It is useful for marketers to be able to use segments generated in Loyalty in external systems. To that end, this integration helps marketers use Marigold Loyalty segments to personalize messages in Marigold Engage+.
For the first phase of integrations, the segment export feature is enabled for marketers to create a segment in Loyalty and schedule the segment to be exported to Marigold Engage+. Other features such as holdout group functionality and offers information are planned for future releases.
The intent of the integration is to enable brands to use Segments generated in Loyalty to trigger Campaigns in Engage+ in an automated manner without having to manually intervene to export segments once a segment is set up. Scheduled Campaigns, Date-Triggered Campaigns, and Event-Triggered Campaigns are the instances for which segment export can be used.
Brands schedule campaigns to periodically incentivize customer engagement outside of other triggered communication. Promotional campaigns may highlight new products, member-only discounts, promotional point earning opportunities, seasonal promotions, or brand-wide sales. These campaigns typically have a higher degree of personalization, and measurement of engagement is typically a higher priority.
Brands design recurring Loyalty tactics that engage customers in context to important dates. For example, after a member signs up, they may receive a series of messages that inform them of program benefits, or when the customer nears a birthday, there may be a birthday offer and message sent. Date-triggered messages are evaluated and sent at different frequencies and have varying degrees of personalization.
Brands want to notify and engage customers when certain events happen in the Loyalty program. Common examples are when a customer enrolls, makes a purchase, earns a reward, or reaches a new tier that has increased benefits. Triggered messages are expected to be sent immediately after the triggering event and have varying degrees of personalization.
For more information on use cases, please refer here.
- It is assumed that Loyalty members/recipients and the necessary demographic data for campaigns are already in the Engage+’s destination table. For example, some type of parallel ingestion or sync process has been implemented during onboarding.
- The Destination Table’s unique identifier(s) need to exist as column(s) in the Loyalty Segment Export layout (i.e., the email address or integration id) for proper import datamap creation.
- Understanding of and experience with using Loyalty segmentation.
Configure Setup in Loyalty
Create a Connection Profile
- Establish a Connection Profile. Set up SFTP/S3 connector by navigating to Admin > Integrations > Connectors and setting the value as either an FTP or an Amazon S3 connection profile.
- In most cases, the Engage+ SFTP account (i.e., email@example.com) is provisioned for the client during onboarding. For more specific information about the server, please contact your CSM.
- Connectors are used to integrate Loyalty with other Marigold applications and with third-party platforms. Connectors contain the information needed to manage the integration such as API endpoints, login credentials, etc. The collection of settings and properties are saved as a reusable asset called a Connection Profile.
Example FTP Connection Profile
Internal Name: The name given to the FTP profile, typically a user friendly name for the connector
Connection Type: The connection type, such as Secure FTP. There are other types for other integrations such as Oracle Responsys, Salesforce Marketing Cloud, etc.
FTP Host: Hostname where the file will be sent
FTP Port: Port number
Username: Username, provided by provisioning team
Password: Password, provided by provisioning team
Root path: Root directory
Updated By/At: The individual who updated the connector and at what time
Example S3 Connection Profile
Internal Name: The name given to the S3 profile, typically a user friendly name for the connector
Connection Type: The connection type, e.g., AWS. There are other types for other integrations such as FTP, Oracle Responsys, Salesforce Marketing Cloud, etc.
AWS Access Key: Specific to AWS connection profile, this can be obtained from SRE
AWS Secret Key: Specific to AWS connection profile, this can be obtained from SRE
Bucket: Specific to AWS connection profile, this can be obtained from SRE
Root Path: Root directory
Region: The AWS-specific region
Updated By/At: The individual who updated the connector and at what time
Note: Several of these values will need to be set and coordinated with the Marigold Loyalty Technical services/Provisioning team to help clients set this up.
Set up the Integration with Engage+
- Once the connection profile is created, use the connection profile in Program Settings to configure the export destination. Navigate to Program > Settings > Program Settings and select the Segment Marigold Engage+ Export program setting and follow the steps below.
Export Connection Profile
Select the Export Connection profile (either the S3 or FTP profile created for the exporting the file to Engage+)
The Export Connection Profile is the value set for the connection profile, which is selected from the available values in the drop-down. The value comes from the Connector which is set here.
The value of the path where the segment file will be dropped is set in the value field. If not specified, the file will be uploaded to the root directory of the connection profile.
Export File Prefix
The prefix value will be prepended to every segment file name. This is typically used to
identify where the file is coming from. If not specified, Loy will be the default prefix.
Set up the Segment and Export to Engage+
- Once the first two steps are completed — creating a connection profile and setting up the integration with Engage+ — you can use the Segment interface to create segments and use the Export to Engage+ button to either export the segment or set a schedule within the segment to automatically export the segment at a cadence.
You may set up any type of segment: Loyalty will support EDP, Golden Record, and EDP segments marked as Golden record to be exported to Engage+.
There are two options to export the segments once they are created:
- Set the segment to refresh at a particular cadence via the Scheduled segments UI as seen below. The segment will then refresh and automatically send a segment file to the configured destination.
- Manually export by refreshing and exporting members
Schedule a Segment for Export to Engage+
Enabled: The toggle allows you to enable or disable a schedule for segment refresh and export.
- Repeat: Repeat the schedule at a set cadence as configured in the Schedule Composer.
- Once: The segment will only run once in its lifetime at the scheduled time. Once selected, the Execute Once option will come up with a calendar object that allows you to pick the date, time, and time zone if desired.
Schedule Composer: The schedule composer enables a marketer to specify how often a segment should refresh and be exported to Engage+
From and to: This specifies the dates between which the scheduler should run.
Time Zone: Allows you to specify the time zone for segment refresh.
View the Results
The results UI displays the results of a segment, with the member ID, name, and email of the user.
This is where you can manually download a segment file or trigger an export to Marigold Engage+ using the Export Members button.
Note: For the first run of a segment, you will have to refresh segments and export members if you haven't set a schedule.
Segment File Format
Note that the segment file for the integration with Engage+ contains the following:
- member_id - Internal ID assigned by the Loyalty platform
- first name - User’s first name
- last name - User’s last name
- email - Email address of the member
- integration id - Third party identifier supplied by the client
Testing for Segment Import in Engage+
After creating, publishing, and exporting the segment to Engage+ and confirming Loyalty is exporting segment data to the expected location by inspecting the FTP/S3 account, it is advisable to then perform testing in Engage+ to verify the segment import, as in the steps below:
- Create Import Template using datamap and SFTP/S3 profile to import Loyalty segment export file.
- Check the Copy/Filter checkbox and set the Save To Folder:
Recommendation: Include LOYSEG in name for ease of search later.
2. Execute Import Template and check that data has been imported properly into the table.
3. Find and run count on the filter that was created during import to ensure count is as expected.
Q: Who will be responsible for setting up configurations?
A: The SRE provisioning team will set up the configuration (TBD). New client - TS team, existing client - provisioning / onboarding team
Q: What are the different types of segments that are available?
A: EDP segment, Golden record, EDP segment marked as Golden record, External
Q: Where can I find information about configuring the segment import in Marigold Engage+?
A: Please see the user guide here for more.