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Synchronizing profiles

ACS Connector replicates data from Campaign v7 to Campaign Standard. The data received from Campaign v7 can be used in Campaign Standard to create deliveries. You can see how profiles are synchronized by performing the operations listed below.
  • Add new recipients : Create a new recipient in Campaign v7 and confirm that a corresponding profile has been replicated to Campaign Standard. See Creating a new recipient .
  • Update recipients : Edit a new recipient in Campaign v7 and view the corresponding profile in Campaign Standard to confirm that the update has been replicated. See Editing a recipient .
  • Build a workflow in Campaign Standard : Create a workflow in Campaign Standard that includes a query with an audience or profiles replicated from Campaign v7. See Creating a workflow .
  • Create a delivery in Campaign Standard : Follow the workflow to completion to send a delivery. See Creating a delivery .
  • Verify the unsubscription link : Use a Campaign v7 web application to make certain that the recipient's choice to unsubscribe to a service is sent to the Campaign v7 database. The option to stop receiving the service is replicated to Campaign Standard. See Changing the unsubscription link .

Prerequisites

The following sections describe how ACS Connector helps you add and edit recipients in Campaign v7 and then use them in a Campaign Standard delivery. ACS Connector requires the following:
  • Recipients in Campaign v7 replicated to Campaign Standard.
  • User rights to execute workflows in both Campaign v7 and Campaign Standard.
  • User rights to create and execute a delivery in Campaign Standard.

Creating a new recipient

  1. Create a new recipient in Campaign v7 for replication to Campaign Standard. Enter as much information as possible, including the recipient's last name, first name, email address, and postal address. However, do not choose a Salutation since it will be added in the next section, Editing a recipient . For further information, see Adding recipients .
  2. Confirm that the new recipient has been added to Campaign Standard. When reviewing the profile, make certain that the data you entered in Campaign v7 is also available in Campaign Standard. To learn where to find profiles in Campaign Standard, see Navigation Basics .
    By default, the periodic replication for ACS Connector is once every 15 minutes. For further information, see Data replication .

Editing a recipient

The steps below for changing a single point of data offer a simple example of how Campaign v7 becomes the master database for Campaign Standard when using data replication. Modifying or deleting replicated data in Campaign v7 has the same effect on the corresponding data in Campaign Standard.
  1. Choose the newly created recipient from Creating a new recipient and edit the recipient’s name. For example, choose a Salutation for the recipient (e.g. Mr. or Mrs.). For further information, see Editing a profile .
  2. Confirm that the recipient’s name has been updated in Campaign Standard. To learn where to find profiles in Campaign Standard, see Navigation Basics .
    By default, the periodic replication for ACS Connector is once every 15 minutes. For further information, see Data replication .

Creating a workflow

Profiles and services replicated from Campaign v7 are available to digital marketers to leverage the rich data in Campaign Standard. The instructions below demonstrate how to add a query to a Campaign Standard workflow and then use it with the replicated database.
For further information and full instructions regarding Campaign Standard workflows, see Workflows .
  1. Go to Campaign Standard and click Marketing Activities .
  2. Click Create on the upper right.
  3. Click Workflow .
  4. Click New workflow and Next .
  5. Enter a name for the workflow in the Label field and additional information if needed. Click Next .
  6. From Targeting on the left, drag a Query target to the workspace.
  7. Double click the Query activity and choose a parameter that can be used with the replicated database. For example, you can:
    • Drag Profiles to the workspace. Use the field pull-down menu to choose Is external resource to find profiles that were replicated from Campaign v7.
    • Drag other query parameters to further target the replicated profiles.

Creating a delivery

The instructions for creating the delivery continue the workflow started with Creating a workflow .
Digital marketers can leverage a Campaign v7 web application to make certain that a recipient's choice to unsubscribe to a service is sent to the Campaign v7 database. After the recipient clicks the unsubscription link, the option to stop receiving the service is replicated from Campaign v7 to Campaign Standard. For additional details, see Changing the unsubscription link .
Follow the steps below to add an email delivery to an existing workflow with the unsubscription service created in Campaign v7. For further information and full instructions regarding Campaign Standard workflows, see this document .
Please ask your consultant to configure the web application for the unsubscription service before following the steps below.
  1. Click Channels on the left.
  2. Drag Email delivery to the existing workflow in the workspace.
  3. Double click the Email delivery activity and choose Single send email or Recurring email . Select your options and click Next .
  4. Click Send via email and click Next .
  5. Enter a name for the delivery in the Label field and additional information if needed. Click Next .
  6. In the Subject field, enter the subject that will appear in the recipient's email inbox.
  7. Click Change content to add an HTML template.
  8. Choose content that includes the link to unsubscribe to the service. Click Confirm .
  9. The current unsubscription link must be replaced by a new one that uses the web application created by your consultant. Locate the unsubscription link at the bottom of the email content and click it once. Click the trash can icon to delete the link.
  10. Click inside the same content area and type Unsubscription link .
  11. Highlight the text with your cursor and click the chain icon.
  12. Click Link to a landing page .
  13. Click the folder icon to choose the landing page.
  14. Choose the web application created by the consultant and click Confirm .
  15. Click Create .
  16. Return to the workflow by clicking the delivery name.
  17. Click Start to send the delivery. The email delivery icon blinks to indicate that it is being prepared for delivery.
  18. Double click the Email delivery channel and choose Confirm to send the email. Click OK to send the messages.

Verifying the unsubscription service

Follow the instructions in Creating a workflow and Creating a delivery before moving to the steps below.
  1. The recipient clicks the unsubscription link in the email delivery.
  2. The recipient confirms the unsubscription.
  3. The recipient data in Campaign v7 is updated to reflect that the user has unsubscribed. Confirm that the box No longer contact (by any channel) is checked for the recipient. To learn how to view a recipient in Campaign v7, see Editing a profile .
  4. Go to Campaign Standard and open the profile details for the recipient. Confirm that a checkbox appears next to No longer contact (by any channel) . To learn where to find profiles in Campaign Standard, see Navigation Basics .