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 "Setup 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.
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 completin the setup, click the "Add goal" button to add an import 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.
2. Select Bronto lists to export to
Select one or more lists that you want to export BlueConic profiles to:
3. 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 5. Profiles that contain no value for the BlueConic identifier will be excluded from the export.
4. 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. Each mapping rule consists of a BlueConic field and the Bronto field its value should set.
5. Optionally allow the creation of new Bronto contacts
This final setting decides what will happen when no match can be found in Bronto. Activate the checkbox to allow the creation of new Bronto contacts if no match was found. Activate the second option if you want to remove a contact from the list if a BlueConic profile isn't part of the segment any more. In other words: this will keep the members of the Bronto list and the BlueConic segment synchronized.
The Bronto Connection is a standard plugin.