Flowhub Integration

Rob Howard Updated by Rob Howard

Flowhub is a modern point of sale system for cannabis dispensaries.

How to integrate Flowhub and DailyStory

Flowhub integration with DailyStory requires several steps.

  1. Flowhub API key and Client Id

First, you'll need to contact Flowhub and request an API Key and a Client Id. These are required to setup the integration with DailyStory.

  1. Enable integration in DailyStory

Navigation to Account Settings > Integrations and select Flowhub. Enter the Client Id and API Key obtained in step 1 and click the "Save" button.

Congratulations. Flowhub integration is now successfully configured! Data will begin importing into DailyStory from Flowhub.

Flowhub Sync

Once Flowhub integration is enabled, DailyStory:

  • Automatically syncs customer data from Flowhub - DailyStory automatically begins syncing your customer data from Flowhub into DailyStory. This includes standard customer details such as first and last name, email address, mobile number and more. But also includes Flowhub specific data such as: order status, loyalty point, products, and more. Sync runs once an hour.
  • Enables Flowhub specific customer segments - use customer data from Flowhub to build segments. These segments will automatically stay up-to-date as data in Flowhub changes.
  • Enables Flowhub specific automations - automations, such as new customer welcome, customer retention, customer recognition and more are easily enabled.

Fields synced from Flowhub

When Flowhub integration is enabled DailyStory automatically syncs data from Flowhub.

Flowhub sync is one directional from Flowhub to DailyStory. Data from Flowhub will always be considered the "source of truth".

Standard fields

DailyStory will sync the following standard fields from Flowhub: first name, last name, email, mobile number, address, city, state, postal code and birthdate. DailyStory will also automatically geocode (calculate the latitude and longitude) the contact record.

Flowhub specific fields

In addition to standard fields, the following Flowhub specific fields are synced. These fields are used for personalizing content, running automations, or building segments such as customers that haven't ordered in 6 months.

Field

Description

Id

The unique identifier of the user in Flowhub. Accessible in personalization as profile.fh_id.

Customer Type

The customer type, e.g Medicinal. Accessible in personalization as profile.fh_cust_type.

Is Loyalty Member

Whether or not the customer is a loyalty member. Accessible in personalization as profile.fh_isloyal.

Loyalty Points

The total number of loyalty points if the customer is a loyalty member. Accessible in personalization as profile.fh_points.

Products

A list of purchased products. Accessible in personalization as profile.fh_products.

Categories

A list of purchase product categories. Accessible in personalization as profile.fh_categories.

Medical Id

The medical id of the customer. Accessible in personalization as profile.fh_med_id.

Last Budtender

The last budtender that the customer interacted with during purchase. Accessible in personalization as profile.fh_last_budtender.

Total Spent

The total amount the customer has spent. Accessible in personalization as profile.fh_total_spent.

Total Orders

The total number of orders. Accessible in personalization as profile.fh_total_orders.

Last Order Type

The last order type, e.g. in store. Accessible in personalization as profile.fh_last_ordertype.

Last Order Status

The last order status, e.g. sold. Accessible in personalization as profile.fh_last_orderstatus.

Last Order Date

The date the customer last completed a purchase. Accessible in personalization as profile.fh_last_orderdate.

Auto-created segments

When Flowhub is installed the following dynamic segments are created automatically. These segments are provided as examples and can be used and modified.

Customers that haven't ordered in past 60 days

A dynamic segment that maintains a list of customers that have purchased previously, but haven't ordered anything in the past 60 days.

New customers in past 30 days

A dynamic segment that maintains a list of customers that made their first order in the past 30 days.

Customers that have ordered more than once

Customers that have ordered more than once.

Customers that have spent more than $100

Customers that have spent more than $100.

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