Integrating IBM Analítica Digital and Campaign
When Analítica Digital is integrated with Campaign , online segments defined in Analítica Digital can be used in campaigns.
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This topic pertains specifically to IBM® Analítica Digital, not IBM® .
The integration between Analítica Digital and Campaign relies on several components:
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An integration service that provides access to Analítica Digital APIs and acts as the integration point between the two products.
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A translation table that tells Campaign which Analítica Digital keys correspond to which Campaign Audience IDS.
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A Plataforma de Marketing 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 the necessary components.
Integrating Analítica Digital and Campaign
Single sign-on (SSO) lets users access Analítica Digital from within the IBM® EMM user interface without being prompted to log in.
IBM® Plataforma de Marketing Administrator's Guide
Configure a translation table to translate Analítica Digital keys to Campaign Audience IDs.
The translation table consists of at least two columns, one for the Analítica Digital 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 Analítica Digital ID assigned to your company.
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TranslationTableName: The name of the translation table.
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ASMUserForCredentials: The Plataforma de Marketing account allowed to access the integration service. The default is asm_admin.
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ASMDatasourceForCredentials: The data source assigned to the Plataforma de Marketing account identified in the ASMUserForCredentials setting. The default is UC_CM_ACCESS.
Assign credentials to a Plataforma de Marketing 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 Plataforma de Marketing uses to store the credentials that provide access to the integration service.
IBM® Plataforma de Marketing Administrator's Guide
Mapping a table is how you make Analítica Digital 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 Analítica Digital 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 Analítica Digital 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 Analítica Digital Segments as Input.
Configure permissions in your Analítica Digital product(s).
If the Campaign -related permissions are not set, Analítica Digital Segments are not available as input in a Select process box in a Campaign flowchart.
The Analítica Digital product documentation.
Define segments in Analítica Digital and make them available to Campaign .
The Analítica Digital product documentation.
Now Campaign users can start using Analítica Digital segments in flowcharts.
Add a Select process box to a flowchart and choose Analítica Digital 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 Analítica Digital via the integration service. The segment data is simply a list of registration IDs.
IBM® Campaign User's Guide