Integrate QPilot with Upzelo

How to connect QPilot and Upzelo

Head over to the Integrations page in the Setup menu on the bottom left of the dashboard, you will be presented with a list of Integrations that Upzelo offers.

Our QPilot integration is currently in beta. Please provide us with any feedback via the Intercom live chat.

Start by clicking the Connect button underneath the QPilot card. The card will then transform into a form with fields for you to enter your Live mode and Test mode API keys and Site Ids.

Follow the instructions on the form and confirm your keys work correctly by pressing Check before pressing Save.

After pressing Save, we will check that you have set up the key with the correct permissions. Once that check is complete, your data will begin to be imported into Upzelo.

How is QPilot used with Upzelo?

1. Audience Segmentation

Upzelo imports data from your QPilot account so that it can be used to create audiences. This allows you to create Flows that can be tailored specifically to a segment of your customer base. This means that a new sign-up can receive a Flow different from a customer that you consider to be valued.

Upzelo imports Customers, Scheduled Orders, Coupons, andProductsfrom QPilot.

Segmentation Attributes:

  • Subscription Age

  • Plan

  • Billing Interval

  • Subscription Status

2. Creating Discounts

The Actions section of Upzelo will create coupons inside of your QPilot account which can then be used inside of Flows.

Actions created in test mode are only available for test mode flows.

3. Updating Customer Subscriptions

When a customer is presented with a Flow, Upzelo takes care of all of the billing updates for you. Some of the Actions that you create are billing related and we will go through those in a bit more detail below.

4. Creating Webhooks

Upzelo automatically creates webhooks so that it is always up to date with your customer's subscriptions.

You can check the status of these inside your QPilot account, under the Site Dashboard > Webhooks. If webhooks are missing, please contact us via live chat.

How Upzelo works with QPilot

1. Applying Discounts

You can create different types of discounts in the Actions section. When a customer accepts a discount (money off, percentage, or even a "free period"), we will apply the coupon to the subscription ID that has been provided.

2. Cancelling Subscriptions

Upzelo handles cancelling subscriptions for you. The behaviour of this can be configured so that the subscription either ends immediately or at the end of the current period. This is configurable on each Flow that you offer.

3. Pausing Subscriptions

Upzelo offers adjustable length pause periods when creating actions. When a subscriber accepts a pause offer the Next Occurrence Date of the Scheduled Order is adjusted by adding the length of the pause offer to today's date. This will result in an adjusted order schedule.

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