What: The Bronto connection allows you to push lists and custom variables to the Bronto marketing automation platform for more targeted behavior-based marketing. The connection also allows you to import information!
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 Bronto, you can enable a highly relevant email program for triggered emails and drip campaigns.
Configuring the connection
Setting up a new Bronto connection consists of only a couple of steps. First the connection between BlueConic and Bronto needs to be set up, then you add goals for the connection.
Click "Set up and run" to open the setup tab. To allow a connection between BlueConic and Bronto you need to enter the API Access token obtained from Bronto:
Retrieve your Bronto API Access token via your Bronto environment:
- Open "Home > Settings > Data Exchange"
- Create a new token
- Make sure you activate "Read", "Write" and "Token is active?"
Click "Save" to store your setup.
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.
Once you have completed the setup, you can add click the "Add goal" button and add an import goal. Its default name will be "Import data into BlueConic", but you can change this name to anything you like. You can add multiple import goals if you want to, each with their own specific setup.
There are three steps to configuring an import goal, each of which is described below.
1. Select Bronto lists to import from
Here you select one or more Bronto lists that you want to import data from:
Hovering over a list entry shows you a checkbox "Allow to create new profiles". Activate this if you want the connection to create a new BlueConic profile for list entries that exist in Bronto but not in BlueConic.
Activate the "Save the lists" checkbox if you want BlueConic to keep track of the names of the lists whose data enriched a profile, and select the profile property in which you want to keep that record.
2. Link identifiers between Bronto and BlueConic
To allow the connection to match Bronto and BlueConic profiles, you have to link the identifiers in both systems. Select the Bronto field and select which BlueConic profile property it should match:
You can add multiple identifier mappings, in which case all mappings will have to match simultaneously to have a valid match between a Bronto and a BlueConic profile.
If no match for a Bronto contact can be found in BlueConic, either the contact will not be imported or a new BlueConic profile is created, depending on whether the creation of new profiles was allowed for the list. Bronto contacts that contain no value for the Bronto identifier will be excluded from the import.
3. Map Bronto data to BlueConic
The last step for an import data goal is to define what data will be transferred from Bronto to BlueConic when a profile match has been found:
Click "Add mapping" to add the properties you want to import into the BlueConic profile. Each mapping rule consists of a Bronto field, the BlueConic profile property its value should transfer into and a pulldown menu to decide how the value should be transferred: always "Set" the value, "Set if empty" to set but never overwrite an existing value, "Add" a value to the list of existing values and "Sum" to numerically add the value to an existing number value.
After completing the setup, click the "Add goal" button to add an export goal. Its default name will be "Export data into Bronto", but feel free change this name to anything you like. You can add multiple export goals, each with their own specific setup.
There are five steps to configuring an export goal.
1. Select a BlueConic segment to export profile data from
Select the segment that holds the profiles that you want to export to Bronto.
In the top right-hand corner, the number of profiles available for the export appears.
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. Link identifiers between BlueConic and Bronto
Determine how BlueConic profiles and Bronto list entries are matched by linking the identifiers from both systems. Select the Bronto field and select which BlueConic profile property it should match:
If no matching contact is found for a BlueConic profile no data will be exported unless you allow the creation of a new contact in step 4. Profiles that contain no value for the BlueConic identifier will be excluded from the export.
3. Map BlueConic data to Bronto
Define what data will be transferred from BlueConic to Bronto when a profile match has been found:
Click Add mapping to add the properties you want to import into the Bronto contact, or click Add multiple mappings to add a number of properties at once. Each mapping rule consists of a BlueConic field and the Bronto field its value should set.
Click the BlueConic icon to open a drop down menu where you can switch between the type of information you want to export. Pick one of:
- BlueConic profile identifier: The unique identifier for a profile
- Associated segments: All segments, or a selection of one or more specific segments that the profile is associated with
- Profile property: The value of a specific profile property
- All viewed interactions (all time): The interactions that the profile has seen
- Permission level: The permission level set in the profile
- Text value: Enter any static text
4. Optionally allow the creation of new Bronto contacts
This setting decides what will happen when no match can be found in Bronto. Check this box to allow the creation of new Bronto contacts if no match was found.
5. Optionally assign contacts to Bronto lists
You can choose to assign subscribers to one or more lists in Bronto. Use the Remove contacts checkbox to remove contacts from Bronto lists if they are no longer part of the BlueConic segment(s) selected in step 1.
This will keep the members of the Bronto list and the BlueConic segment synchronized.
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 Bronto Connection is a standard plugin.