Marketing Cloud Connector

Accengage allows you to exchange data between your Salesforce environement and the Accengage Database.

Thanks to the Accengage Mobile CRM Connector!

Once installed, the connector will enable several type of data synchronizations and triggers between Accengage and Marketing Cloud.

The features are divided in two sections:

Integrations

From Marketing Cloud to Accengage

Import audiences into Accengage

You can import static list in Accengage database by following the steps below:

1- Choose entities
  • Name your integration (your static list name)
  • Select the Accengage app Choose within the apps declared on the connector
  • Select the source and destination entities In order to feed Accengage with an audience from Marketing Cloud, please choose Marketing Cloud as "Source" and Accengage as "Destination".
  • Choose the Accengage entity In order to feed a static list, you need to choose "Lists".
  • Select the Accengage static list Choose within the existing static lists for the selected Accengage app.
  • Select the Marketing Cloud entity You can choose between your Data Extensions and your lists the entity to match with in Marketing Cloud. - -
  • Specify the expiry date (optional) Here you need to define the time before the user will be removed from the static list. You have two options:
  • Automatically remove the user after X hours: the expiry date will be dynamically generated to be X hours after the user is added in the list.
  • Define a static date: The expiry date and time will be the same for all the users you will sync


2- Map fields

You can map the data for your Marketing Cloud entity Source.

The mandatory mapping is the matching key defined for the application.

If your Accengage static list has personalization fields, you can also map them with fields of your source.


3- Schedule sync

If you will have a recurring use of your static list, you can activate the "Enable scheduled sync" option.

  • Choose the start date of your recurring sync. Note that submitting the integration will generate a first sync. End date is optional
  • Schedule options:

    • Daily: once a day. The time defined is in CET (Central European Time)
    • Daily (Multiple): several times by day. Choose the frequency in hours. Ie: Every 5 hours
    • Weekly: once a week. Select a day in the week and the time.

Update device profiles in Accengage

You can update device profiles in the Accengage database by following the steps below:

1- Choose entities
  • Name your integration
  • Select the Accengage app Choose within the apps declared on the connector. - -
  • Select the source and destination entities In order to update device profiles based on Marketing Cloud information, please choose Marketing Cloud as "Source" and Accengage as "Destination".
  • Choose the Accengage entity In order to update the device profiles, you need to choose "Devices"
  • Select the Marketing Cloud entity You can choose between your Data Extensions and your list the entity to match with in Marketing Cloud.


2- Map fields

You can map the data for your Marketing Cloud entity Source.

The mandatory mapping is the matching key defined for the application.

It will be the first in line of the Accengage fields.

You only need to map the fields you want to update in the Accengage device database.

Please make sure the field type on Accengage matches the format of values you will send.


3- Schedule sync

If you want to sync the update device integration on a regular basis, you can activate the "Enable scheduled sync" option.

  • Choose the start date of your recurring sync.
    Note that submitting the integration will generate a first sync.
    End date is optional
  • Schedule options:

    • Daily: once a day. The time defined is in CET (Central European Time).
    • Daily (Multiple): several times by day. Choose the frequency in hours. Ie: Every 5 hours.
    • Weekly: once a week. Select a day in the week and the time.

From Accengage to Marketing Cloud

Export messages reactions in Marketing Cloud

You can export messages reactions from Accengage database to Marketing Cloud by following the steps below:

1- Choose entities
  • Name your integration
  • Select the Accengage app
    Choose within the apps declared on the connector
  • Select the source and destination entities
    In order to feed Accengage with an audience from Marketing Cloud, please choose Marketing Cloud as "Source" and Accengage as "Destination".
  • Choose the Accengage entity Select "Message reactions" in order to export the Accengage data in Marketing Cloud.
  • Enter the Accengage message Id for which you want to export the reactions
  • The Marketing Cloud entity can only be a Data Extension


2- Map fields

No mapping needed here. The integration will generate a new Data Extension named: AccmessageReactions\{messageID}

The structure of the Data Extension will be the following:

  • CustomId: This is the primary key of the table

    • if the message is sent through the Journey Builder, this will be the sending instance
    • if the message is sent through Accengage, it will be the UDID
  • UDID: device Id
  • sendDate: send date & time of the message
  • optin: [True;False] Last known system optin status of the device. If "False", the device probably did not receive the notification
  • feedback: [True;False] Did the OS return a feedback/bounce, meaning that the token was no longer valid (in most cases it means uninstall)
  • reaction: if applying, the label of the action on which the reaction was done
  • reactionDate: date & time of the reaction, only if there was a CTA (Click To Action)
3- Schedule sync

If you will have a recurring sync of your messages reactions, you can activate the "Enable scheduled sync" option.

  • Choose the start date of your recurring sync.
    Note that submitting the integration will generate a first sync.
    End date is optional
  • Schedule options:

    • Daily: once a day. The time defined is in CET (Central European Time).
    • Daily (Multiple): Several times by day. Choose the frequency in hours.
      Ie: Every 5 hours.
    • Weekly: Once a week. Select a day in the week and the time.


Export Accengage devices in Marketing Cloud

You can export Accengage devices from Accengage database to Marketing Cloud by following the steps below:

1- Choose entities
  • Name your integration
  • Select the Accengage app Choose within the apps declared on the connector
  • Choose the Accengage entity Select "Devices" in order to export the Accengage device informations in Marketing Cloud.
  • Select the source and destination entities In order to feed Marketing Cloud with the Device informations from Accengage, please choose Accengage as "Source" and Marketing Cloud as "Destination".
  • The Marketing Cloud entity You can choose between a list or a Data Extension:

    • List: you can choose within the existing lists
    • Data Extension:
    • You can choose to generate a New Data Extension with all the fields of the Accengage Database
    • Or you have the possibility to map the fields of an existing Data Extension with the Accengage Database scheme.


2- Map fields

If you selected the mapping with an existing list or DataExtension, you need to map the fields of the destination table and the fields of the Accengage Database.

At least the matching key is mandatory.


3- Schedule sync

If you will have a recurring sync of your messages reactions, you can activate the "Enable scheduled sync" option.

  • Choose the start date of your recurring sync.
    Note that submitting the integration will generate a first sync.
    End date is optional.
  • Schedule options:

    • Daily: once a day. The time defined is in CET (Central European Time).
    • Weekly: once a week. Select a day in the week and the time.

Activities

Accengage connector

Create an activity in Marketing Cloud

  • Go to "Activities" page and click New Activity button
  • Set a name for the activity
  • Choose the Data Extension
    Please make sure that the data extension chosen here is same as the data extension chosen in Marketing Cloud Journey builder audience entry source. - -
  • Reception and reaction mapping
    Map the data extension fields for syncing the reception and reaction status and also map the UDID field used for identifying the data extension record.


Configure push messages

  • Click "Add message" link to add new push message for the activity
  • Configure the app and push message You can search the push messages by Label / External ID
  • Click on Next and map the personalization fields (if any)
  • Click on Done and match the key field mapping
    Map a field in data extension with the app matching key field which will be used for sending push message.
  • Repeat those steps to add more messages to the activity.


Journey builder

Create an attribute group in marketing cloud

To access the values of the data extension in the journey custom activity it should be linked to a contact attribute group in Marketing Cloud.

  • Click "Audience Builder", then "Contact Builder" on Marketing Cloud Dashboard
  • Click Create Attribute Group
  • Link the data extension that is to be used in journey / activity to create the attribute group.
  • Make sure data extension should relates to subscriber on Subscriber Key.
  • Make sure that data extension should be sendable (data extension properties).


Create a journey with activity

  • Click on Journey Builder
  • Click on Create new journey (from scratch or template if any)
  • Select a Data Extension as entry source.
    The data extension chosen as journey entry source must be same as the data extension in the configured Accengage Connector activity.
  • Drag and drop the Accengage push message custom activity into the journey.
  • Configure the activity created in Accengage connector.
    Select the needed activity for your journey by editing the Accengage activity


Creation a decision split

1- Create a decision split

Create a decision split activity with minimum wait of 3 hours (time needed for syncing the reaction status).

This activity is used to perform action based on the reaction status of the push message sent in the previous step.

  • Drag and drop the decision split element
  • Click on the decision split
  • Edit the decision split and click on Expression filter


2- Configure a decision split
  • Click on "Create Filter Expression" link in the path 1
  • Select "Journey Data" and then the entry source data extension
  • Drag and drop the field(s) to the filter criteria.
    It could be Target Exists / Feedback / Reaction
  • Set the filter as "field equal true/false" and click "Done" and "Next"
  • Give name for path 1 and 2 and click "Done".


3- Complete a decision split
  • Configure with any activities or flow for two outcomes of the reaction split activity that was created above
  • Set the name of the journey, schedule time and the contact entry in the settings and click "Activate".

Upon activation the configured push message will be sent to the devices (Data Extension records) entered in the Accengage custom activity and the Accengage Connector will start syncing the reception and reaction status from Accengage to Marketing Cloud Data Extension after 20 minutes of first push message sent and repeat every 5 mins, 10 mins, 15 mins.. till 3 hours after the last push message sent.

Then after 3 hours the sources (records) will be entered into the decision split activity and decision is made based on the value in the reaction field in the Data Extension.