Configuring Communication Topics

Objective

After completing this lesson, you will be able to define and manage communication channels and topics to customize communication preferences.

Defining Communication Channels, Topics, and Parameters

Communication Channels

Communication Channels are the channels by which you provide the communication topics to the customers, such as email, SMS, social networks, can be any custom channels you’d like to offer your customer to be communicated by your brand. You can associate multiple channels to a single communication topic.

Communication Topics

Communication Topics represent the different types of interaction with your customers.

You can integrate the option to opt in to communication topics within your Registration, Login, and post-login flows. For example, right after the end user registers to your website, a subscription popup offers the end user to opt in to the available communication topics. The end user can then select the topics they would like to opt in to.

Note

The use of communication topics is not supported for lite interactions / accounts.

Each topic must be associated with one or more channels.

Communication topics can be enabled or disabled at any moment. A topic that is disabled remains in the system, but it cannot be integrated in any flows.

Additional Communication Parameters

These are the optional information collected from your customers when they opt in to the communication topics. The collected information is saved with the communication topics.

Additional parameters can be fields where users provide information (i.e., postal address, email, social provider ID), or hidden fields where information is collected automatically upon opt-in (i.e., the web page via which the user opted in).

For more information, refer to Communication Topics in the SAP Help Portal.

Three-column infographic showing communication management categories: Communication Channels (Email, SMS, Social Network, Custom Channel), Communication Topics (Newsletter, Daily Digest, Pro Tips), and Communication Parameters (Social Provider ID, Postal Address, Email Address).

Communication Topics Configuration Steps

To build trust with your customers, you need to offer them complete control over opt-in/out of your brand's communication channels and topics. To manage these preferences, you can:

  • Define which topics and channels your brand offers for communication with your customers.

  • Allow your customers to opt-in/out and adjust the channels and topics on which they want to get communicated by your brand.

  • Select which additional information is to be collected from the customers or directly from the channel during the opt-in and saved with the communication topics.

Five-step communication topics configuration workflow: Define Communication Channels, Define Communication Topics, Define additional communication parameters, Associate communication topics and parameters to UI, Capture and track communication consent.
  • Defining Communication Channels

    You interact with the customers through communication channels, such as email, SMS, and social networks.

  • Defining Communication Topics

    Communication topics are the different types of brand communications to which your customers can opt-in, such as Newsletters.

  • Defining Additional Communication Parameters

    You can collect optional parameters from the customers or directly from the channel during the opt-in. You can define different parameters for each channel, giving you great control over the interactions with the customers.

  • Associating the Communication Topics and Communication Parameters to the UI.

    You can associate communications to the UI via dedicated widgets in the UI Builder or via APIs.

  • Capturing and tracking Communication Consent using the Consent Vault.

    Once everything in ready in the SAP CDC console, you can start capturing and tracking the communication consents when the customer opt-in from the UI screens.

Defining Communication Channels

  • Schema field

    You can manually enter the desired schema fields to map to the channel, and indicate if these fields are required.

    You can enter more than one field. A custom channel can depend on any fields in the schema.

  • Required checkbox

    Require your customers to provide data in these fields to opt in to the communication topic. In this case, when on the subscription form the customer enters a value (that does not already exist in the user account), this value is saved in the account.

    When the Required checkbox is not selected, customers can opt in without providing data.

Communication channel configuration interface showing SMS and Email pre-defined channels, Social channel with delete option, Add New Channel button, and Custom Channel creation form with Channel Name, Description, and Schema Fields configuration.

Note

The SMS and Email channels are predefined in the system and cannot be edited or deleted.

Defining Communication Topics

  • Mapped Channels

    Select the desired channels by which to deliver your communication to end users.

  • Topic-Channel Name

    A unique identifier or name of the topic on this specific channel, unique for this combination of topic and channel.

Communication Topics configuration form for Daily_Digest topic showing Topic Details with name field, Mapped Channels (2) including Daily_Digest_Email and Daily_Digest SMS, Channel Parameters (2) with Schema Fields displaying Data Fields (reason, sourceApplication) marked as Required on Opt-in and Save/Cancel buttons.

Several Schema Fields are available for additional parameters of the communication topics including:

  • sourceApplication (string)

  • brand (string)

  • acceptanceLocation (string)

  • acceptanceEvent (string)

  • reason (string)

  • agentType (string)

  • frequency (string)

  • data1 (string)

  • data2 (string)

  • data3 (string)

Required on Opt-in

Select to require the customers to provide data in the field to opt in to the communication topic.

When the user enters a value on the Subscription form, this value is saved in the account.

Only activated parameters are available for consumption in the UI Builder widgets and by the API.

Adding the Subscription Widget to UI Flows

The standard Subscription widget can be associated to specific communication topics on the UI Builder. It displays to your customers their opt-in status to each of these topics and allows them to change it.

UI Builder interface showing a registration form with email, password, and newsletter subscription fields, along with the Properties panel displaying mapped fields and configuration options.

Opt-in requests for communication topics can be integrated into various flows, including:

  • Registration flow (Registration screen or Registration Completion screen)

  • Profile Update flow (Update Profile screen)

You can also add Textbox and Metadata widgets to UI screens to collect additional information during opt-in.

  • Textbox: Allows customers to fill in additional communication parameters.

  • Metadata: Automatically collects additional information when the user opts-in. This widget is not visible to customers.

Configuring Communication Channels and Topics

In this video, we will explore how to configure communication channels and topics. You will learn how to set up specific subscription categories, allowing your users to choose exactly what information they want to receive.

Summary

  • Communication channels are the avenues through which you deliver communication topics to your customers, such as email, SMS, and social networks, ensuring a multi-channel approach to reaching your audience.

  • Communication topics represent the different types of interactions with your customers, enabling tailored communication strategies based on user preferences.

  • Additional communication parameters are optional pieces of information that you can collect from customers when they opt-in to communication topics, allowing for personalized and relevant messaging.

  • Configuring communication channels effectively ensures that users can manage their communication preferences, enhancing trust and compliance.

  • Managing communication topics provides users with tailored preference options, improving their overall experience and engagement with your brand.