custom Data

Data → Create Custom Data (Select Quotation Type) → Keep only the Product Amount field and set it as required.


Please refer to the following settings:

  1. Basic settings: The code `topkee_price` here is the required Custom Object Key.

  1. The field setting must be for quotation type data .

Automated workflow

Configure SleekFlow to automate workflows to achieve the following objectives:

  1. When creating a new contact, the system automatically sets a Channel category tag based on the source (distinguishing between store channels) and triggers a webhook to send a response to the source. The illustrated case shows two stores sharing a single Sleekflow account, using Channel=Senjia/Leshan to push messages to two different sources.

Create a webhook for the contact postback event at: https://sg.fn.topkee.com/source-619022658424387990/create_contact?api_key=YourApiKey .

  1. Webhook source postback triggered when contact stage changes

The webhook address for the contact stage change postback event is: https://sg.fn.topkee.com/source-619022658424387990/stage-change?api_key=YourApiKey

  1. Post source after anonymous contact information is updated (optional configuration)

Source configuration example