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Tajo 与 Brevo 集成指南

本指南将完整讲解如何把 Tajo 会员平台与 Brevo 集成，打造强大的自动化客户互动营销活动。

概览

Tajo 与 Brevo 的集成让你可以：

实时同步客户数据，在两个平台之间保持一致
自动化会员营销活动，依据客户行为触发
追踪互动数据，覆盖邮件、短信和 WhatsApp
细分客户群，按会员等级和购买行为划分
触发个性化消息，响应关键的会员事件

前置条件

开始集成之前，请确认你已具备：

Tajo 账号，且已配置会员计划
Brevo 账号，且拥有 API 访问权限
两个平台的有效 API 密钥
Webhook 端点，用于实时同步
SSL 证书，保障数据传输安全

第 1 步：配置认证

生成 Brevo API 密钥

登录你的 Brevo 账号
进入 Account & Plan > API Keys
点击 Generate a new API key
将其命名为 “Tajo Integration”
复制密钥并妥善保存

# Store in environment variables
export BREVO_API_KEY="xkeysib-your-api-key-here"
export TAJO_WEBHOOK_SECRET="your-webhook-secret"

配置 Tajo 集成

在 Tajo 仪表板中：

进入 Settings > Integrations
从列表中选择 Brevo
填入你的 Brevo API 密钥
配置同步设置

{
  "brevo_api_key": "xkeysib-your-api-key-here",
  "sync_frequency": "real-time",
  "sync_contacts": true,
  "sync_orders": true,
  "sync_events": true,
  "loyalty_attributes": [
    "LOYALTY_POINTS",
    "LOYALTY_TIER",
    "TOTAL_SPENT",
    "LAST_PURCHASE"
  ]
}

第 2 步：客户数据同步

联系人同步配置

配置自动的联系人同步，让客户数据始终保持最新：

// Sync customer on registration
async function syncCustomerToBrevo(customer) {
  const brevoData = {
    email: customer.email,
    attributes: {
      FIRSTNAME: customer.firstName,
      LASTNAME: customer.lastName,
      PHONE: customer.phone,
      LOYALTY_ID: customer.loyaltyId,
      LOYALTY_POINTS: customer.points,
      LOYALTY_TIER: customer.tier,
      SIGNUP_DATE: customer.createdAt,
      TOTAL_SPENT: customer.totalSpent,
      PREFERRED_CATEGORIES: customer.categories,
      BIRTHDAY: customer.birthday
    },
    listIds: [getListForTier(customer.tier)]
  };

  const response = await fetch('https://api.brevo.com/v3/contacts', {
    method: 'POST',
    headers: {
      'Content-Type': 'application/json',
      'api-key': process.env.BREVO_API_KEY
    },
    body: JSON.stringify(brevoData)
  });

  return response.json();
}

购买事件同步

自动同步购买行为，用于触发会员营销活动：

// Sync order completion
async function syncOrderToBrevo(order, customer) {
  // Create order in Brevo
  const orderData = {
    id: order.id,
    email: customer.email,
    products: order.items.map(item => ({
      id: item.productId,
      name: item.name,
      quantity: item.quantity,
      price: item.price,
      category: item.category
    })),
    revenue: order.total,
    date: order.createdAt
  };

  await fetch('https://api.brevo.com/v3/ecommerce/orders', {
    method: 'POST',
    headers: {
      'Content-Type': 'application/json',
      'api-key': process.env.BREVO_API_KEY
    },
    body: JSON.stringify(orderData)
  });

  // Create loyalty event
  const eventData = {
    email: customer.email,
    event: 'Purchase Completed',
    properties: {
      order_id: order.id,
      amount: order.total,
      points_earned: order.pointsEarned,
      loyalty_tier: customer.tier,
      tier_upgraded: order.tierUpgraded,
      products: order.items.map(i => i.name).join(', ')
    }
  };

  await fetch('https://api.brevo.com/v3/events', {
    method: 'POST',
    headers: {
      'Content-Type': 'application/json',
      'api-key': process.env.BREVO_API_KEY
    },
    body: JSON.stringify(eventData)
  });
}

第 3 步：配置自动化营销活动

面向新客户的欢迎活动

为新会员创建一套自动化的欢迎邮件序列：

{
  "campaign_name": "Tajo Loyalty Welcome Series",
  "trigger": {
    "event": "Contact Created",
    "conditions": {
      "LOYALTY_ID": "exists",
      "SIGNUP_DATE": "today"
    }
  },
  "emails": [
    {
      "delay": "immediate",
      "template_id": 101,
      "subject": "Welcome to Tajo Loyalty! Here's your {{params.welcome_bonus}} points bonus",
      "params": {
        "welcome_bonus": "500",
        "loyalty_tier": "Bronze",
        "next_tier_points": "1000"
      }
    },
    {
      "delay": "3 days",
      "template_id": 102,
      "subject": "Don't forget to use your {{params.welcome_bonus}} bonus points!"
    },
    {
      "delay": "1 week",
      "template_id": 103,
      "subject": "Here's how to earn points faster with Tajo"
    }
  ]
}

等级升级活动

自动为等级升级送上祝贺：

// Webhook handler for tier upgrades
app.post('/webhook/tier-upgrade', (req, res) => {
  const { customer, previousTier, newTier } = req.body;

  const campaignData = {
    email: customer.email,
    template_id: getTierUpgradeTemplate(newTier),
    params: {
      customer_name: customer.firstName,
      new_tier: newTier,
      previous_tier: previousTier,
      new_benefits: getTierBenefits(newTier),
      points_balance: customer.points
    }
  };

  // Send congratulations email
  sendBrevoEmail(campaignData);

  // Add to tier-specific list
  addToBrevoList(customer.email, getTierListId(newTier));

  res.status(200).json({ success: true });
});

第 4 步：会员事件追踪

需要追踪的关键事件

为以下核心会员事件配置追踪：

const loyaltyEvents = {
  // Account Events
  'Account Created': {
    properties: ['signup_source', 'referral_code', 'welcome_bonus']
  },
  'Profile Updated': {
    properties: ['updated_fields', 'marketing_consent']
  },

  // Purchase Events
  'Purchase Completed': {
    properties: ['order_total', 'points_earned', 'loyalty_tier', 'products']
  },
  'Product Returned': {
    properties: ['return_reason', 'points_deducted', 'refund_amount']
  },

  // Loyalty Events
  'Points Earned': {
    properties: ['points_amount', 'earning_reason', 'total_balance']
  },
  'Points Redeemed': {
    properties: ['points_used', 'reward_type', 'remaining_balance']
  },
  'Tier Upgraded': {
    properties: ['previous_tier', 'new_tier', 'upgrade_benefits']
  },

  // Engagement Events
  'Email Opened': {
    properties: ['campaign_type', 'subject_line', 'device']
  },
  'Reward Browsed': {
    properties: ['reward_category', 'reward_name', 'points_required']
  },
  'Referral Made': {
    properties: ['referral_method', 'referee_email', 'referral_bonus']
  }
};

事件追踪的实现

class TajoBrevoEventTracker {
  constructor(apiKey) {
    this.apiKey = apiKey;
    this.baseUrl = 'https://api.brevo.com/v3';
  }

  async trackEvent(customerEmail, eventName, properties = {}) {
    const eventData = {
      email: customerEmail,
      event: eventName,
      properties: {
        timestamp: new Date().toISOString(),
        source: 'tajo_platform',
        ...properties
      }
    };

    try {
      const response = await fetch(`${this.baseUrl}/events`, {
        method: 'POST',
        headers: {
          'Content-Type': 'application/json',
          'api-key': this.apiKey
        },
        body: JSON.stringify(eventData)
      });

      if (!response.ok) {
        throw new Error(`Event tracking failed: ${response.statusText}`);
      }

      return await response.json();
    } catch (error) {
      console.error('Brevo event tracking error:', error);
      throw error;
    }
  }

  // Convenience methods for common events
  async trackPurchase(customer, order) {
    return this.trackEvent(customer.email, 'Purchase Completed', {
      order_id: order.id,
      order_total: order.total,
      currency: order.currency,
      points_earned: order.pointsEarned,
      loyalty_tier: customer.tier,
      items_count: order.items.length,
      first_purchase: customer.orderCount === 1
    });
  }

  async trackTierUpgrade(customer, previousTier) {
    return this.trackEvent(customer.email, 'Tier Upgraded', {
      previous_tier: previousTier,
      new_tier: customer.tier,
      points_balance: customer.points,
      benefits_unlocked: getTierBenefits(customer.tier),
      upgrade_date: new Date().toISOString()
    });
  }
}

第 5 步：细分策略

客户细分

在 Brevo 中创建定向细分，用于个性化营销活动：

const loyaltySegments = [
  // Tier-based segments
  {
    name: "Bronze Members",
    conditions: { LOYALTY_TIER: "Bronze" },
    campaigns: ["tier_upgrade_promotion", "engagement_boost"]
  },
  {
    name: "Silver Members",
    conditions: { LOYALTY_TIER: "Silver" },
    campaigns: ["premium_offers", "early_access"]
  },
  {
    name: "Gold Members",
    conditions: { LOYALTY_TIER: "Gold" },
    campaigns: ["vip_treatment", "exclusive_rewards"]
  },
  {
    name: "Platinum Members",
    conditions: { LOYALTY_TIER: "Platinum" },
    campaigns: ["luxury_experiences", "personal_offers"]
  },

  // Behavior-based segments
  {
    name: "High Spenders",
    conditions: { TOTAL_SPENT: ">1000" },
    campaigns: ["luxury_catalog", "big_spender_rewards"]
  },
  {
    name: "Frequent Shoppers",
    conditions: { PURCHASE_FREQUENCY: "weekly" },
    campaigns: ["convenience_offers", "bulk_discounts"]
  },
  {
    name: "At-Risk Customers",
    conditions: { LAST_PURCHASE: ">90 days" },
    campaigns: ["win_back", "special_incentives"]
  },
  {
    name: "Birthday Month",
    conditions: { BIRTHDAY: "this_month" },
    campaigns: ["birthday_specials", "bonus_points"]
  }
];

第 6 步：测试与监控

集成测试清单

联系人同步：新客户会出现在 Brevo 中
订单同步：购买行为能正确触发事件
事件追踪：所有会员事件都被记录
活动触发：自动化邮件正常发出
客户细分：客户能正确地在列表之间流转
Webhook 投递：实时同步稳定可靠

配置监控

// Health check endpoint
app.get('/integration/health', async (req, res) => {
  const checks = {
    brevo_api: await checkBrevoConnection(),
    webhook_delivery: await checkWebhookDelivery(),
    event_tracking: await checkEventTracking(),
    campaign_triggers: await checkCampaignTriggers()
  };

  const allHealthy = Object.values(checks).every(check => check.status === 'ok');

  res.status(allHealthy ? 200 : 503).json({
    status: allHealthy ? 'healthy' : 'degraded',
    checks,
    timestamp: new Date().toISOString()
  });
});

常见问题排查

API 速率限制

Brevo 设有速率限制，请实现重试逻辑：

async function makeBrevoRequest(url, options, retries = 3) {
  try {
    const response = await fetch(url, options);

    if (response.status === 429) {
      const retryAfter = response.headers.get('Retry-After') || 60;
      await new Promise(resolve => setTimeout(resolve, retryAfter * 1000));
      return makeBrevoRequest(url, options, retries - 1);
    }

    return response;
  } catch (error) {
    if (retries > 0) {
      await new Promise(resolve => setTimeout(resolve, 5000));
      return makeBrevoRequest(url, options, retries - 1);
    }
    throw error;
  }
}

数据同步问题

监控并解决同步冲突：

// Sync conflict resolution
async function resolveSyncConflict(tajoData, brevoData) {
  // Use most recent timestamp as source of truth
  const tajoUpdated = new Date(tajoData.updatedAt);
  const brevoUpdated = new Date(brevoData.modifiedAt);

  if (tajoUpdated > brevoUpdated) {
    // Update Brevo with Tajo data
    await updateBrevoContact(brevoData.id, tajoData);
  } else {
    // Update Tajo with Brevo data
    await updateTajoCustomer(tajoData.id, brevoData);
  }
}

下一步

配置 Webhook，实现实时同步
创建邮件模板，用于会员营销活动
配置短信自动化，用于紧急通知
配置分析，追踪效果表现

支持与资源

集成支持：[email protected]
Brevo API 文档：api.brevo.com
示例代码仓库：github.com/tajo/brevo-integration
联系支持团队：/zh-cn/contact