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Overview

  • Integration with Campaign Manager is via “Raise Campaign Events”

  • A Campaign must be created with the entire Customer base as the Audience

    • When the Campaign Event is raised, the record must exist within the Audience

  • The Campaign will:

    • Move everyone to a holding track

    • Have an Import Event Node set up

  • The DDE Rule will send an event into the Campaign, triggering some onward processing

  • If data is required to be passed from DDE to Campaign Manager, then this is achieved by setting up Campaign Variable and Parameters

Plugin Configuration

General

Within the General tab:

The following settings can be configured:

Setting

Description

Server Location

The Campaign Manager URL e.g. https://clientname.alterian.net

Token

The Campaign Manager static token. This can be obtained from the Alterian help desk

Selection Mode

If “Selection Mode” is ticked the “Campaign Id” (Campaign Document ID) and “Event Source Identifier” can be passed into the plugin via field values rather than static values:

Search String

If you want to search by a partial name of the campaign, provide the search string; otherwise leave blank. This will subsequently filter the “Choose a Campaign” list:

Choose a Campaign

After selecting the “Load” button the drop-down list will contain a list of campaigns filtered by the “Search String” (Above).

This assumes that the “Server Location” and “Token” details have been completed in order to connect to Campaign Manager.

Once a campaign is selected the “Campaign Id” field will be automatically populated

Campaign Id

The Campaign Document Id of the campaign. This Id will be automatically obtained if “Choose a Campaign” is used.

To manually obtain this Id from Campaign Manager, open document explorer:

  1. Select the required Campaign

  2. Within the preview window, the “ID” refers to the Campaign Document Id

Choose a Campaign Event Source

After selecting the “Load” button the drop-down list will contain a list of events filtered by the events in the specific Campaign Id (Above).

This assumes that the “Server Location”, “Token”, “Campaign Id” details have been completed in order to connect to Campaign Manager.

Once a Campaign Event Source is selected the “Event Source Identifier” field will be automatically populated.

Event Source Identifier

The Event Source Identifier of the event. This Id will be automatically obtained if “Choose a Campaign Event Source” is used.

To manually obtain this Id from Campaign Manager, open the required Campaign :

  1. Select the Events tab

  2. Within the event window, the tick “Sub-folder” and “Use Event Source” and the Event Source Identifier is the GUID

Buffer Size

Buffer Time

Event Data

Status-field name

Fields

Within the Fields tab:

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