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Delivery Approval v2

Validate recipients in your 3rd party system before content gets sent

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Purpose

Delivery approval enables an app to validate content and external recipients to be send out via LiveSend from the Seismic web application.

App prerequisites

  • Your app must be configured with a signing secret

How it works

High Level Flow

  • When this extension point is enabled on a tenant, when a user attempts a LiveSend, the 'Send' button is replaced with a 'Validate' button.
  • The user clicks 'Validate' and Seismic sends out the details of the livesends to your external service
  • Your service responds and lets the user know if they are allowed to send content to the user, or it can provide a warning

When it's triggered

  • When a user clicks 'Validate' from the Share Content window

🚧

Delivery approval requests must be acknowledged within 60 seconds

The provider must respond within 60 seconds with one of the following responses:

  • 200 response: A 200 that conforms to the approved response payload documented below.
  • non-200 response: indicates a failure of some kind.

❗️

Downtime

If the provider point goes down, for any reason, users will be unable to make LiveSend distributions.

How to configure

Configure the Delivery Approval Extension Point

  • Add the Delivery Approval V2 extension to your application as described here
  • Fill out the fields
    • Extension Instance Name - A Name that references this usage of this extension point within your app
    • The URL of the Delivery Approval Consent Provider - The URL that we will post the payload to
    • Click Save Changes
    • Make sure to enable the extension point and click Save Changes

Security & Authentication

It is recommended that you validate the Signing Secret in the POST request that Seismic is making to your URL.

📘

v2 Changelog

The v1 Delivery Approval extension supported a custom header and basic auth modes. These have been retired in favor of the Signing Secret auth pattern

Payloads

Outbound payload from Seismic to your endpoint

{
  	"appId": "aaa07df8-9ebb-487a-98b8-471ececc5f46"  
  	"extensionPoint": "delivery-approval-v2",
    "tenantName": "jurassicpark",
    "tenant": "2438562c-da5f-4b58-b724-d9d7e22cfbf2",
    "occurredAt": "2018-02-04T01:23:17Z",
    "data": {
       "user": {
            "id": "57a0479900-504cb3ab4a1f-626d174d2d"
       },
       "delivery": {
            "type": "email",
            "details": {
                // these will be different based on delivery type
                "containsAttachments": false,
            },
            "formInformation": {
               // anything
            },
            "recipients": [{
                "id": "309ee150-d8ce-40a6-986a-e5efbc109728",
                "firstName": "Joe",
                "lastName": "Demo",
                "emailAddress": "[email protected]",
                 // context that only applies to this recipient
                 "context": [{
                    "systemType": "salesforce",
                    "systemId": null, // this always null for now
                    "contextType": "opportunity",
                    "contextName": "my opportunity",
                    "contextId": "some identifier",
                    "fields": {
                      // flat list of key values configured for this tenant, delivery type, and context type
                    }
                  }]
            }],
            "content": [{
                "repository": "doccenter",
                "type": "file",
                "name": "Brand Values",
                "libraryContent": {
                    "teamsiteId": "b9d85988-17f4-4994-82db-1ea46886046a",
                    "id": "3c3ffbb2-86ad-44d7-b692-b32c9b743ec7",
                    "versionId": "94bb9bd9-4e5e-4ee2-99f0-749a9ce422d2"
                },
                "contentProfileId": "b9d85988-17f4-4994-82db-1ea46886046a",
                "contentProfilePath": ["by Industry", "Non-Profit"]
            }, {
                "repository": "library",
                "type": "template",
                "name": "Brand Values",
                "teamsiteId": "b9d85988-17f4-4994-82db-1ea46886046a",
                "id": "b9d85988-17f4-4994-82db-1ea46886046a",
                "versionId": "b9d85988-17f4-4994-82db-1ea46886046a"
            }, {
                "repository": "workspace",
                "type": "file",
                "name": "Brand Values",
                "id": "b9d85988-17f4-4994-82db-1ea46886046a",
                "versionId": "b9d85988-17f4-4994-82db-1ea46886046a"
            }],
            // context that applies to the whole interaction
            "context": [{
                "systemType": "salesforce",
                "systemId": null, // this always null for now
                "contextType": "opportunity",
                "contextName": "my opportunity",
                "contextId": "some identifier",
                "fields": {
                  // flat list of key values configured for this tenant, delivery type, and context type
                }
          }]
       },
        "clientDetails": {
            "sessionId": "",
            "ipAddress": "74.62.18.18",
            "productArea": "doccenter",
            "deviceType": "pc",
            "browser": "chrome",
            "browserVersion": "",
            "operatingSystem": "windows",
            "operatingSystemVersion": "",
            "locale": ""
        }
    }
}

❗️

Content Properties

Content selected through the 'Paper Airplane' icon does not include content properties in the payload, whereas content that is added from the "+Add" button does have content properties in the payload. We are currently investigating a path forward.
Until this is addressed your app should not rely on Content Properties at this time

Inbound Response from your system to Seismic

{
  "deliveryApproval": {
    // optional. Defaults to approval
    "global": {
      "status": "warn", // global approve/forbid/warn
      "message": "This warning applies to the entire use of the engagement"
    },
    // can be empty. defaults to approving all
    "recipients": [{
        "recipient": {
          "id": "309ee150-d8ce-40a6-986a-e5efbc109728"
        },
 
        // can you deliver to this recipient? Optional, defaults to approve
        "recipientStatus": {
          "status": "forbid",
          "message": "Contact not approved" // optional, used on per-recipient details
        },
 
        // which content are you allowed to send? Optional (defaults to approving all the content)
        "contentStatus": [
          {
            "status": "forbid", // can also be warn.
            "message": "State restriction",
 
            // the content objects that failed the check, echoed back.
            "content": [
              {
                "repository": "doccenter",
                "name": "Brand Values",
                "type": "file",
                "libraryContent": {
                  "teamsiteId": "b9d85988-17f4-4994-82db-1ea46886046a",
                  "id": "b9d85988-17f4-4994-82db-1ea46886046a",
                  "versionId": "b9d85988-17f4-4994-82db-1ea46886046a"
                },
                "contentProfileId": "b9d85988-17f4-4994-82db-1ea46886046a",
                "contentProfilePath": [
                  "by Industry",
                  "Non-Profit"
                ]
              }
            ]
          }
        ]
      }
    ]
  }
}

Rich text formatting

The message objects support a very basic subset of rich-text formatting outlined in the following table.

StyleSyntaxExampleResult
Bold** **This text is **bold**This text is bold
Italic_ _This text is _italic_This text is italic
Bold Italic**_ _**This text is **_bold italic_**This text is bold italic
Link[] display name () link itself[Seismic Software](http://seismic.com)Seismic Software

Updated about 1 year ago