Oracle Bronto Connection

bronto.pngWhat:  The Oracle 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 from Bronto into BlueConic. The connection supports scheduled batch import and export.

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.

Creating an Oracle Bronto connection

  1. Click Connections in the BlueConic navigation bar.
  2. Click Add Connection.
  3. A pop-up window appears. Enter "Bronto" in the Search bar.
  4. Click Oracle Bronto connection.
  5. The Bronto connection page opens. You can expand or collapse the metadata fields (favorite, labels, and description) by clicking the gray + or -.
  6. Enter a name for the connection at the top of the page.

Configuring the connection

Setting up the connection

  1. Click Set up and run in the Setup section in the left panel.
  2. Enter your Bronto API token.

    Retrieve your Bronto API Access token via your Bronto environment. Go to Home > Settings > Data Exchange. When creating a new token, make sure you activate the checkboxes Read, Write and Token is active?

  3. Click Save to store your setup.

To make the connection work, you have to add at least one import or export goal, save your settings, and switch the connection on. In the goal, you specify how data from BlueConic should be linked and mapped to Bronto.

Importing data from Bronto into BlueConic

In the left-hand panel, click Import data into BlueConic and then follow the steps laid out in the import goal.

  1. Select one or more Bronto lists to import data from.
    select-list.png
    Hovering over a list entry shows you a checkbox Allow to create new profiles. Activate this checkbox if you want the connection to create a new BlueConic profile for list entries that exist in Bronto but not in BlueConic.

    Optional: Activate the checkbox to save the lists the profile is imported / enriched from in a profile property that you select. This allows you to keep track of the IDs of the lists whose data enriched a profile.
    source-lists.png

  2. Link the identifiers between Bronto contacts and BlueConic profiles by mapping the unique identifiers from both systems. Select a Bronto contact field and select the BlueConic profile property it should match.
    link-bronto-identifiers.png

    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 fields to corresponding BlueConic profile properties.
    map-bronto-fields.png
    Use the Set drop-down menu to select how to import data:
    • Set
    • Set if empty
    • Add the data field to the list of existing values.
    • Sum a number with the existing values (if the data field is a number).
  4. Click Save on the top right corner of the screen to save your import goal.
    Optional: In the left panel, click Add goal and then choose Import goal to create another Import goal.

 

Exporting data from BlueConic to Bronto

In the left-hand panel, click Export data into Bronto and then follow the steps laid out in the import goal.

  1. Select a BlueConic segment to export profile data from.
    In the top right-hand corner, the number of profiles available for export appears. This number shows how many profiles meet the conditions for the selected segment and therefore are available for the export. The actual number of profiles exported might be lower than the number displayed here.
    profiles.png
  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:
    bronto-export-connection.png
    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:
    bront-export-mapping.png

    Click Add mapping to add the properties you want to export 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
      text_export_options.png
  4. Activate the checkbox to allow BlueConic to create new contacts in Bronto. This box to allow the creation of new Bronto contacts if no match was found for a BlueConic profile.
  5. Optional: Select Bronto lists you want exported contacts to be assigned to. Activate the checkbox remove contacts from the lists if they are no longer in the selected segment. This will effectively synchronize list membership in Bronto with segment membership in BlueConic.
  6. Click Save on the top right corner of the screen to save your export goal.
    Optional: In the left panel, click Add goal and then choose Export goal to create another Export goal.

 

Running the connection

To run the connection, turn the connection on at the top of the connection page and save your changes.

Use the settings in the Run history section of the Set up and run page. See Scheduling connections for information on running the connection.

 

Connection status

Once you've set up and saved your connection, the icon at the top will reflect the status of the connection.

blueconic-bronto-connection.png

Arrows run from Bronto to BlueConic and vice versa, signifying the direction of the data import. When an arrow is green, the connection is ready to be used.

In the Data exchange section of the Set up and run page, you can see the number of unique profiles that have been imported and exported via the connection. Note that these are unique profiles. For example, if the same profile is exported multiple times, it is counted as 1.

bronto-connection.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.