Connect a Bluecore Site™ on-site campaign to an ESP outside of Bluecore for a welcome email campaign. Bluecore Site™ is currently compatible with:
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. Then, navigate to the Template Settings and Rules.
4. Click ESP Integrations from the drop-down menu.
5. Select Bluecore from the ESP integrations drop-down menu.
6. 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.
7. 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.
8. Click Save & Continue in the lower right-hand corner.
9. 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. Then, navigate to the Template Settings and Rules.
4. Click ESP Integrations from the drop-down menu.
5. Select Cheetah from the ESP integrations drop-down menu.
6. 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.
7. 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.
8. Click Save & Continue in the lower right-hand corner.
9. Then, launch the campaign!
SALESFORCE MARKETING CLOUD
Within SFMC , there are core capabilities like setting up orchestration using the Journey Builder functionality. It makes sense for marketers to define their workflow within the journey and automate the next steps. These journeys can be welcome workflows , Drip marketing campaigns and reminder follow ups where users can get qualified at different stages of their customer lifecycle.
Bluecore Site helps capture the email lead and builds an initial part of these journeys for our partners. Using Bluecore Site Capture, we can ingest the lead captured directly into a SFMC Journey which will start the downstream workflow.
Before beginning the below setup, please be sure the ESP is already integrated with Bluecore. If your SFMC is not already integrated with Bluecore, please contact your Customer Success Manager (CSM). Details here.
PRE-REQUISITES: CUSTOMER TO-DO
Marketers need to create a journey in SFMC with an entry source as an API Event. More details to create such a journey can be found here.
This will ensure that Marketers have the Event Definition Key handy with them which will be required to be set in the Bluecore Site Capture campaign while integrating the SFMC Journey
CAMPAIGN SETUP
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.
Select a previously configured Bluecore Site™ Capture campaign or Create a new Bluecore Site™ Capture campaign.
Navigate to the Message tab.
Then, navigate to the Template Settings and Rules.
Click ESP Integrations from the drop-down menu.
Select Salesforce Marketing Cloud
Select the checkbox in the option Enter user in a journey.
6. Enter the Event Definition Key extracted from SFMC Journey in the prerequisite steps.
7. Click Next to start the integration process. You should see an attribute mapping list to ensure that additional fields being tracked in the Site Capture can be synced to the Data Extension mapped to the API event in SFMC journey.
8. Within the Map Attribute section, you will see customer attributes being tracked in Bluecore Creative on the left side and attributes available in the DE in SFMC in the drop down. Please make the required mapping to ensure the correct value is being passed to the SFMC Journey in the Event call.
9. Click Add Journey once the mapping is complete.
10. The event definition name should successfully show in the Connect the Journey section.
11. The name of the journey should also show on the Summary tab of this campaign in Bluecore, under the ESP integration section.
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. Then, navigate to the Template Settings and Rules.
4. Click ESP Integrations from the drop-down menu.
5. Select Responsys from the ESP integrations drop-down menu.
6. 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.
7. 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.
8. 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.
9. Click Save & Continue in the lower right-hand corner.
10. Then, launch the campaign!