Marketing
Podium by Maxmel Tech
27 min
podium is a platform for businesses to manage customer communications, reviews, payments, and messaging integrating with make com enables automated workflows for customer engagement, review requests, and payment processing, streamlining business operations and improving customer interactions this is ai generated content based on official podium documentation the content may still contain errors—please verify important information if you have questions, contact https //podium com directly how to get support on podium podium is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=podium\&app slug=podium community\&app unique id=podium 4o1zhi requirements to use the podium app in make, you must have an active podium account and an api key, https //podium com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/podium community/ click the install button follow the on screen instructions to complete the setup connect podium and {{product name}} to get started, you must first create a connection between podium and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the section where you can manage oauth applications register a new oauth application configure the application by specifying the necessary scopes for the data you need retrieve the generated client id and client secret some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=podium\&app slug=podium community\&app unique id=podium 4o1zhi create the connection in {{product name}} https //www make com/en/register , add the podium module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your podium or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page podium modules after connecting to the podium app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel an invoice cancels a specific invoice using the provided invoice id, ensuring that the selected invoice is no longer valid or payable create a campaign creates a brand new marketing campaign in the chosen service, allowing you to set up and launch your promotional activities directly from this module create a contact adds a brand new contact to the chosen system, allowing you to store and manage their details for future interactions create a message for a campaign creates and sends a customized message as part of a selected campaign create a refund initiates a refund process for a specific transaction, allowing you to return funds to your customer create a response for a review this module lets you craft and send a response to a review, making it easy to address feedback directly and communicate with the reviewer create a review invite sends an invitation to a customer, encouraging them to leave a review for a specific product or service create an appointment schedules a brand new appointment using the details you provide, such as date, time, and any other relevant information create an invoice generates a new invoice using the details you provide, such as customer information, item descriptions, amounts, and other relevant data delete a campaign permanently removes a selected campaign from your account, ensuring it is no longer available in the system delete a contact permanently removes a selected contact from your account, ensuring that the contact is no longer stored or accessible within the service get campaigns fetches a complete list of all campaigns currently stored in the system, allowing you to view and manage every campaign in one place get contacts fetches a complete list of all your contacts, allowing you to view and manage everyone stored in your account get conversations fetches a complete list of all conversations stored in the service, allowing you to view and manage every conversation available get invoices retrieves a complete list of all your invoices, allowing you to view and manage your billing records in one place get products fetches a complete list of all products available in your store, allowing you to view and manage your entire product catalog get review invites fetches a complete list of all review invitations from the service, allowing you to view every invite that has been sent out get review responses fetches all responses to reviews from the service, allowing you to see every reply made to user reviews get a campaign fetches and displays detailed information about a particular campaign, allowing you to view all its key attributes and settings get a conservation message fetches and displays all messages from a specific conversation, allowing you to view the entire message history get a contact fetches and displays detailed information about a specific contact, such as their name, email address, phone number, and other related data get a conversation fetches and displays detailed information about a specific conversation, such as its participants, messages, and timestamps get a message from a conversation fetches a specific message from within a chosen conversation, allowing you to view its details or use its content in your workflow get a payment fetches detailed information about a specific payment from the service, allowing you to view all relevant payment data get a product fetches detailed information about a specific product from the service, giving you access to its key attributes and data get a refund detail fetches detailed information about a specific refund from the service, allowing you to review all related data for that refund get an invoice fetches detailed information about a specific invoice, including all its associated data make an api call allows you to make a custom, authorized api request to the service, enabling you to access features or data not covered by the standard modules refund an invoice this module allows you to issue a refund for a specific invoice using the details you provide send a message sends a message directly to a chosen recipient, allowing you to communicate important information or updates to the right person update a campaign updates an existing campaign by modifying its current details or adding new information, ensuring your campaign stays accurate and up to date update a contact updates the details of an existing contact, allowing you to modify fields such as name, email address, phone number, or other contact information update a conversation updates an existing conversation by adding new information or making changes to its details watch events the "watch events" module actively monitors your chosen app for new events as they occur, instantly triggering your scenario whenever a specified event takes place this helps you stay up to date and automate actions based on real time changes within your app templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} podium resources you can have access to more resources related to this app on the following links https //podium com https //docs podium com/reference/introduction https //www make com/en/integrations/podium community