Maxxing

How to create Maxxing Sync

1. Setup Cohort on Maxxing

First, you will need to create an API user on Maxxing and give them access to these endpoints:

POST /TailoredPromotionServer/getCriterionEvent
POST /TailoredPromotionServer/addOrUpdateCriterionEvent
POST /StoreServer/getTransactionParameters
POST /StoreServer/addOrUpdateTransactionParameter
POST /StoreServer/webTransaction

You’ll also need to whitelist this additional endpoint if you want to allow Cohort to look up your customers loyalty card numbers using the users emails:

POST /CustomerInformationServer/getCustomers

2. Connection Configuration

1. Go to the cogwheel in the top right corner of your Cohort Admin interface and select the Apps section

2. Find Maxxing app and click Connect

3. In Environment backoffice URL and Environment compute URL, enter The API URLs of your Maxxing instance Example: https://example.cloud.maxxing.com

4. In Access Token, enter the Basic Access Token of the API User created on step 1

5. In Store Number, enter the Store Number of your Maxxing environment

3. Configure the User Event export

1. Enable the user events export

2. Select the Cohort User Events you want to export to Maxxing

3. (Optional) Enable the Look up loyalty card numbers from emails option, this requires you whitelisting the endpoint POST /CustomerInformationServer/getCustomers as explained in the first step of this documentation

4. (Optional unless you did not enable 3.) Select the Cohort User Property that contains the Loyalty Card Number of your customers. This means you’ll need to either manually import a file matching users emails to their loyalty card numbers, or use one of our CRM / CDP user sync integration (Salesforce…) to import this user property.

Once saved, we will automatically create the event codes in your Maxxing environment, they will look like this: COHORT_cohort.challenge.completed. It also creates the transaction parameters specific to the event you selected (example: cohort_campaignId, cohort_appId...).

Configure a Business Rule on Maxxing

Depending on what you want to do, the Maxxing team can assist you on creating the business rule. Here is an example of some business rules you can setup:

• Give loyalty points when a user completes a Challenge on Cohort

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