How to use Skeepers to feed Adobe Campaign / Adobe Campaign Standard CRM? Fabrice
If you want to send engaging smart surveys to your Adobe Campaign contacts, enrich your contact records in real time with high value customer data or even empower your teams with actionable real time insights right from Adobe Campaign, you should connect your Adobe Campaign and Skeepers accounts together.
Find how by following those few steps.
To learn more about mapping, feel free to read our article: what is a mapping.
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I - Requirements
- In order to configure your mapping, you have to make sure your campaign is correctly set up.
- To design a precise and meaningful mapping, you should start by identifying what you want to map (i.e. which information you want to send to Adobe Campaign).
- In your survey, please identify your Attributes (and create some if you don't have any). You don't have to use Attributes, but most of the time, it allows you to easily exploit the identity of your respondents (and then link it to the correct Contact record in Adobe Campaign).
- As a best practice, we recommend to create an "email" Attribute to find corresponding email fields between your respondents and your Adobe Campaign contacts database.
- Also, add Tags in your questions to identify them easily once you will be creating the Mapping between Skeepers and Adobe Campaign.
As Adobe Campaign is not cloud based, we need to plan a technical intervention in order to connect Skeepers to Adobe Campaign.
II - Connect to Adobe Campaign
Then you need to connect Adobe Campaign to Skeepers.
Go to Settings in the side menu. Click on Available applications.
Then click on the + Integrate button of Adobe campaign.
You can now Connect to Adobe Campaign and enter your Adobe credentials.
Please notice we need to plan a technical intervention to connect Skeepers to Adobe Campaign.
III - Mapping
Once you are connected to Adobe Campaign, you can design your Mapping.
Click in the Mappings tab and then on the + Add new mapping button.
You can now set your Adobe campaign Mapping:
1/ Name it to easily remember it ("Cart Abandonment").
2/ In Distant App object, select the element you will feed inside Adobe Campaign. As an example, select "Contact" to add content in a field inside a Contact.
3/ The Identification field is really important to link a contact between Skeepers and Adobe Campaign. As an example, we choose to identify our customer thanks to his email address (which has to be the same in Skeepers and Adobe Campaign for the mapping to work).
4/ The Operation allows you to choose to either create a new entry on Adobe Campaign (Creation), update an existing entry by writing over an old one (Update), or even create an entry if the data does not exist yet and update if there is already existing data (Create or Update).
5/ You now have to fill the Mapping fields:
- Internal objects are the information to find in Skeepers (in this case, a question associated to a Tag named "Abandonment").
- External fields are the fields which will be modified in Adobe Campaign (in this case, a field called "Reason of non purchase" in your Contact sheet in Adobe Campaign).
- Transformation is used only in very specific cases. It allows you to modify the format of your data (example: change a phone number from +001943XXXXX to 943XXXXX).
Choose your internal object.
Then your External field.
Do not forget to save your modifications.
IV - Actions
Once your mapping is ready, you need to use it in an action inside your corresponding Campaign to make it work.
On the Actions tab of your Campaign, define your When and If conditions.
Check this article if necessary: what is an action.
Then select Feed an application as the Then action.
Select your mapping.
Do not forget to save your modifications.
All you need to do now is to deploy your Campaign and verify that everything works well in Adobe Campaign.
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In Actions, you also can Subscribe to a service. It allows you to automatically subscribe or unsubscribe someone to your newsletters.
The Subscribe to a service action is also compatible with Adobe Campaign Standard.
To do so, set up a new action. Then, choose "Subscribe to a service":
Configure the email directly in the field or get it through a question or an attribute. Then you only have to choose to subscribe or unsubscribe this email from the service.
Don't forget to Save your scenarios before to leave the page.
All you need to do now is to deploy your Campaign and verify that everything works well in Adobe Campaign.
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