Use the Blueshift connection to import Blueshift campaign activity into BlueConic profiles and timeline events, and trigger Blueshift campaigns in real time based on changes to BlueConic profile data or timeline events. Campaign performance metrics from Blueshift also appear in BlueConic campaign reporting.
Connection details
Goal types: Import campaign activity, Trigger campaign
Frequency:
Import: Batch (scheduled or manual)
Trigger campaign: Real time
Before you begin
Before configuring this connection:
Ensure you have a Blueshift Admin role.
Obtain your Blueshift User API key.
Obtain your Blueshift Event API key.
Obtain your Amazon S3 path, access key, and secret access key from Account Settings > Amazon S3 Folder Details.
Create any BlueConic profile properties needed to store imported campaign activity.
Create a Blueshift connection
Click Connections > Add Connection.
Search for Blueshift connection.
Enter a name for the connection.
(Optional) Add labels, a description, or email notifications.
Click Save.
Authenticate
On the Set up and run page:
Select the Blueshift region.
Enter the User API key.
Enter the Event API key.
Enter:
Amazon S3 path
S3 access key
S3 secret access key
Click Save.
After authentication succeeds, the goal configuration becomes available.
Note: A schedule appears only after you activate at least one batch import goal.
Configure the connection
Create goals
Click Add goal to create one or more goals.
Available goal types:
Import campaign activity
Trigger a campaign
Goals run in the order shown within each goal category.
Configure an Import campaign activity goal
1. Select how to run
Campaign activity imports run as scheduled batch imports.
BlueConic reads campaign activity CSV files from the configured Amazon S3 location and imports each file once. Because Blueshift continually adds new files instead of replacing existing files, imports are incremental.
Select the Run in batch based on the defined schedule checkbox to import campaign activity on the schedule configured on the Set up and run page.
Click Save.
2. (Optional) Add data processors
Add processors to filter or transform imported data before profile matching and mapping.
Click Save.
3. Link identifiers
Click Add identifier or search for an identifier field.
Select the Blueshift identifier to use for matching:
Email
Customer ID
Phone number
Select the corresponding BlueConic profile property.
Repeat these steps to create additional identifier mappings.
(Optional) Select Allow creation of new profiles in BlueConic to create a new profile when no matching profile exists.
Click Save.
BlueConic evaluates identifier mappings in the order they appear and uses the first identifier available in the campaign activity record to match a profile.
4. (Optional) Map campaign activity to profile properties
Click Add mapping.
Select the Blueshift campaign activity field.
Select the BlueConic profile property.
Select how BlueConic imports the value:
Set – Always overwrite the existing value.
Set if empty – Import the value only when the property is empty.
Set or clear – Clear the property when the imported value is empty.
Add – Add unique values to a multi-value property.
Sum – Add numeric values to the existing value.
Repeat these steps to create additional mappings.
Click Save.
5. (Optional) Import campaign activity as Timeline events
Click Add event.
Select the Blueshift campaign activity to import:
Email sent
Email opened
Email link clicked
(Optional) Click Add mapping to map additional Timeline event properties.
Click Save.
BlueConic automatically uses the message UUID as the Timeline event ID and the trigger timestamp as the event date.Configure a Trigger campaign goal
Setting up a Trigger a Blueshift campaign goal
Trigger a Blueshift campaign in real time when a BlueConic profile property changes or a Timeline event occurs. The campaign configured in Blueshift determines what is sent, such as an email or SMS.
In the left panel:
Click Add goal.
Select Trigger a campaign.
(Optional) Rename the goal.
1. Select a segment
Select the BlueConic segment whose profiles can trigger campaigns.
Click Save.
Only profiles in the selected segment can trigger the Blueshift campaign.
2. Select a trigger
Select the event that triggers the Blueshift campaign.
To trigger a campaign when a profile property changes:
Select A profile property value changes.
Click the Select profile property field.
Search for and select one or more profile properties.
Click Save.
The campaign is triggered whenever one of the selected profile properties changes for a profile in the selected segment.
To trigger a campaign when a Timeline event occurs:
Select A Timeline event occurs.
Select the Timeline event type.
Click Save.
The campaign is triggered whenever the selected Timeline event occurs for a profile in the selected segment.
3. (Optional) Transform or filter your data before the export
Filter or transform exported data before BlueConic sends the trigger.
4. Link identifiers
Link BlueConic profiles to Blueshift customers.
Click Add identifier.
Select the BlueConic profile identifier.
Select the corresponding Blueshift identifier.
Repeat these steps to create additional identifier mappings.
Supported identifiers include:
Email
Customer ID
Phone number
Note: Campaign triggers require either an Email or Customer ID identifier. Add Phone number when triggering SMS or WhatsApp campaigns.
Phone numbers must use the E.164 format (for example, +14155551234).
If none of the configured identifiers contain a value, BlueConic does not trigger the campaign.
5. Select the Blueshift campaign
Select the Blueshift campaign to trigger.
Click the Campaign UUID field.
Select an event-triggered or API-triggered campaign.
If your campaign is not listed:
Enter the Campaign UUID manually.
(Optional)Select Process as a high priority campaign to send the trigger as a high priority request.
Only campaigns configured in Blueshift as event-triggered or API-triggered can be triggered from BlueConic.6. Map event data. Send BlueConic data through the bsft_event_context object.
Supported data sources:
Profile property
Profile identifier
Associated segments
Associated lifecycles
Viewed interactions
Permission level
Static text
Note: Journey Builder workflows and channel templates (email, SMS, and so on) must be created in Blueshift before you can trigger them from BlueConic
6. (Optional) Add data for the campaign
Map BlueConic data to values sent with the campaign trigger.
Click Add mapping.
Select the BlueConic data to send.
Enter the Blueshift event key.
Click the BlueConic icon to select the type of data to export.
Available data sources include:
Profile property
BlueConic profile identifier
Associated segments
Associated lifecycles
All viewed interactions (all time)
Permission level
Text value
These values are available in the Blueshift campaign template through the bsft_event_context object. Repeat these steps to create additional mappings.
Run the connection
Click Save.
Turn the connection On.
Select the checkbox next to your goal.
A green arrow appears from the BlueConic icon to the Blueshift icon, indicating the goal is active.
Run manually
Save the connection.
Go to Set up and run.
Scroll to Run history.
Click Run now.
Confirm data exchanged successfully
The Data exchange section displays the total number of unique profiles imported from and exported to Blueshift through this connection.
These are unique profiles. If the same profile is processed multiple times, it is counted only once.
Next steps
Add the connection to an Objective to manage consent.
Review Run history after each execution.
FAQ
How does campaign reporting work?
When the connection is authenticated with a valid User API key, BlueConic automatically retrieves Blueshift campaign performance metrics, such as deliveries, clicks, conversions, and revenue, and displays them in BlueConic campaign reporting. No additional goal is required.