Sending Email Content using Signals

What is it?

An enhancement to the Signals API that will allow Salesloft integrations to send email content in the signal body. If the signal meets a play’s criteria and a task is created, the recommended subject and body will be used.

Business Case

Applications sending signals often want to use their technology, AI, or prompts to prescribe content to the seller. For prospecting and post-sell workflows, the need to send the right content to the buyer is extremely important. When the application generating the signal also wants to send content, the Signals API can be used to send an email subject and body to the seller executing a Rhythm task.

Limitations

Content will only be used when a Salesloft task is created by an enabled play. Since all signals do not become tasks, email content can be sent and never used by a seller.

Steps for Existing Integrations

1. Update existing signal registrations through a PUT request
2. Update Play registrations
3. Begin sending Signals with content via API

Recommended Content Video Tutorial

Technical Callouts

• This flow is best for Signals using person attribution
• Integrations will likely need to find the Person via v2/people before sending a Signal

Signal Registration Request

POST https://api.salesloft.com/v2/integrations/signals/registrations/

{
   "type": "product_usage_person",
   "broadcast_notification": true,
   "data_shape": {
       "product_name": {
           "type": "string"
       },
       "product_percentage": {
           "minimum": 0,
           "type": "number"
       }
   },
   "description": {
       "en-us": "increased their usage of {product_name} by {product_percentage, number, percent}"
   },
   "indicators": [
       {
           "key": "passed_key_milestone",
           "metadata_shape": {
               "product_percentage": {
                   "minimum": 0,
                   "type": "number"
               },
               "product_name": {
                   "type": "string"
               }
           },
           "recommended_content_shape": {
               "email_body": {
                   "type": "string"
               },
               "email_subject": {
                   "type": "string"
               }
           },
           "description": {
               "en-us": "Product Usage of {product_name} increased by {product_percentage}"
           }
       }
   ],
   "idempotency_key": UUID4,
   "attribution": [
       "person"
   ],
   "integration_id": 100
}

Signal Request

POST https://api.salesloft.com/v2/signals

{
   "type": "product_usage_person",
   "broadcast_notification": true,
   "data": {
       "product_name": "Elite Film Scoring",
       "product_percentage": 0.82
   },
   "indicators": [
       {
           "key": "passed_key_milestone",
           "metadata": {
               "product_percentage": 0.82,
               "product_name": "Elite Film Scoring"
           },
           "recommended_content": {
               "email_subject":  "Your Films are ready for an upgrade!",
               "email_body": "We've noticed you've been setting the perfect mood with our beats and scoring for your romance films, and we're thrilled! As a thank you, we've added a few extra romantic tracks to your account---consider it a musical cherry on top of your love stories."
               }
           }
   ],
   "idempotency_key": UUID,
   "occurred_at": "2024-06-04T13:55:56.621018-04:00",
   "urgency": "medium",
   "attribution": {
       "person_id": 104012
   }
}

Play Registration Request

POST https://api.salesloft.com/v2/integrations/signals/registrations/plays/

When the use_recommended_content flag is enabled on a Play Registration, the content on the signal will be given priority. The email and subject configured on the Play resource will be used as a fallback.

{
 "signal_registration_id": 219,
 "name": {
   "en-us": "Product Usage Play"
 },
 "label": {
   "en-us": "When a customer passes a key milestone in product usage"
 },
 "description": {
   "en-us": "This play will help you upsell more customers by reaching out to them when they've reached a key milestone in usage."
 },
 "indicators": [
   "passed_key_milestone"
 ],
 "attributes": {
   "use_recommended_content": true,
   "task_type": "email",
   "task_subject": {
     "en-us": "Upsell Email on Product Usage",
     "es-mx": "..."
   },
   "email_subject": "Congrats on reaching this new milestone",
   "email_template": "**Congrats on reaching a new milestone. Looks like you need more email bandwidth.**",
   "task_reminder_hours": 0
 }
}