What: The WhatCounts connection allows you to push lists and custom variables to the cloud-based WhatCounts marketing automation platform for more targeted behavior-based marketing. The connection also allows you to import information from WhatCounts into BlueConic!
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 WhatCounts, you can enable a highly relevant email program for triggered emails and drip campaigns.
Configuring the connection
In the side bar on the left are a number of tabs. There is a setup section and there are import and export goals. Goals can be activated or deactivated with the checkbox in front of the name. Multiple goals can be added by using the [Add goal] button at the bottom of the page and you can delete or copy goals by hovering over them and selecting the "x" respectively copy icon.
Click on a goal to open its tab and see the configuration options for that goal. The name of the goal can be changed by editing it at the top of the goal configurations.
Setup and run
This is where you set up the authentication that will allow BlueConic to connect to the cloud-based WhatCounts platform.
- Enter your parent account - the same realm you need when logging in at WhatCounts.
- API password
- Log in to WhatCounts and open the API setup page to retrieve or change your API password.
Import goals allow you to import data from WhatCounts into BlueConic. To do this, complete the steps that are outlined in the goal.
1. Select WhatCounts lists to import from
Pick the lists that you want to import subscriber information from.
Also activate the "Allow to create new profiles" if you want to allow the import to create new profiles subscribers that exist on the list but that do not have a matching profile 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 WhatCounts and BlueConic
Determine how BlueConic will match WhatCounts subscribers to BlueConic profiles. You can only select a BlueConic profile property that has been designated as a "unique identifier".
When the import is run, each subscriber of the selected lists is matched to a BlueConic profile. If no matching profile can be found, BlueConic will optionally create a new profile based on whether that is allowed for the list.
3. Map WhatCounts data to BlueConic
Here you determine which information from WhatCounts will be mapped to which profile property in BlueConic. Select the WhatCounts field on the left and the BlueConic profile property on the right. You can also determine how to import the value: "set" always, only "set if empty", "add" items to the list of existing values, or "sum" a number with an existing number.
Click the export goal and follow the steps laid out to enrich WhatCounts with BlueConic profile information. Individual profiles are immediately exported to WhatCounts if a visit to a channel triggers a change in one of the BlueConic profile properties involved in the configuration.
1. Select a BlueConic segment to export profile data from
Start by selecting the segment that contains the profiles whose data needs to be exported to WhatCounts.
2. Select WhatCounts lists to export data to
Select one or more lists from WhatCounts where profile data will exported to.
3. Link identifiers between BlueConic and WhatCounts
Determine how BlueConic profiles will be matched to WhatCounts subscribers. You can only select a BlueConic profile property that has been designated as a "unique identifier".
4. Map BlueConic data to WhatCounts
Next, select the BlueConic profile property and the WhatCounts field the information should be mapped to:
Add extra mapping rules with the [Add mapping] button, or hover over a rule and click the "x" icon to delete a rule.
5. Optionally allow the creation of new WhatCounts subscribers
When the export is run, each BlueConic profile is matched to subscribers of the selected lists. If no matching subscribers are found, BlueConic can optionally create a new subscriber to the lists. Activate the checkbox to allow BlueConic to create new subscribers.
If a visitor is no longer part of the segment configured in step 1, nothing will typically happen. If you want BlueConic to also remove a subscriber from the lists if
The WhatCounts Connection is a standard plugin.