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Pre-Onboarding Architecture Information
Pre-Onboarding Architecture Information

Learn about namespaces, product catalog structures, and email service providers.

Updated over a month ago

Architecture Overview

Whether you have chosen to integrate with Bluecore or are still deciding, this guide will help you navigate and understand the initial architecture decisions that need to be made with support and guidance from your Bluecore onboarding team.

Setting up Bluecore starts with a few decisions that will require technical, marketing, and your Bluecore account team’s alignment. It is important to assess the benefits and limitations as well as ensure all the technical requirements are met for each decision outlined below.

Namespace overview

A Namespace is a Bluecore environment that uses one primary currency, email domain, consistent products, and refers to a single website URL to ingest data.

Namespaces contain a website integration, customer lists and segments, product data and catalogs, and campaign templates.

Single v. multiple Namespaces

The Bluecore team will recommend whether you need to use one or multiple Namespaces based on the following factors:

Single Namespace

Multiple Namespaces

Need reporting for only one currency

Need reports for multiple currencies

Consistent product catalogs

Different product catalog IDs

Consistent product availability across geographic locations

Different product availability across geographic locations

Same website URL across geographic locations

Different websites across geographic locations

If you do need multiple Namespaces, they will all be linked together so that you can:

  • Access enhanced analytics for all Namespaces in one place

  • Have one central place for user management

  • Copy audiences, email templates, and widgets across Namespaces

Product catalog structure

The product catalog is the backbone of your Bluecore integration and determines how your marketing team uses product data in their campaigns and merchandising rules Your Bluecore team will recommend the model that’s best for you based on your catalog and merchandising strategy.

  • Product variants model (also known as SKU-level)

    • Most popular structure

    • Each version of the product, such as different size or color, is represented with its own unique SKU

  • Parent products model

    • Each product rolls up into one SKU, even if it has a different size or color

For both catalog structures, the website integration is required to continuously update dynamic product attributes, such as price or stock.

The product feed is highly recommended for both catalog structures.

Campaign support by catalog type

While Catalog structure informs your product-driven campaigns and how you can set them up. You can reference the table to see how campaigns are affected by your product catalog model.

Common Campaign

Product Variant

Parent Product

Back in stock

Yes, based on product attributes only, such as size or color

Yes, based on product only

Bestsellers

Yes, based on product attributes only, such as size or color

Yes, based on product only

Replenishment

Yes

No

Email service provider

If you plan to use Bluecore's Communicate product to send emails, you have two options: use Bluecore's email service provider (ESP) partner, SendGrid, or use an existing ESP like Salesforce Marketing Cloud or Responsys.

If you choose to use SendGrid, your Bluecore team will handle most of the setup, but your team will need to:

  • Update your DNS settings

  • Share IPs with your security team to add to their allow list

Campaign and audience data considerations

While not directly part of Bluecore’s architecture, how you choose to collect data and ingest into Bluecore plays a vital role in informing the structure and quality of your campaigns and audiences.

The following are required data ingestions that you can capture data in near real-time (NRT), through batch feeds, or a combination of both.

Email Eligibility

Email Eligibility determines who you can send email campaigns to, based on their status, which can be known, opt-in, or unsubscribed.

When Bluecore is your sole ESP, it is recommended to use the near real-time (NRT) options to collect both unsubscribes and opt-ins.

If you use other vendors with Bluecore as your ESP, you will collect email eligibility updates from other sources. In this case, we recommend capturing Bluecore updates through the NRT options and using batch feed updates from the other ESPs.

Customer Purchases

If you plan on using audience-driven campaigns like targeting customers who have made a purchase, collecting purchase information in NRT is most effective for having the most up-to-date information for audiences and to trigger campaigns.

Batches can then be used to submit supplemental data from other sources that can’t be captured in NRT.

Product Catalog

If you plan to use product-driven campaigns that rely on the availability of products, collecting data using NRT will keep your stock updated after customers make purchases.

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