SmartFocus Connector Setup Guide

SmartFocus Connector Setup Guide

by Community Manager a month ago - edited 3 weeks ago by (61 Views)

SmartFocus is more than a digital marketing platform. It's the responsive messaging platform, where data is continually received and reviewed; presenting the opportunity for your business to immediately engage your customer with relevant, personalized messages. This article describes how to set up the SmartFocus connector in your Universal Data Hub account.

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Requirements

  • API Login: Username for your SmartFocus account. Must have a dedicated API login. If you do not have one, contact your SmartFocus account manager.
  • API Password: Password for your SmartFocus account.
  • API Key: API key for your SmartFocus account.
  • Server: Server associated with your SmartFocus account.

Supported Actions

Action Name AudienceStream EventStream
Create or Update Member
Unsubscribe Member
Resubscribe Member
Send Transactional Email

Configure Settings

Go to the Connector Marketplace and add the SmartFocus connector. Read the Connector Overview article for instructions on how to add a connector.

Enter values for the following configuration settings:

  • Title: a title for the connector instance.
  • API Login: Username for your SmartFocus account. Must have a dedicated API login. If you do not have one, contact your SmartFocus account manager.
  • API Password: Password for your SmartFocus account.
  • API Key: API key for your SmartFocus account.
  • Server: Server associated with your SmartFocus account.
  • Notes: Additional notes about this connector.

Action Settings - Parameters and Options

Click Next or go to the Actions tab. This is where you will configure connector actions.

This section describes how to set up parameters and options for each action.

Action: Create or Update Member

Parameters

  • Update Type: (Required) Select one of the following methods to update or create a member:
    • Create Only: Creates a new member, even if one already exists.
    • Create or Update: Updates an existing member if it exists, otherwise creates a new member.
    • Update Only: Updates a member if it exists, otherwise does nothing.
  • Member UID: Required if Update Only or Create or Update are selected. Identifies the member to take action on.
  • Member Content: (Required) Values to be set when creating or updating a member. When using the Create Only method, "email" must be set.

Action: Unsubscribe Member

Parameters

  • Member UID: (Required) Identifies the member to take action on.

Action: Resubscribe Member

Parameters

  • Member UID (Required) Identifies the member to take action on. Can only be email, cell phone number, or member ID.

Action: Send Transactional Message

Parameters

  • Message Template: (Required) SmartFocus transactional messaging template to send to member. If the template to be sent is not listed, configure Custom Value as "UniqueRandomTag|SecurityTag".
  • Member Email: (Required) Email address of the member to send the message to.
  • Target Send Date: The date when the message is to be sent. Defaults to current date and time. If the date is in the future, the system will send it at that date/time. If the date is in the past or is not set, the message will be sent immediately.
    • Date attributes will be converted to expected SmartFocus format: yyyy-MM-dd HH:mm:ss.
  • Synchronization Type: (Required) The type of synchronization to perform for each SendRequest between the Transactional Messaging platform and the SmartFocus member table. Defaults to "nothing".
    • NOTHING: The member table will not be synchronized.
    • INSERT: The new profile will be inserted with all the associated Member Content data in the member table.
    • UPDATE: The profile and all the associated Member Content data will be updated in the member table.
    • INSERT_UPDATE: The system will try to update the profile in the member table. If the update fails, it tries to insert the profile with the associated Member Content data into the member table.
  • Synchronization UID Key: The name of the column used to match with the member table when synchronization is ON. It will match the DYN parameters that have the same name to retrieve the associated value.
  • Synchronization Member Content: Dynamic field personalization container for message personalization and parameter/value pairs for updating/inserting into the member table.

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