Configure campaigns for Dotdigital

Dotdigital is a cross-channel marketing platform for building customer connections and personalized campaigns across channels.

Configure Amperity to send audiences to Dotdigital.

Get details

Review the following details before configuring credentials for Dotdigital and before configuring Amperity to send audiences to Dotdigital.

Detail 1.

Credential settings

API username

The username for the API user with permission to access Dotdigital. The API user must have permission to access account information, create and update contacts, manage address books, and manage data fields.

API password

The password for the API user.

Detail 2.

Required configuration settings

List name

The name of the list managed by Amperity.

Contact identifier type

The primary identifier for matching contacts in Dotdigital. Use “email” for email campaigns. Use “mobile_number” for SMS campaigns.

Detail 3.

Dotdigital API user

The Dotdigital API user must have permission to access account information, create and update contacts, manage address books, and manage data fields.

Configure credentials

Configure credentials for Dotdigital before adding a destination.

An individual with access to Dotdigital should use SnapPass to securely share “API username” and “API password” details with the individual who configures Amperity.

To configure credentials for Dotdigital

Step 1.

From the Settings page, select the Credentials tab, and then click the Add credential button.

Step 2.

In the Credentials settings dialog box, do the following:

From the Plugin dropdown, select Dotdigital.

Assign the credential a name and description that ensures other users of Amperity can recognize when to use this destination.

Step 3.

The settings that are available for a credential vary by credential type. For the “dotdigital” credential type, configure settings, and then click Save.

API username

The username for the API user with permission to access Dotdigital. The API user must have permission to access account information, create and update contacts, manage address books, and manage data fields.

API password

The password for the API user.

Add destination

Use a sandbox to configure a destination for Dotdigital. Before promoting your changes, send a test audience, and then verify the results in Dotdigital. After verifying the end-to-end workflow, push the destination from the sandbox to production.

To add a destination for Dotdigital

Step 1.

Open the Destinations page, select the New destinations button, and then select Campaign.

Add

To configure a campaign for Dotdigital, do one of the following:

  1. Click the row in which Dotdigital is located. Destinations list alphabetically and you can scroll up and down the list.

  2. Search for Dotdigital. Start typing “dotd”. The list filters to show only matching destinations. Select “Dotdigital”.

Step 2.

Select the credential for Dotdigital from the Credential dropdown, and then click Continue.

Tip

Click the “Test connection” link on the “Configure destination” page to verify that Amperity can connect to Dotdigital.

Step 3.

In the “Destination settings” dialog box, assign the destination a name and description that ensures other users of Amperity can recognize when to use this destination.

Configure business user access

By default a destination is available to all users who have permission to view personally identifiable information (PII).

Enable the Admin only checkbox to restrict access to only users assigned to the Datagrid Operator and Datagrid Administrator policies.

Enable the PII setting checkbox to allow limited access to PII for this destination.

Use the Restrict PII access policy option to prevent users from viewing data marked as PII anywhere in Amperity and from sending data to downstream workflows.

Step 4.

Configure the following settings, and then click “Save”.

List name

The name of the list managed by Amperity.

Contact identifier type

The primary identifier for matching contacts in Dotdigital. Use “email” for email campaigns. Use “mobile_number” for SMS campaigns.

Campaign file settings

Under Campaign settings select one of the following:

  • Send audience list as separate files

    This option sends a standalone file for each treatment group sending an audience to Dotdigital.

  • Send audience lists as a single file

    This option consolidates all treatment groups into a single file before sending the audience to Dotdigital.

Step 5.

After configuring this destination users may send campaigns to Dotdigital.