Overview
Emarsys is a marketing automation platform that helps businesses create personalized marketing campaigns. When integrated with Zeotap, all your customer events can be processed in real-time, ensuring timely and relevant interactions. For example, Zeotap’s real-time integration with Emarsys allows you to target customers who abandon their cart. This integration records these customers in Emarsys during the abandonment process, enabling you to send immediate follow-up messages with incentives to complete their purchase.Supported Attributes
This section provides information about the attributes supported in the Zeotap CDP<>Emarsys integration:| Emarsys Field | Description |
|---|---|
| First Name | This is automatically mapped to First Name in the Zeotap Catalogue. You can edit the mapping as per your requirement. |
| Last Name | This is automatically mapped to Last Name in the Zeotap Catalogue. You can edit the mapping as per your requirement. |
| Annual Income | You need to map the relevant Catalogue field in the LHS. |
| Gender | You need to map the relevant Catalogue field in the LHS. |
| City | You need to map the relevant Catalogue field in the LHS. |
| Company | You need to map the relevant Catalogue field in the LHS. |
| Company Address | You need to map the relevant Catalogue field in the LHS. |
| Country | You need to map the relevant Catalogue field in the LHS. |
| Department | You need to map the relevant Catalogue field in the LHS. |
| Date of Birth | You need to map the relevant Catalogue field in the LHS. |
| Industry | You need to map the relevant Catalogue field in the LHS. |
| Job Position | You need to map the relevant Catalogue field in the LHS. |
| Office City | You need to map the relevant Catalogue field in the LHS. |
| Office Country | You need to map the relevant Catalogue field in the LHS. |
| Opt-in | You need to map the relevant Catalogue field in the LHS. Note that the acceptable values for this field are Yes/No or True/False. If you wish to send any other values, then contact your Zeotap POC. |
Prerequisites
Ensure you complete the following prerequisites in the Emarsys Platform before proceeding with this integration in (Journeys) Zeotap CDP:1. Create an External Event in Emarsys and copy the Event ID
2. Create an Interaction Program (Automation Program) using the Event ID
3. Obtain the Key ID in Emarsys
4. Obtain User Name and Secret in Emarsys
1. Create an External Event in Emarsys and copy the Event ID
External Events are triggers that allow you to respond to custom API events performed by your customers such as Cart Abandoned, Order Confirmation, Subscription Renewal and so on. That means, when a customer performs an action that matches these custom API events, the External Event triggers a response from the system based on the automation configured. Perform the following steps to create an External Event in Emarsys and obtain the Event ID associated it:Log into your Emarsys account and navigate to Management > External Events.
In the window that appears, provide a Name for the external event and click Create. Ensure to provide the same name that you have provided for External Event Name as the Workflow Title while creating workflows in Journeys (Zeotap CDP). This helps you to identify your segments easily.
The created event gets listed in the External Events page as shown below. Copy the External Event ID available****against the external event that you created. This is the Event ID that needs to be provided while creating the Interaction Program in the next step. Note that this Event ID is also used as an input while activating the Destination in Journeys (Zeotap CDP).
2. Create an Interaction Program (Automation Program) in Emarsys
Interaction Programs in Emarsys are real-time responses to customer events and actions. They enable automated journeys that adapt to customer activities, allowing you to send timely, relevant, and personalised messages.Note:Ensure to procure the Interactions Program add-on in Emarsys to use this integration.
- Sending delivery status updates, such as “Delivery Successful” or “Your Order Has Been Shipped”.
- Preventing browse abandonment by targeting contacts who have visited product pages multiple times without adding items to their cart. For these contacts, show a free shipping Web Channel campaign while they are online.
Log into your Emarsys account and navigate to Automation > Automation Programs.
In the new screen that appears, double-click the External Event trigger node. This acts has the entry point for your journey in Emarsys.
In the new window that appears, perform the following steps:a. Under Trigger Event, choose the External Event that you want to use as the trigger event for your Automation Program.
Note:Ensure that the the contact information of your target customers exist in Emarsys under Contacts.Without this, the External Event cannot be triggered and the automation program will fail. Learn more
You can configure the journey for the automation program based on your use cases as shown below. In the below example, the “Cart Abandoned” External Event acts as a trigger, sending the details of customers who abandoned their cart to the next node in the workflow, that is, the “Send SMS” node. It then sends follow-up messages to these customers with incentives to complete their purchase. Note that you need to create the SMS campaign prior to using it in the automation program.
Note:You can create Contact Lists and update them as a part of your automation program. However, that adds a certain delay to your real-time journeys.
3. Obtain the Field ID/Key ID in Emarsys
Next, you need to obtain the Field ID/Key ID of your main identifier. For example, the Key ID for ‘Email’ is ‘3’. The Field ID in Emarsys serves as a unique identifier for each contact data field. It ensures accurate data mapping and synchronisation between Emarsys and Zeotap CDP. Emarsys accounts include approximately 50 standard fields for storing contact data, known as system fields. In addition to these, you can create custom fields tailored to your needs. You can use this Field ID as the Key ID value while creating a Destination in Journeys within Zeotap CDP.Note:If you want to use a Custom ID, then you must create a custom field in Emarsys and use the corresponding Field ID while creating the destination in Zeotap CDP. Ensure that the custom ID is activated through the Emarsys Support Team .
Log into your Emarsys account and navigate to Management > Field Editor.
In the Field Generatorscreen that appears, provide the following details:a. Enter Name for your identifier.b. Provide a String ID for your identifier.c. Choose the Type of your identifier and click Create. Learn more
The created identifier gets listed in the Field Editor page as shown below. You can copy the Field ID against your main identifier and provide it in the Key ID field while adding a new Destination in Zeotap CDP.
4. Obtain the User name (API ID) and Secret in Emarsys
In Emarsys, the **User name (API ID)**and Secret details are used to authenticate the API calls and gain access to certain features or functionalities on the Emarsys platform. Perform the following steps to obtain your User name (ID in Emarsys) and the Client Secret from the Emarsys console:Log into your Emarsys account and navigate to Management > Security Settings > API as shown in the image below.
In the window that appears, under Create API Credentials, choose your preferred API authentication method. Currently only WSSEauthentication is supported. We will be releasing an enhancement to support Open ID Connect soon..a. WSSE (Web Services Security Extensions)–By selecting the WSSE option, you create API credentials that use WSSE authentication over SSL for secure communication. This method requires adding a custom 
X-WSSE header to each request. Learn moreIn the new screen that appears, enter the Password associated with your Emarsys account and complete the API credentials creation process.
Upon successfully creating the API credentials, you can find the ID (User name in Zeotap CDP) and Client Secret details under the API Credentialssection as shown below. Note that the secret is only available until you stay on this page. You will not be able to copy it after navigating away from this page.
Here, you need to enable the following permissions for the user:a. Under contact, a list of permissions as shown in the image below appears, wherein, you need to enable contact.update and contact.create. The contact.delete permission must be enabled to use the Delete contacts action.
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- contactlist.contact.add
- contactlist.contact.delete
- contactlist.create
- externalevent.create
- externalevent.trigger
Destination Setup in Journeys (Zeotap CDP)
After configuring and obtaining the required fields from the Emarsys platform, you can create a workflow in Journeys (Zeotap CDP). Apply filters or add conditions for your users in Journeys, then activate them in Emarsys by clicking Send to Destinations at the node level, as shown in the image below. A new window appears where you can set up your destination. You can either select an existing destination from the list of available Destinations or create a new one by clicking + Add New Destination.
Add New Destination
Perform the following steps to add a new destination:Enter the User name of the account to which Zeotap sends data. For information about how to obtain this from Emarsys, refer here.
Enter Secret Key obtained from your Emarsys account. For information about how to obtain this from Emarsys, refer here.
Enter Key ID. For information about how to obtain this from Emarsys, refer here.
In the mapping screen that appears, there would be two dropdown options available under Choose your Action.a) Select Send triggered event (Journeys) as the action for sending data from the workflow created in Journeys. Under Map the Fields, a list of identifiers and attributes are populated. You can map the appropriate Catalogue fields to the Destination fields to send to Destinations. For any assistance with the mapping, reach out to your Zeotap POC.
Activate the Destination on Journeys
After creating a destination, next, you need to link it in the Send to Destination node within the workflow, as explained below.
Under the Destination Details tab, the User Name, Secret Key and Key Id fields are automatically populated based on the value that you had entered while creating the destination. However, you need to enter the External Event ID obtained from Emarsys, which is used as a trigger point in Emarsys.
The linked Destinations appear in the Send to Destinations node within the workflow as shown below. Further, you can then build and customise your workflow as needed by clicking ’+’ . Note that you must enter a name for your workflow in the provided text box to save it.
After adding conditions and filters for users, choose one of the following options:a. Save Draft: Enables you to revisit and edit the workflow before publishing.b. Next: Re-entry Condition: Determines whether a user can re-enter the same workflow.