Dotdigital

Overview

Dotdigital provides multichannel marketing and automation solutions including managed campaigns, email design and build, and other related services.

Integrating Lytics with Dotdigital's Engagement Cloud allows you to use Lytics' powerful identity resolution and audience insights to power Dotdigital's multichannel campaigns.

Authorization

If you haven't already done so, you will need to setup a Dotdigital Engagement Cloud account before you begin the process described below. You can create a trial account to test it out. You will also need to create an API user to connect Lytics to your Dotdigital Engagement Cloud. Instructions can be found in Dotdigital's API documentation.

If you are new to creating authorizations in Lytics, see the Authorizations Dashboard documentation for more information.

  1. Select Dotdigital from the list of providers.
  2. Select the Dotdigital method for authorization.
  3. Enter a Label to identify your authorization.
  4. (Optional) Enter a Description for further context on your authorization.
  5. Enter your API Username.
  6. Enter your API Password.
  7. Click Save Authorization.

Dotdigital Auth Config

Import Contacts & Activity

By importing your Dotdigital contacts and their activity into Lytics, you'll be able to apply Lytics powerful insights to your email and multichannel campaigns.

Integration Details

  • Implementation Type: Server-side Integration.
  • Implementation Technique: REST API Integration - Audience Trigger Integration.
  • Frequency: Batch Integration.
  • Resulting data: User Profiles, User Fields, Metrics.

This integration uses the Dotdigital APIs to import user data. Once the import is started the job will:

  1. Request all address books in the Dotdigital account.
  2. Iterate through the address books and for each:
    1. Get all subscribed contacts in that address book since the last import.
    2. Get all unsubscribed contacts from that address book since the last import.
  3. Get all suppressed contacts from the account since the last import.
  4. Get all campaigns with activity since the last import.
  5. Iterate through the campaigns and for each:
    1. If we haven't received send information on the campaign before, get the campaign's activity.
    2. Get campaign's open activity since last import.
    3. Get campaign's click activity since last import.
    4. Get campaign's bounces and unsubscribes since last import.
  6. Schedule next import.

Data will be imported to the dotmailer_contacts and dotmailer_activity streams.

Fields

The following fields are included in the default mapping of the dotmailer_contacts stream:

NOTE: Dotmailer rebranded to Dotdigital in January 2019. Due to backwards compatiblity issues old field and stream names still use dotmailer.

Source FieldLytics User FieldDescriptionType
BIRTHDAYbirthdateBirthdatedate
FIRSTNAMEfirst_nameFirst Namestring
GENDERgenderGenderstring
LASTNAMElast_nameLast Namestring
address_booksdm_address_booksDotmailer address-book membership[]string
email(email)email unique idEmail Addressstring
emailTypedm_email_typeDotmailer Email Typestring
emaildomain(email)email_domainEmail Domainstring
epochms()dm_addressbook_status_tsDate of Last Addressbook Status Updatedate
iddm_contact_id unique idDotmailer Contact IDstring
map(join(account\_id, address\_book\_id, "_"), address_book_status)dm_addressbook_statusStatus by Dotmailer Addressbook IDmap[string]string
optInTypedm_opt_in_typeDotmailer Opt-In Typestring
set(account_id)dm_account_idsDotmailer Account IDs[]string
statusdm_statusDotmailer Statusstring
unsubscribed_address_booksdm_unsubscribed_address_booksDotmailer unsubscribed address-books[]string

The following fields are included in the default mapping of the dotmailer_activity stream:

Source FieldConditionalLytics User FieldDescriptionType
contactIddm_contact_id unique idDotmailer Contact IDstring
count(event)IF eq(event, "click")dm_clickctDotmailer Click Countint
count(event)IF eq(hardBounced, "true")dm_hardbounce_ctDotmailer Hard Bounce Countint
count(event)IF eq(event, "open")dm_openctDotmailer Open Countint
count(event)IF eq(event, "sent")dm_sendctDotmailer Send Countint
count(event)IF eq(softBounced, "true")dm_softbounce_ctDotmailer Soft Bounce Countint
email(email)email unique idEmail Addressstring
emaildomain(email)email_domainEmail Domainstring
epochms()IF eq(event, "sent")dm_send_tsDotmailer Last Send Timedate
ipAddressip_addressIP Addressstring
mailClientmail_clientMail Clientstring
mailClientVersionmail_client_versionMail Client Versionstring
max(epochms())IF eq(hardBounced, "true")dm_last_hardbounce_tsDotmailer Last Hard Bouncedate
max(epochms())IF eq(softBounced, "true")dm_last_softbounce_tsDotmailer Last Soft Bouncedate
max(epochms())IF eq(event, "click")dm_lastclick_tsDotmailer Last Clickdate
max(epochms())IF eq(event, "open")dm_lastopen_tsDotmailer Last Opendate
max(epochms())IF eq(unsubscribed, "true")dm_unsub_tsDotmailer Unsubscribe Datedate
max(epochms())IF eq(event, "open")last_active_tsLast Activedate
min(epochms())IF eq(hardBounced, "true")dm_first_hardbounce_tsDotmailer First Hard Bouncedate
min(epochms())IF eq(softBounced, "true")dm_first_softbounce_tsDotmailer First Soft Bouncedate
min(epochms())IF eq(event, "click")dm_firstclick_tsDotmailer First Clickdate
min(epochms())IF eq(event, "open")dm_firstopen_tsDotmailer First Opendate
set(campaign_id)dm_campaign_idsDotmailer Campaign IDs[]string
set(campaign_name)dm_campaign_namesDotmailer Campaigns[]string
set(campaign_name)IF eq(event, "click")dm_campaigns_clickedDotmailer Campaigns Clicked[]string
set(campaign_name)IF eq(event, "open")dm_campaigns_opendedDotmailer Campaigns Opened[]string
set(campaign_name)IF eq(event, "sent")dm_campaigns_sentDotmailer Campaigns Recieved[]string
set(keyword)dm_keywordDotmailer Email Keyword[]string
urldm_email_urlDotmailer URLstring
valuect(event)dm_email_eventDotmailer Email Eventsmap[string]intsum
valuect(hash(urlmain(url)))IF eq(event, "click")hashedurlsHashed Urls Visitedmap[string]intsum
valuect(hourofday())IF eq(event, "open")dm_hourlyopenDotmailer Hourly Eventsmap[string]intsum
valuect(hourofweek())IF eq(event, "open")dm_hourofweekDotmailer Hour of Week Eventsmap[string]intsum
valuect(yymm())IF eq(event, "open")dm_monthlyDotmailer Opens By Monthmap[string]intsum

Configuration

Follow these steps to set up an import of contacts and activity job for Dotdigital. If you are new to creating jobs in Lytics, see the Jobs Dashboard documentation for more information.

  1. Select Dotdigital from the list of providers.
  2. Select the Import Audiences and Activity Data from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. Enter a Label to identify this job you are creating in Lytics.
  5. (Optional) Enter a Description for further context on your job.
  6. Select Keep Updated to continuously import audiences and activity data.
  7. (Optional) Toggle Show Advanced Options.
    1. Select Email Field to configure the field that contains the contact's email.
    2. Select Address Book Status Field to configure the field that contains the address book status. This is used to mark users that have unsubscribed from the account as unsubscribed from their address books. This field must be a map[string]string in the format of [accountID]_[addressBookId]:[status].
    3. Select Fields to Import to configure the fields to import for each contact from dotdigital.
    4. Enter Work Tracking Slug to track the work. This should be a unique value.
    5. Enter Activity Backfill Start Date to pull in a set of activity by date. This is set in conjunction with Activity Backfill End Date. If this is left empty, a default of 90 days of activity data will be imported. If this is set, the import will only pull in activity data; no contacts will be imported
    6. Enter Activity Backfill End Date to pull in a set of activity by date. This is set in conjunction with Activity Backfill Start Date.
  8. Click Start Import.
    Dotdigital Import Configuration

Export Contacts

Export Lytics audiences to a Dotdigital Engagement Cloud address book, which can then be used for campaigns using any of Dotdigital's supported channels.

Integration Details

  • Implementation Type: Server-side Integration.
  • Implementation Technique: REST API Integration.
  • Frequency: Real-time Integration.
  • Resulting data: Metrics, Dotdigital contacts.

This integration utilizes the Dotdigital APIs to send user data. Once the export is started the job will:

  1. Request the Dotdigital account information.
  2. Get all address books in the account.
  3. Verify the selected address book exists, or create a new address book if configured to do so.
  4. For each user entering the Lytics audience, or existing member of the audience, (depending on Trigger Join Actions setting) either:
  5. If the user is unsubscribed, try to resubscribe them to the address book, or resubscribe with no challenge, if configured to resubscribe.
  6. For each user exiting the Lytics audience, one of three actions can be selected:
  7. Update the user's Dotdigital status via the dotmailer_export_status stream if Sync Status is selected.

Fields

The following fields are included in the default mapping of the dotmailer_export_status stream:

NOTE: Dotmailer rebranded to Dotdigital in January 2019. Due to backwards compatiblity issues old field and stream names still use dotmailer.

Source FieldLytics User FieldDescriptionType
emailemail unique idEmailstring
account_id, account_statusdm_account_statusStatus by Dotmailer Account IDmap[string]string
account_id, address_book_id, address_book_statusdm_addressbook_statusStatus by Dotmailer Addressbook IDmap[string]string
epochms()dm_addressbook_status_tsDate of Last Dotmailer Addressbook Status Updatedate

Configuration

Follow these steps to set up an export of contacts for Dotdigital. If you are new to creating jobs in Lytics, see the Destinations documentation for more information.

  1. Select Dotdigital from the list of providers.
  2. Select the Export Audiences from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. Enter a Label to identify this job you are creating in Lytics.
  5. (Optional) Enter a Description for further context on your job.
  6. Select the audience to export.
  7. Select the Exisiting Address Book to configure the address book to add contacts to. If you want to create a new address book, enter the name in the New Address Book Name field.
  8. Enter New Address Book Name to create a new address book in dotdigital. If left blank, a new address book name will be created by default following this format: Lytics+audience name. A new address book will only be created if the Exisiting Address Book is not configured.
  9. Select the Email Field that contains the contact's email.
  10. Select the ID Field that contains the contact's dotdigital ID. This may be a map field if importing users from multiple accounts.
  11. Select One Time to do a one time export of the audience.
  12. (Optional) Toggle Show Advanced Options.
    1. Select the Address Book Status Field to configure the field that contains the address book status. This will also sync address book status in Lytics. Any address books with a status of 'syncing' will be added to dotdigital. This will ignore both the New Address Book Name and the Existing Address Book' fields.
    2. Select the Opt-in Type for the contacts that will be created. See Dotdigital's documentation for details.
    3. Select the Email Type of emails these contacts can receive.
    4. Select the Map Fields to map all the fields from Lytics to dotdigital by selecting the Lytics field on the left, and its dotdigital destination on the right. NOTE: non-scalar fields such as arrays and maps are not supported by Dotdigital.
    5. Select the Exit Action to configure the action to take when an entity exits the segment. Note: unsubscribing will significantly increase API usage.
    6. Select Trigger Join Actions for contacts to trigger join actions when added to the address book. Note: this will significantly increase API usage.
    7. Select Resubscribe for contacts to be resubscribed to address books. Address-book level resubscribes are only supported for exports triggering join actions. Bulk exports will only resubscribe contacts if they have been suppressed at the account level.
    8. Select Resubscribe With No Challenge for contacts to be resubscribed to address books without triggering a confirmation email. Address-book level resubscribes are only supported for exports triggering join actions. Bulk exports will only resubscribe contacts if they have been suppressed at the account level.
    9. Select Sync Status for the contact's address book status to be updated in Lytics.
    10. Select Disable Deduplication to disable deduplication of events.
    11. Select the Content Collection to include recommendations from Lytics. If not selected, no recommendations are sent to dotdigital.
    12. Select the Map Recommendation Fields to map all the recommender fields from Lytics to dotdigital by selecting the Lytics field on the left, and its dotdigital destination on the right. NOTE: Complex fields such as arrays and maps are not supported by dotdigital.
    13. Enter a Work Tracking Slug to track the work. This slug should be a unique value.
  13. Click Start Job.

Dotdigital export contacts workflow config

Export Multiple Audiences

Export multiple Lytics audiences to existing Dotdigital address books, which can then be used for campaigns using any of Dotdigital's supported channels.

Integration Details

  • Implementation Type: Server-side Integration.
  • Implementation Technique: REST API Integration.
  • Frequency: Batch Integration, Real-time Integration.
  • Resulting data: Contacts, User Fields.

This integration utilizes the Dotdigital APIs to send user data. Once the export is started the job will:

  1. Request the Dotdigital account information.
  2. Get all address books in the account.
  3. Verify the selected address book exists, or create a new address book if configured to do so.
  4. For each user entering the Lytics audience, or existing member of the audience, (depending on Trigger Join Actions setting) either:
  5. If the user is unsubscribed, try to resubscribe them to the address book, or resubscribe with no challenge, if configured to resubscribe.
  6. For each user exiting the Lytics audience, one of three actions can be selected:
  7. Update the user's Dotdigital status via the dotmailer_export_status stream if Sync Status is selected.

Fields

The following fields are included in the default mapping of the dotmailer_export_status stream:

Source FieldLytics User FieldDescriptionType
emailemail unique idEmailstring
account_id, account_statusdm_account_statusStatus by Dotmailer Account IDmap[string]string
account_id, address_book_id, address_book_statusdm_addressbook_statusStatus by Dotmailer Addressbook IDmap[string]string
epochms()dm_addressbook_status_tsDate of Last Dotmailer Addressbook Status Updatedate

Configuration

Follow these steps to set up an export of contacts in multiple segments job for dotdigital. If you are new to creating jobs in Lytics, see the Destinations documentation for more information.

NOTE: Dotmailer rebranded to Dotdigital in January 2019. Due to backwards compatiblity issues old field and stream names still use dotmailer.

  1. Select Dotdigital from the list of providers.
  2. Select the Export Multiple Audiences job type from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. Enter a Label to identify this job you are creating in Lytics.
  5. (Optional) Enter a Description for further context on your job.
  6. Select the Audience to export.
  7. Select Map Audiences to map all the fields from Lytics to Dotdigital by selecting the Lytics field on the left, and its Dotdigital destination on the right. NOTE: Non-scalar fields such as arrays and maps are not supported by Dotdigital.
  8. Select the Email Field to configure the field that contains the contact's email.
  9. Select the ID Field to configure the field that contains the contact's Dotdigital ID. This may be a map field if importing users from multiple accounts.
  10. Select One Time to perform a one time export of the selected audiences.
  11. Select Content Collection to to include recommendations from Lytics. If not selected, no recommendations are sent to Dotdigital.
  12. (Optional) Toggle Show Advanced Options (if applicable).
    1. Select Trigger Join Actions for contacts to trigger actions when added to the address book. Note: this will significantly increase API usage.
    2. Select Resubscribe for contacts to be resubscribed to address books. Address-book level resubscribes are only supported for exports triggering join actions. Bulk exports will only resubscribe contacts if they have been suppressed at the account level.
    3. Select Resubscribe With No Challenge for contacts to be resubscribed to address books without triggering a confirmation email. Address-book level resubscribes are only supported for exports triggering join actions. Bulk exports will only resubscribe contacts if they have been suppressed at the account level.\
    4. Select Sync Status for contact's address book status to be updated in Lytics.
    5. Select Map Recommendation Fields to map all the recommender fields from Lytics to Dotdigital by selecting the Lytics field on the left, and its Dotdigital destination on the right. NOTE: Complex fields such as sets and maps are not supported by Dotdigital. This field is required if a Content Collection is set.
    6. Enter Work Tracking Slug to track the work. This slug should be a unique value.
  13. Click Start Export.

Dotdigital Export Multi Segment Workflow

Export Modified Contacts

Use the Export Modified Contacts job type to keep your contacts' data fields up to date in Dotdigital.

Integration Details

  • Implementation Type: Server-side Integration.
  • Implementation Technique: REST API Integration.
  • Frequency: Batch Integration.
  • Resulting data: Contacts, User Fields.

This integration utilizes the Dotdigital APIs to send user data. Once the export is started the job will:

  1. Scan user profiles in the selected audience.
  2. Convert user profiles to Dotdigital contacts.
  3. Upload batches of contacts (up to 5000 contacts per batch) to Dotdigital.
  4. Sleep until the next scheduled export.

Fields

The following fields are included in the default mapping of the dotmailer_export_status stream:

NOTE: Dotmailer rebranded to Dotdigital in January 2019. Due to backwards compatiblity issues old field and stream names still use dotmailer.

Source FieldLytics User FieldDescriptionType
emailemail unique idEmailstring
account_id, account_statusdm_account_statusStatus by Dotmailer Account IDmap[string]string
account_id, address_book_id, address_book_statusdm_addressbook_statusStatus by Dotmailer Addressbook IDmap[string]string
epochms()dm_addressbook_status_tsDate of Last Dotmailer Addressbook Status Updatedate

Configuration

Follow these steps to set up an export of modified contacts job for Dotdigital. If you are new to creating jobs in Lytics, see the Destinations documentation for more information.

  1. Select Dotdigital from the list of providers.
  2. Select the Export Modified Contacts job type from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. Enter a Label to identify this job you are creating in Lytics.
  5. (Optional) Enter a Description for further context on your job.
  6. Select the audience to export.
  7. Select the Email Field that contains the contact's email.
  8. Select the ID Field that contains the contact's Dotdigital ID.
  9. Select the Modified Field that contains the last modified time.
  10. Select the Content Collection to include recommendations from Lytics. If not selected, no recommendations are sent to Dotdigital.
  11. (Optional) Toggle Show Advanced Options.
    1. Select the Opt-in Type to configure the opt-in type for the contacts that will be created. See Dotdigital's documentation for details.
    2. Select the Email Type to configure the type of emails these contacts can receive.
    3. Select the Map Fields to map all the fields from Lytics to Dotdigital by selecting the Lytics field on the left, and its Dotdigital destination on the right. NOTE: Non scalar fields such as arrays and maps are not supported by Dotdigital.
    4. Select the Map Recommendation Fields to map all the recommender fields from Lytics to Dotdigital by selecting the Lytics field on the left, and its Dotdigital destination on the right. NOTE: Complex fields such as sets and maps are not supported by Dotdigital. This field is required if a Content Collection is set.
    5. Select Keep Updated to run this export continuously.
    6. Select the File Export Frequency to configure how often a continuous export should export a new file. The default is daily.
    7. Select the Time of Day to configure what time of day a daily, weekly, or monthly export should export. The default is midnight.
    8. Select the Timezone to configure the timezone for the Time of Day.
    9. Enter a Work Tracking Slug to track the work. This slug should be a unique value.
  12. Click Start Export.

Dotdigital Export Modified Contacts Workflow

Remove Contacts

Remove or unsubscribe users that enter the configured audience in your Dotdigital account. Optionally you can resubscribe users when they exit the audience, which can be useful for building an audience that has opted out of communications.

Integration Details

  • Implementation Type: Server-side Integration
  • Implementation Technique: REST API Integration -
    Audience Trigger Integration.
  • Frequency: Real-time Integration.

This integration utilizes the Dotdigital APIs to send user data. Once the export is started the job will:

  1. Request the Dotdigital account information.

  2. For each user entering the Lytics audience, one of three actions can be selected:

  3. For each user exiting the Lytics audience:

  4. Update the user's Dotdigital status via the dotmailer_export_status stream if Sync Status is selected.

Fields

The following fields are included in the default mapping of the dotmailer_export_status stream:

NOTE: Dotmailer rebranded to Dotdigital in January 2019. Due to backwards compatiblity issues old field and stream names still use dotmailer.

Source FieldLytics User FieldDescriptionType
emailemail unique idEmailstring
map(account_id, account_status)dm_account_statusStatus by Dotmailer Account IDmap[string]string
map(join(account_id, address_book_id), address_book_statusdm_addressbook_statusStatus by Dotmailer Addressbook IDmap[string]string
epochms()dm_addressbook_status_tsDate of Last Dotmailer Addressbook Status Updatedate

Configuration

Follow these steps to set up an export Remove Contacts job for dotdigital. If you are new to creating jobs in Lytics, see the Destinations documentation for more information.

  1. Select Dotdigital from the list of providers.
  2. Select the Remove Contacts job type from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. Enter a Label to identify this job you are creating in Lytics.
  5. (Optional) Enter a Description for further context on your job.
  6. Select the audience to export (if applicable).
  7. Select the Email Field that contains the contact's email.
  8. Select the ID Field that contains the contact's Dotdigital ID.
  9. Select the Address-book Status Field that contains the contact's address-book statuses.
  10. Select One Time to do a one-time removal of the users in the audience.
  11. Select the Enter Action to take when a contact enters the audience. Note: removing may significantly increase API usage.
  12. Select the Exit Action to take when a contact exits the audience.
  13. (Optional) Toggle Show Advanced Options.
    1. Select Resubscribe With No Challenge to suppress Dotdigital's challenge email when the user is resubscribed, if possible.
    2. Select Sync Status to update the contact's address book status in Lytics.
    3. Select the Opt-in Type for the contacts that will be created. See the Dotdigital documentation for details.
    4. Select the Email Type of emails these contacts can receive.
    5. Select the Map Fields to map all the fields from Lytics to Dotdigital by selecting the Lytics field on the left, and its Dotdigital destination on the right. NOTE: Complex fields such as arrays and maps are not supported by Dotdigital.
    6. Enter a Work Tracking Slug to track the work. This slug should be a unique value.
  14. Click Start Job.

Dotdigital Remove Contacts Workflow