How to integrate IBM® Coremetrics® and Campaign
This topic explains how to integrate IBM® Coremetrics® and Campaign, so you can use online segments defined in IBM® Coremetrics® products within a campaign.
The integration between IBM® Coremetrics® and Campaign relies on several components:
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An integration service that provides access to IBM® Coremetrics® APIs and acts as the integration point between the two products.
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A translation table that tells Campaign which IBM® Coremetrics® keys correspond to which Campaign Audience IDS.
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A Marketing Platform user account configured with the necessary credentials for Campaign to access the integration service.
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Configuration settings that inform Campaign about the integration service, translation table, and credentials.
The following table explains how to configure all the necessary components.
Integrating IBM® Coremetrics® and Campaign
Single sign-on (SSO) lets users access IBM® Coremetrics® from within the IBM® Unica Marketing user interface without being prompted to log in.
IBM® Unica ® Marketing Platform Administrator's Guide
Configure a translation table to translate IBM® Coremetrics® keys to Campaign Audience IDs.
The translation table consists of at least two columns, one for the IBM® Coremetrics® registrationid (online key) and one or more for each Campaign Audience ID (offline key). The translation table must be configured on the user data source from which Campaign selections take place.
For each Campaign partition where you want to enable integration, choose Settings > Configuration > Campaign | partitions | partition[n] | Coremetrics and configure these settings:
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ServiceURL: Identifies the integration service (https://export.coremetrics.com/eb/segmentapi/1.0/api.do).
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CoremetricsKey: Identifies the value used in the translation table (registrationid).
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ClientID: The unique IBM® Coremetrics® ID assigned to your company.
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TranslationTableName: The name of the translation table.
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ASMUserForCredentials: The Marketing Platform account allowed to access the integration service. The default is asm_admin.
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ASMDatasourceForCredentials: The data source assigned to the Marketing Platform account identified in the ASMUserForCredentials setting. The default is UC_CM_ACCESS.
Assign credentials to a Marketing Platform account
Choose Settings > Users, select the user that is defined in the ASMUserForCredentials configuration setting, click the Edit Data Sources link, and add a new data source:
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The Data Source name must exactly match the ASMDatasourceForCredentials defined in the configuration settings (for example, UC_CM_ACCESS).
This "data source" is the mechanism that Marketing Platform uses to store the credentials that provide access to the integration service.
IBM® Unica ® Marketing Platform Administrator's Guide
Mapping a table is how you make IBM® Coremetrics® data accessible to Campaign.
Choose Settings > Campaign Settings > Manage Table Mappings, then follow the prompts to specify the data source corresponding to the user database where the user tables reside (not the "data source" you defined for ASMDatasourceForCredentials).
Specify which Campaign users can use IBM® Coremetrics® segments in flowcharts.
Choose Settings > User Roles & Permissions > Campaign > Partition[n] > Global Policy. Click Add Roles and Assign Permissions, then Save and Edit Permissions. Under Campaigns, adjust access for Access Coremetrics Segments.
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When determining access, SSO is not considered. If you are using single sign-on and you want Campaign users to be able to access IBM® Coremetrics® segments, you still have to provide segment access by setting Global Policy.
Choose Settings > Configuration > Campaign | partitions | partition[n] | server | internal | UC_CM_integration. When this option is set to Yes, the Select process box provides the option to use IBM® Coremetrics® Segments as Input.
Configure permissions in your IBM® Coremetrics® product(s).
If the Campaign-related permissions are not set, IBM® Coremetrics® Segments are not available as input in a Select process box in a Campaign flowchart.
The IBM® Coremetrics® product documentation.
Define segments in IBM® Coremetrics® and make them available to Campaign.
Use the appropriate IBM® Coremetrics® products to export segments to Campaign:
The IBM® Coremetrics® product documentation.
Now Campaign users can start using IBM® Coremetrics® segments in flowcharts.
Add a Select process box to a flowchart and choose IBM® Coremetrics® Segments as the Input. Select a Client ID and a segment, specify a date range, then run the flowchart.
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It pulls data from IBM® Coremetrics® via the integration service. The segment data is simply a list of registration IDs.
Campaign User's Guide