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This article describes the connector workflow, how it works, and actions you can take directly from the interface.

In this article:

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Overview

The connectors interface displays an intuitive workflow to be used by AudienceStream Customer Data Platform (CDP) and EventStream API Hub users when building and maintaining server-side connectors and actions. From the landing page for connectors, you can add and configure new connectors, view and edit actions for existing connectors, and view real-time reporting for success and error counts.

Features

The following list provides an overview of the features available from the connector interface:

  • Landing Page
    When accessing connectors, the initial default view is an expanded snapshot of your current server-side connectors.
    Connector Workflow Sample Update.png
  • Spotlight Search
    Using the Spotlight Search feature, you can begin typing a connector name for the connector you are looking for and the list will populate matches as each character is typed. From the search results, you can go directly to available options for that connector and drill-down into the details.|
    Connectors Workflow Spotlight Search Update.png
  • Connector Summary
    When adding a connector, the first page summarizes information about the connector, including what you will need, actions supported, and internal and external resources related to the connector.
    Connectors V2 ClickSend Config.jpg
  • Workflow
    The workflow for the connector interface is designed to guide the user through simple steps to add new server-side connectors and displays the action options already assigned for each technology.
    About Connectors Select Data Source.gif
  • Set a Connector by Configuration
    You can set different configurations for a single connector. For example, your developer, sandbox, and production accounts can each have a unique configuration.
    About Connectors Set by Configuration.gif
  • View Consent Categories
    Each EventStream connector in the marketplace has one or more consent categories assigned for each available action. You can quickly view the consent category for a specific connector by clicking the Information icon next to a connector action.
    EventStream Connector Consent Categories.gif
  • View Incomplete Actions
    When configuring actions for a connector, a status indicator to the right of each required action displays "COMPLETED" or "INCOMPLETE" to provide a quick view of completeness before moving on. Optional actions do not display this status.
    About Connectors Actions Complete or Incomplete.gif
  • Toggle Actions On or Off
    You can toggle individual actions for a connector on or off, or toggle the entire connector on or off.
    About Connectors Toggle Entire Connector or Individual Actions.gif
  • Reassign New Actions
    You can create actions and reassign those actions to server-side connectors that are already built.
  • Enhanced Reporting
    Server-side connector reporting for AudienceStream and EventStream shows the total success and error counts, in real-time. You can optionally download the error information to a .csv file for closer examination.
  • Roll Back to a Previous Connector Version
    You can now roll back to any previously published version of a connector.
    Connectors V2 Roll Back Version.jpg

Get Started!

To start adding and configuring connectors using the new interface, go to About Connectors.

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