The Data Activation connector for Selligent enables you to integrate customer data with Selligent's email marketing and campaign automation platform. This integration allows you to send triggered, personalized emails based on customer behavior and profile data.
The integration allows you to:
Send user profile data to Selligent trigger-based mail campaigns
Target users based on their SNC_ID (Selligent's user identifier)
Pass engagement properties and profile variables to personalize email content
Automatically add users to campaign mailing lists based on audience criteria
How it works:
Consumer enters your web domain.
Consumer identifies themselves.
SNC_ID is stored on the user profile in the DMP.
Consumer views a product, the engagement tag is fired.
Engagement is stored on the user profile in the DMP.
Consumer user profile is selected based on audience rules.
User profile data is collected and sent to the Selligent Platform.
Selligent identifies the consumer by their SNC_ID.
Consumer is added to the mailing list of the trigger-based campaign based on the gate name.
Based on the supplied data, the mail template is filled out, and an email is sent to the consumer.
Before you begin
Before configuring the Selligent connector, ensure the following requirements are met:
At your organization:
Installed the Selligent server with API accessible at
your_webdomain/automation/individual.asmx?wsdlAbility to get an SNC_ID into your CRM system by calling the Selligent API
At Selligent:
Create and configure a trigger-based email campaign and retrieve the gateName
Create an email template
At the Data Activation platform:
Activate the Selligent integration with endpoint, username, and password
Create an engagement and corresponding tag to be fired with contents (in JSON)
Create an audience and add Selligent as an integration partner with the gate name
Create a store mapping tag for Selligent with the user SNC_ID
Instructions
Step 1: Configure destination
On the Data Activation platform, select Connectors in the left-side navigation bar.
Select Server to Server and click New Connector.
Select Selligent. The form requires the following information:
Name: Display name of the partner Server to server integration, used throughout the Data Activation system
Endpoint: URL to access the Selligent API. Format:
https://your_web_domain/automation/individual.asmx. Adding?WSDLshows the API operations.Username: Username known by Selligent Platform (API user credentials)
Password: Password known by Selligent Platform (API user credentials)
Step 2: Add the destination connector to an Audience/Journey
On the Data Activation platform, go to Orchestration.
Create a new audience.
In Step 1, set the rules for the audience using combinations of interactions, facts, or experiments
In Step 2, specify what data to store in audience variables. These variables are transferred to Selligent.
In Step 3, drag Selligent from the left panel and specify the gate name provided by the Selligent platform
Note
The names of the audience variables must correspond with the variable names in the mail template at the Selligent platform. If one of the variables is missing or wrongly spelled, the email will be malformed.
Store the Selligent identifier in the DMP
For the partner integration to work, you need to store the partner cookie ID (SNC_ID) in the user profile. Options include:
Option 1: Data layer method (recommended)
Make CRM data available in the data layer of your web domain. When a consumer identifies themselves, add the CRM data to your local data layer. A store mapping tag stores the partner identifier in the DMP.
(function(){
_st.tracking.storeMapping(1011,_st.data.getproperty('SNC_ID'));
})();Option 2: URL parameter method
Supply the identifier as a URL parameter in the click URL within the retargeting email.
Note that this is a less preferred method as emails can be shared with different consumers (forwarded).
Option 3: Backend API import
Import the CRM data through the Data Activation backend API directly into the DMP.