Interact users

In Interact, you can create user roles, and add single or multiple users for each user role. Users can be common across user roles.

Interact is used by many people within your organization. Because Interact is a connection point between your touchpoints and your marketing campaigns, the people that are involved with both parts of your organization will either be using or affected by Interact.

The following list describes potential Interact user roles. These duties may be divided among several individuals in your organization, or a few people may perform multiple roles.

A user who oversees all of the infrastructure that surrounds a touchpoint. While this user may not actively touch any configuration in the design environment, this person is in charge of making sure the touchpoint stays up and running, and writes the integration between the touchpoint and the runtime environment with the Interact API. This user approves deploying new configurations to production runtime servers. This user may also review statistics and reports from staging servers to analyze the effect of deploying new configurations to production runtime servers.

A user who installs and configures Marketing Platform, Campaign, and Interact. This user also installs and configures the runtime server groups, and might also perform the steps to deploy new configurations. This user could be considered the Interact administrator.

A user who designs real-time interactions. This user defines offers and which customers should receive them by working with interactive channels and campaigns. While this user may not perform the actual steps of configuration in the runtime environment, this user defines what the configurations are and spends a lot of time reviewing reports detailing performance and ROI.

A user who designs segmentation logic for interactive channels by creating interactive flowcharts.

A user who manages the data used by Interact. This person may not ever 'use' Interact, but is integral to your design team. This person must work with the user who designs the segmentation logic and the user managing the touchpoint to ensure that the correct data is where it needs to be, and is formatted and indexed properly to meet all performance requirements.

Interact workflow

Planning your Interact implementation