What: The Bluecore Connection allows you to enrich Bluecore with data from BlueConic and vice versa. This connection supports batch import and export via SFTP.
About BlueConic: The BlueConic customer data platform harnesses the data required to power the recognition of an individual at each interaction, and then synchronizes their intent across the marketing ecosystem.
Why: By exchanging profile data from BlueConic to Bluecore, you can share first-party customer data from BlueConic profiles to activate profile data in Bluecore marketing campaigns.
SFTP will need to be enabled on the Bluecore side and you are going to need SFTP account credentials. Contact your Bluecore representative to enable SFTP and provide you with these credentials: SFTP server, port, username, and password (or private key).
Creating a Bluecore connection
- Click Connections in the BlueConic navigation bar.
- Click Add Connection.
- A pop-up window appears. Enter "Bluecore" in the Search bar.
- Click Bluecore connection.
The Bluecore connection page opens. You can expand or collapse the metadata fields (to mark it as a favorite, add labels, or write a description) by clicking the gray + or -.
- In the metadata section you can choose whether to get email notifications when the connection runs or fails to run.
- Enter a name for your connection at the top of the page.
Configuring a Bluecore connection with BlueConic
To set up a connection between BlueConic and Bluecore, you need to add your account credentials, create at least one import or export goal, turn the connection on, and either schedule or run the connection. Follow the steps outlined below.
Setting up a Bluecore connection in BlueConic
- Select Set up and run in the Setup section in the left panel.
- Enter your Bluecore SFTP account credentials. Contact your Bluecore representative for these credentials: SFTP server, port, username, and password (or private key).
- Select your Authentication method: either password or private key.
- In the File location section, enter the company name that will be part of the generated file names.
- Save your connection settings at the top of the page.
Your connection should not show an error, which means that BlueConic can now exchange customer data with Bluecore.
To make the connection work, you have to add at least one import or export goal, save your settings, and switch the connection on at the top of the page before you run it. In the goals, you specify how data from BlueConic should be linked and mapped to Bluecore.
After you run the connection, the Data exchange section shows the number of unique profiles exchanged with Bluecore. See Running the connection for details.
Importing Bluecore data to BlueConic
In the bottom left panel, click Add goal > Import profiles to create an import goal or click Import data into BlueConic on the left panel to set import goals for the connection.
- Select the Bluecore source files to be imported.
- Link identifiers between your Bluecore files and BlueConic profiles.
You can optionally choose to create new profiles if no matching identifier is found.
- Map Bluecore data to BlueConic profile properties.
In the drop-down menu on the right of each mapping, you can specify determines how a value imported from Bluecore will be stored into the BlueConic property. These are the options:
- Set: Copy the value exactly to the profile property, overwriting the previous value.
- Set if empty: Copy the value from Bluecore exactly to the profile property but only if it is empty. If the profile property already has a value, do nothing.
- Add: Add the value to a list of values already in the profile property if it hasn't been added yet, omitting duplicates.
- Sum: Numerically add the value from Bluecore to the value in the profile property. If the profile property was empty, it will be regarded as value 0. This only works for profile properties and values that contain integer numbers.
- Run the connection. See Running the connection below for details.
Exporting data from BlueConic to Bluecore
In the bottom left panel, click Add goal > Export profiles to create an export goal or click Export profile data to Bluecore on the left panel to set export goals for the connection.
- Select a BlueConic customer segment to export profile data from.
The exported data will include profiles from this segment that have a value for the data mapped in step 3.
- Select a Bluecore directory to export data to.
- Map BlueConic data to Bluecore.
Here you can match the BlueConic data you want to export to corresponding fields in Bluecore.
Click the BlueConic icon to open a drop-down menu where you can choose among the types of information you want to export:
- Profile property: The value of a specific profile property.
- 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.
- All viewed interactions: The names of all viewed BlueConic interactions (for the current page view) as the value, and names will be pipe-separated.
- Permission level: The permission level set in the profile.
- Text value: Enter any static text.
- Run the connection.
Running the connection
To run the connection, turn the connection on at the top of the page and save your changes. Use the settings in the Run history section of the Set up and run page. See Scheduling connections for details on running connections.
Once you've set up and saved your connection, the icon at the top of the window reflects the status of the connection.
Two arrows run between BlueConic to Bluecore, signifying the direction of the data import and export. When the arrows are green, the connection is ready to be used.
Connections can be added to Objectives, allowing for privacy and consent 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.