Back

This article describes how to add and configure connectors for the Tealium EventStream API Hub and AudienceStream CDP.

In this article:

Table of Contents Placeholder

How it Works

A connector is an integration between Tealium and another vendor used to transmit data. Tealium users spend a large portion of their time working with connectors and this feature-rich update will make the day-to-day experience faster, as well as more logical and dynamic.

Here's how it works:

  • Each connector has actions that represent vendor-supported APIs and are fueled by an event feed or an audience.
  • Data gathered from the event feed or audience is passed to an action.
  • Each action is based on data mappings that map connector data from your data attributes to the data format expected by the vendor.

Terminology

  • Action
    An Action is a vendor operation, like triggering an email, building a custom audience, or managing leads. Actions vary depending on the vendor service. Many actions can be associated with a single connector.
  • Frequency Cap
    A connector action performs in real-time, but some actions are designed to have a wait period before they are triggered. The frequency cap allows you to set a downtime period for actions so that they do not trigger immediately. Learn more about Frequency Capping and Prioritization
  • Source
    Source indicates the origin of the data being acted upon. A source can be an audience or a event feed.

Add a Connector

Use the following steps to add an EventStream or AudienceStream connector:

  1. In the left sidebar, go to EventStream > Event Connectors.
    For visitor data connectors, go to AudienceStream > Audience Connectors.
  2. In the left sidebar, browse for your vendor by Category or use the Spotlight search to find a specific connector.
  3. Click the tile for the connector you want to add.
    The connector summary, including links to vendor documentation and configuration instructions displays.
    Connectors V2 ClickSend Config.jpg
  4. Click Continue.
    The configuration screen for the connector displays.

Configure Settings

Before creating actions, you must first select the type of data yo want to send and configure the vendor service.

  1. From the Data Source drop-down list, select the type of data to send.
    ClickSend Config 01.jpg
  2. From the Event Feed drop-down list, select an event specification.
  3. Name the action you created and click Continue.
    ClickSend Config 02.jpg
  4. Click Add Connector.
  5. Enter a meaningful title for this instance of the selected connector.
  6. Provide your login credentials, token or password, Account ID, and any other information required for establishing a connection with the vendor service.
  7. (Optional) Provide additional notes about this configuration.
    ClickSend Config 03.jpg
  8. Click Done to return to the previous screen.
    The connector configuration now displays.
  9. (Optional) Add another connector to use the same configuration, edit the connector settings by clicking the pencil icon, or delete the connector by clicking the trash can icon.
  10. Click Continue.
    The Add Action dialog displays.

Action Settings

  1. From the Add Action dialog, select an action from the drop-down list.
    This list varies, depending on the connector.
  2. Complete the required fields for the action selected, using pre-populated drop-down lists where available.
    When done, required fields for an item display "COMPLETED" on the right.
    ClickSend Config 04.jpg
  3. Expand each section to complete any optional fields desired.
  4. When complete, click Continue.
    The summary for your connector displays.
    ClickSend COnfig 05.jpg
  5. View the Summary page to confirm your connector configuration.
  6. Click Back to modify, or click Finish.
    You connector now displays in the list of connectors.
    ClickSend Config 06.jpg
  7. Save and Publish your profile.
    The actions you configured will now fire when the trigger conditions are met. This data populates, in real-time, as each action fires.

Map Attributes (Optional)

A connector action sends data according to the mapping configured. Some connectors offer a the ability to map the vendor attribute to Tealium attribute names. This section describes how to map these attributes when this choice is available.

Use the following steps to map Tealium attribute names to the parameter names expected by the vendor:

  1. Scroll to the bottom of the connector Actions list and click Custom Attributes to expand.
  2. Click the Map drop-down list and select an attribute.
    This list is populated based on the Source you select. For example, choosing an audience displays all visit and visitor-scoped attributes but does not display event attributes.
  3. Click the To drop-down list and select a vendor parameter to map the attribute data to.
    If the To option is preselected, you are required to send data to that endpoint. You can optionally enter a custom name if the vendor supports custom parameters.
    Connectors V2 ClickSend Mapping.jpg
  4. Click Continue.
  5. View the Summary page to confirm your connector configuration.
  6. Click Go Back to modify, or click All Done.
  7. Save and Publish your profile.

Test your Connector

After your connector is up and running, you need to test it. The easiest way to test your connector is by using the Trace Tool, as follows:

  1. Start a new trace.
  2. Examine the real-time log.
  3. Check for the action you want to validate by clicking the Actions Triggered entry to expand.
  4. Look for the action you want to validate and view the log status.

Roll Back to a Previous Version

Use the following steps to revert back to a previous version of a connector instance:

  1. In the left sidebar, go to Server-Side Versions.
  2. Use the calendar drop-down lists to provide a date range for versions from which to select.
  3. If you modify the date from the default setting, click Update Date Range.
  4. Click to select a previous version of a connector.
    Connectors V2 Roll Back Version.jpg
  5. Save and publish your profile.
  6. Reload the page.
    Your connector is now reverted back to its previous state.

Additional Configuration Options

This section describes additional configuration options that can be used with some connectors.

The WHEN Condition

Connector actions that send audience data are controlled by WHEN conditions related to the behavior of the audience. The WHEN condition determines when to fire the action.

WHEN conditions can only be applied to audiences and not event feeds.

Select one of the following conditions:

  • Joined Audience
    Trigger this action when a visitor joins the audience. For example, when a Cart Abandoner or Frequent Shopper joins an audience.
  • In Audience at Start of Visit
    Trigger this action at the beginning of the visit if the visitor is already in the audience.
  • In Audience at End of Visit
    Trigger this action if the visitor is in the audience by the end of the visit.
  • Left Audience
    Trigger this action when a visitor leaves the audience.

Create Visitor Segments

If the connector supports visitor segmentation, such as Facebook Audiences (Customer-Provided Credentials) or Google Adwords, these settings are configured in the Create tab. Enter the required information in the setup screens, click Continue > All Done, and then Save and Publish your changes.

FAQ

Restricted Data

Connectors do not honor restricted data. This means that attributes marked as Restricted Data are always included, whether you are sending them through mappings or as part of the visitor profile. This cannot be changed. Learn more about Restricted Data.

IP Whitelists

If a connector you use has strict rules about which systems it accepts requests from, you can whitelist the IP addresses of the Customer Data Hub. The IP addresses that make connector requests can be found in the IP Addresses for Customer Data Hub.