IBM Marketing Cloud (Silverpop) Connection

Screen_Shot_2017-04-17_at_3.48.08_PM.png

What:  The IBM Marketing Cloud (Silverpop) connection allows you to push lists and custom variables to the IBM Marketing Cloud for email segmentation and triggered email campaigns. Additionally the connection allows you to add an import to the connection.

For example:

  1. Personalized newsletters (creative, messaging, offers) based on visitor interests and engagement level
  2. Cart / visit abandonment reminders
  3. Re-stock updates
  4. Funnel / lifecycle management campaigns

About BlueConic: BlueConic is a Customer Data Platform that harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem. Click here to learn more.

Why: Interact with your email recipients with relevancy on-site, and in their inbox! By using BlueConic's unique behavioral data collection engine and/or sharing data from other platforms with IBM Marketing Cloud, you can enable a highly relevant email program for triggered emails and drip campaigns.

Adding an IBM Marketing Cloud Connection

  1. Click Connections in the navigation bar.
  2. Click Add Connection.SFTPconnection1.png
  3. A pop-up window appears. Check the Show all box. Enter “IBM Marketing Cloud” in the Search bar.

    Click IBM Marketing Cloud (Silverpop) Connection.
    IBM_Marketing_Cloud1.png

  4. The IBM Marketing Cloud (Silverpop) Connection page opens. You can expand or collapse metadata fields (favorite, labels, and description) by clicking the gray + or .

Configuring the connection

Set up and run

For the connection to work, you must have an active IBM Marketing Cloud account. Click Set up and run and enter your credentials to set up the connection. Also, select the pod number where your data lives. The pod number in the URL is the number that appears in the URL for your login page. For example, if you log into "engage1.silverpop.com/login.do", then your pod number is 1.

Data exchange shows the total number of unique profiles that have been imported or exported via the connection. Note that these are unique profiles. If the same profile is exported multiple times, it is counted as 1.

IBM_Silverpop_Exchange.png

Next, select the goals for connecting BlueConic to IBM Marketing Cloud:

  • Import contact list information into BlueConic
  • Import relational table data into BlueConic
  • Export data into IBM Marketing Cloud

The goals determine if capabilities of the connection will be a two-way or one-way capacity. Keep in mind that even with two-way authentication BlueConic may need multiple connections, used independently for various data lists. This is because only a single dataset can be matched at a time, because datasets each require their own rule sets.

IBM_connection_goals.png 

Importing contact list data into BlueConic

The goal to "Import contact list data into BlueConic" means that you'll be mapping data lists from IBM Marketing Cloud into BlueConic to enrich BlueConic profiles automatically. Values will be added to profiles in BlueConic and optionally new profiles can be created. Activate the checkbox to go through the configuration process for this goal.

  1. Select the IBM Marketing Cloud database you will be importing data from.
  2. Select one or more lists to import data from. Activate the checkbox for Allow to create new profiles if you want BlueConic profiles to be created if no matching profile can be found for a contact in the list.
  3. Link identifiers between IBM Marketing Cloud and BlueConic. If there is no match for a IBM Marketing Cloud contact, either the contact will not be imported or a new BlueConic profile is created (if the 'Allow to create new profiles' option is checked in the step above). IBM Marketing Cloud contacts that contain no value for the IBM Marketing Cloud identifier will be excluded from the import.
  4. Map the IBM Marketing Cloud fields that you want to import into BlueConic. Select the IBM Marketing Cloud field and search for the BlueConic profile property it should map to. Choose one of four actions that should be taken:
    Action Rule
    Add The new value is added to the existing value(s) of the profile property.
    Set The new value overwrites any existing value in the profile property. 
    Set if Empty Select this option to prevent overwriting, and only store the first value encountered for the visitor.
    Sum Only when the profile property is a number and the value that is entered at the rule is also a number then these two values are added and the new value is stored in the profile property. In all other cases the rule will not change the existing value of the profile property.
    Click Add mapping to add more mapping rules. 

 

Importing relational table data into BlueConic

The goal to "Import relational table data into BlueConic" means that you'll be mapping table data from IBM Marketing Cloud into BlueConic to enrich BlueConic profiles automatically. Values will be added to profiles in BlueConic and optionally new profiles can be created. Activate the checkbox to go through the configuration process for this goal.

  1. Select the IBM Marketing Cloud relational table to import data from. Activate the checkbox if you want to allow the creation of new BlueConic profiles upon import.
  2. Link IBM Marketing Cloud contacts to BlueConic profiles by linking the identifiers from both systems. If there is no match for a IBM Marketing Cloud contact, either the contact will not be imported or a new BlueConic profile is created (if the 'Allow to create new profiles' option is checked in the step above). IBM Marketing Cloud contacts that contain no value for the IBM Marketing Cloud identifier will be excluded from the import.
  3. Map the IBM Marketing Cloud fields that you want to import into BlueConic. Select the IBM Marketing Cloud field and search for the BlueConic profile property it should map to. Choose one of four actions that should be taken:
    Action Rule
    Add The new value is added to the existing value(s) of the profile property.
    Set The new value overwrites any existing value in the profile property. 
    Set if Empty Select this option to prevent overwriting, and only store the first value encountered for the visitor.
    Sum Only when the profile property is a number and the value that is entered at the rule is also a number then these two values are added and the new value is stored in the profile property. In all other cases the rule will not change the existing value of the profile property.
    Click Add mapping to add more mapping rules.

 

Exporting data into IBM Marketing Cloud

To export data from BlueConic into IBM Cloud to enrich its contacts or create new ones, activate the goal "Export data into IBM Marketing Cloud" and then click the text link to view the tab.

Individual profiles are immediately exported to IBM Marketing Cloud if a visit to a channel triggers a change in one of the BlueConic profile properties.

  1. Search for the BlueConic segment of visitors that you want to export.

    In the top right-hand corner, the number of profiles available for the export appears.

    profiles.png

    This number shows how many profiles meet the conditions for the selected segment (for example, they have an email address and gave required consent for an objective) and therefore are available for the export. BlueConic tries to export only the profiles that have changed since the last export. This number of profiles exported may be lower than the number displayed here. 

  2. Select the IBM Marketing Cloud database to export to.
  3. Link BlueConic profiles to IBM Marketing Cloud contacts by linking the identifiers from both systems.
  4. Map the BlueConic data you want to export to the corresponding IBM Marketing Cloud fields.

    Click Add mapping to add a new mapping rule, or click Add multiple mappings to add a number of rules for properties.
    Note that the logo before the entry field is a clickable menu where you can select the type of data you want to export: the BlueConic profile identifier of the profile, the associated segments (click the text to select only a couple instead of all) or a profile property.
    IBM_Mappings_2.png
  5. Optional: If you want the export to create new contacts in IBM Marketing Cloud if no matching contact can be found for a BlueConic profile, activate the checkbox.
  6. Optional: Click to choose the IBM Marketing Cloud lists you want to assign exported profiles to. 
  7. Optional: If you want to remove contacts from lists if they are no longer part of the segment that is being exported, activate the 'Remove contacts' checkbox

  

The arrows to and from the BlueConic and IBM Marketing Cloud logos turn green to show the connection has been authenticated and configured correctly.

 

 

Running the IBM Marketing Cloud connection

Make sure you've added import and export goals before running the connection.

Scheduling the connection

To run the connection on a schedule, follow these steps:

  1. Click Set up and Run under Authentication in the left-hand column.
  2. Click the settings icon  in the Run history section of the Set up and run page.
  3. Schedule the connection to run by choosing options in the Schedule window.
  4. Click OK.
  5. Switch the IBM Marketing Cloud connection on. 
  6. Save the connection.

mceclip2.png 

Privacy management

Connections can be added to Objectives, allowing for privacy management of the information that is being picked up. A connection will only process the profiles of visitors who have consented to at least one of the objectives that the connection is linked to.

The IBM Marketing Cloud Connection is a standard plugin.