Connect a Bluecore Site™ on-site campaign to an ESP outside of Bluecore for a welcome email campaign. Bluecore Site™ is currently compatible with:

  • Bluecore

  • Bronto

  • Cheetah Digital Cheetahmail

  • Salesforce Marketing Cloud

  • Responsys

With this ESP connection, Bluecore can pass the captured email addresses and other customer data to the ESP in real-time.

This article outlines the necessary steps that must be configured when creating an on-site campaign. This will connect the campaign to an ESP of your choice.

Before beginning the below setup, please be sure the ESP is already integrated with Bluecore. If you’re not already integrated with Bluecore, please contact your Customer Success Manager (CSM).

GETTING STARTED

Before diving into the relevant ESP integration, below are some general notes that apply to all of the supported ESP integrations for Bluecore Site™.

  • Only one list may be selected for each ESP integration. At this time, data cannot be added to more than one list.

  • Each of the prerequisites for each campaign are optional. If there is no value for lists, the system will create/update the user in the respective ESP integration.

  • You have the option to suppress duplicate emails from being submitted (more on the duplicate check below). In the event of no values provided for a duplicate check, the system will default to the first option, which is no verification/validation of the email address being submitted.

BLUECORE

After you’ve set up an on-site campaign with Bluecore Site™, the next steps before launching the campaign is to select an ESP adaptor. Please be sure to have all other configurations set up before connecting to an ESP.

The below steps are specific to setting up this campaign to send the emails through Bluecore. Even if Bluecore is your primary ESP, please configure the below settings.

1. Select a previously configured Bluecore Site™ campaign. Please be sure the campaign has been set to inactive in order to edit it below.

2. Navigate to the Message tab.

3. Click the Gear Icon next to the template configuration.

4. Select Bluecore from the ESP integrations drop-down menu.

5. Select who is allowed to subscribe to this campaign.

  • Anyone: No validation of the email address being submitted.

  • Anyone not in these lists: Prevents duplicate emails from being added to the list.
    Anyone not subscribed to any list: If the customer already exists within Bluecore, they are allowed to sign up again through this campaign.

6. Select to integrate a transactional email. This is an optional configuration. If including, select the applicable previously configured transactional email from the drop-down menu.

7. Click Save & Continue in the lower right-hand corner.

8. Then, launch the campaign!


BRONTO

After you’ve set up an on-site campaign with Bluecore Site™, the next steps before launching the campaign is to select an ESP adaptor. Please be sure to have all other configurations set up before connecting to an ESP.

The below steps are specific to setting up this campaign to send the emails through Bronto.

1. Select a previously configured Bluecore Site™ campaign. Please be sure the campaign has been set to inactive in order to edit it below.

2. Navigate to the Message tab.

3. Click the Gear Icon next to the template configuration.

4. Select Bronto from the ESP integrations drop-down menu.

5. Select who is allowed to subscribe to this campaign.

  • Anyone: No validation of the email address being submitted.

  • Anyone not in these lists: Prevents duplicate emails from being added to the list.

  • Anyone not subscribed to any list: If the customer already exists within Bronto, they are allowed to sign up again through this campaign.

6. Select to include Data Lists. This is an optional configuration. Data lists are static groups of contacts. Use different lists to categorize groups of contacts to achieve different goals. For example, breaking out an audience into opted-in and not yet opted-in lists.

If including, select the applicable data lists. These are automatically available based on your Bronto integration.

7. Click Save & Continue in the lower right-hand corner.

8. Then, launch the campaign!


CHEETAH DIGITAL CHEETAHMAIL

After you’ve set up an on-site campaign with Bluecore Site™, the next steps before launching the campaign is to select an ESP adaptor. Please be sure to have all other configurations set up before connecting to an ESP.

The below steps are specific to setting up this campaign to send the emails through Cheetah.

1. Select a previously configured Bluecore Site™ campaign. Please be sure the campaign has been set to inactive in order to edit it below.

2. Navigate to the Message tab.

3. Click the Gear Icon next to the template configuration.

4. Select Cheetah from the ESP integrations drop-down menu.
5. Select who is allowed to subscribe to this campaign.

  • Anyone: No validation of the email address being submitted.

  • Anyone not in these lists: Prevents duplicate emails from being added to the list.

  • Anyone not subscribed to any list: If the customer already exists within Cheetah, they are allowed to sign up again through this campaign.

6. Select to include Data Lists. This is an optional configuration. Data lists are static groups of contacts. Use different lists to categorize groups of contacts to achieve different goals. For example, breaking out an audience into opted-in and not yet opted-in lists. If including, select the applicable data lists. These are automatically available based on your Cheetah integration.

7. Click Save & Continue in the lower right-hand corner.
8. Then, launch the campaign!


SALESFORCE MARKETING CLOUD

After you’ve set up an on-site campaign with Bluecore Site™, the next steps before launching the campaign is to select an ESP adaptor. Please be sure to have all other configurations set up before connecting to an ESP.

The below steps are specific to setting up this campaign to send the emails through Salesforce Marketing Cloud.

1. Select a previously configured Bluecore Site™ campaign. Please be sure the campaign has been set to inactive in order to edit it below.

2. Navigate to the Message tab.

3. Click the Gear Icon next to the template configuration.

4. Select Salesforce Marketing Cloud from the ESP integrations drop-down menu.

5. Select to include Data Lists. This is an optional configuration. Data lists are static groups of contacts. Use different lists to categorize groups of contacts to achieve different goals. For example, breaking out an audience into opted-in and not yet opted-in lists. If including, select the applicable data lists. These are automatically available based on your Salesforce Marketing Cloud integration.

6. Select to include a data extension. This is an optional configuration. Data extensions are tables within the application database that contains information on your customers. Use a data extension to run queries, pull information, and send to a subset of customers. You can manually import data extensions to Bluecore, or automate it through the Automation Studio or the Marketing Cloud API (data extensions can be used in both Contact Builder and in Email Studio, but data extension permissions, sharing, and other functionality live in Email Studio). Select the data extension to which they want to add the data being captured.

7. Click Save & Continue in the lower right-hand corner.
8. Then, launch the campaign!


RESPONSYS

After you’ve set up an on-site campaign with Bluecore Site™, the next steps before launching the campaign is to select an ESP adaptor. Please be sure to have all other configurations set up before connecting to an ESP.

The below steps are specific to setting up this campaign to send the emails through Responsys.

1. Select a previously configured Bluecore Site™ campaign. Please be sure the campaign has been set to inactive in order to edit it below.

2. Navigate to the Message tab.

3. Click the Gear Icon next to the template configuration.

4. Select Responsys from the ESP integrations drop-down menu.
5. Select who is allowed to subscribe to this campaign.

  • Anyone: No validation of the email address being submitted.

  • Anyone not in these lists: Prevents duplicate emails from being added to the list.

  • Anyone not subscribed to any list: If the customer already exists within Responsys, they are allowed to sign up again through this campaign.

6. Select to include Data Lists. This is an optional configuration. Data lists are static groups of contacts. Use different lists to categorize groups of contacts to achieve different goals. For example, breaking out an audience into opted-in and not yet opted-in lists. If including, select the applicable data lists. These are automatically available based on your Responsys integration.

7. Select to include a data extension. This is an optional configuration. Data extensions are a table within the application database that contains your customer data. You can import data into data extensions with Responsys. Select the data extension to which they want to add the data being captured.

7. Click Save & Continue in the lower right-hand corner.
8. Then, launch the campaign!

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