SAP Emarsys aims to offer a smooth onboarding experience. The setup process results in fully configured accounts so that customers can maximize engagement across channels. Before diving into the implementation steps, it's essential to understand the prerequisites and critical factors the customer must consider for a successful setup. These prerequisites are the key points of the configuration:
Account creation, assigning Account Owners, and creating users.
Collecting and integrating data for the account.
Enabling and configuring channels for sending messages.
Sending test messages to make sure that everything is working smoothly.
Transferring campaigns, content, and creatives to the account to execute marketing strategy with personalization and branding.
Collaborating with the team to achieve a quick and successful setup.
Note
The onboarding and implementation processes involve various personas, and this content aims to offer relevant information for each, addressing both SAP Emarsys experts, partners, and directly affecting clients.
Let’s discover the prerequisites and key steps to consider before the implementation starts.
Hint
Best Practices for an Effective Data Onboarding
Avoid setbacks by planning each integration milestone within a specific timeframe. Before starting, collect all necessary information and resources and plan carefully for each step.
Ask the client’s team to review the relevant documentation and contact the SAP Emarsys experts with any questions. Most of the onboarding steps need specialized knowledge. Make sure that each team member has the expertise to navigate the onboarding process effectively.
Team members need to start tasks early. This effort is collaborative, so identify dependencies for efficient resource allocation.
SAP Emarsys offers a unified, AI-driven approach to omnichannel engagement. Make sure that all platform modules are set up correctly and resolve problems promptly.
It’s important to set regular update calls between the client and the team managing the SAP Emarsys implementation.
Note
For questions about the data onboarding or implementation process, use the Help Portal articles to understand the SAP Emarsys platform. Submit a support request or contact the SAP Emarsys counterpart for technical queries.
- For more information about data onboarding, review the SAP Emarsys platform glossary and the implementation onboarding roles in the Help Portal.
Lesson Summary
Objective and importance: This section defines the SAP Emarsys configuration process and identifies the prerequisites and steps for data onboarding.
Configuration and data onboarding: Key steps include account creation, data integration, channel configuration, testing, and transferring marketing content. Collaboration with the team is important for a successful setup.
Customer requirements: It's important to discuss customers' requirements with various brands or regions/currencies to select an account setup that meets all use cases.
Best practices: Successful data onboarding needs careful milestone planning, early task initiation, and client and SAP Emarsys experts' involvement. It also involves regular update calls and checking the Help Portal articles for technical queries.
Extra resources: The support team directs users to the SAP Emarsys platform glossary and implementation onboarding roles in the Help Portal for more information about data onboarding.