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SmartFocus Connector Setup Guide

This article describes how to set up the SmartFocus connector in your Universal Data Hub account.

Table of Contents Placeholder

Requirements

  • API Login – Username for your SmartFocus account.

    You 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.

  • Enable SmartFocus Member Feature – The Member module must be enabled in your SmartFocus account or the connection will fail when you attempt to connect.

    This is an account-level feature and, once enabled, will apply to any API users and provides a way to access your members’ profile through the API. It provides full access to the MEMBER table, which allows you to insert, update, and get a member profile. The member table is a single table stored in the SmartFocus datacenter and contains all the profile information of your recipients, such as email address, first name, last name, and any column defined during the life of your 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 – Title for the connector instance.
  • API Login – Username for your SmartFocus account. You 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

Parameter Description
Update Type
  • Required
  • Select applicable update strategy.
    • Create Only
      Create new member without lookup.
    • Update Only
      Update an existing member.
    • Create or Update
      Update an existing member if it exists, otherwise create a new member.

Action: Resubscribe Member

Parameters

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

 

Action: Unsubscribe Member

Parameters

Parameter Description
Member UID
  • Required
  • Identifies the member to take action on.

Action - Send Transactional Message

Parameters

Parameter Description
Message Template
  • Required
  • SmartFocus transactional messaging template to send to member.
  • Options may take a moment to load from SmartFocus API.
  • If the template to be sent is not listed, configure Custom Value as "UniqueRandomTag|SecurityTag"
Member Email
  • Required
  • The recipient’s email address to which you want to send the message.
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, the message will be sent immediately.
  • Date attributes will be converted to expected SmartFocus format of  yyyy-MM-dd HH:mm:ss.
Synchronization Type
  • 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 or 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.

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