Name: Setting Up Real-Time Connector for SAP Customer Data Platform and SAP Emarsys Customer Engagement
Uploaded: 2024-8-15
Duration: 355 s
Description: In this video we introduce the Real-Time Connector for SAP Customer Data Platform integration for SAP Emarsys Customer Engagement.

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<div><div><div><div>In this video we introduce the Real-Time Connector for SAP Customer Data Platform integration for SAP Emarsys Customer Engagement.</div></div></div></div>

Setting Up Real-Time Connector for SAP Customer Data Platform and SAP Emarsys Customer Engagement

Hello! This video will give you insight into the SAP Customer Data platform or CDP and how to connect it to Emarsys. We'll focus on understanding customer data and illustrate its use via practical examples. CDP is a marketing software that smartly aggregates and organizes customer data from various sources, such as CDC and Emarsys, and then creates creates a comprehensive, unified customer profile. CDP performs this by taking in data and event input from these varied sources. So, let's see how to connect CDP and Emarsys, how the data synchronizes with Emarsys, how customer actions like website registration are captured in real-time by CDP, and how the Direct Data Access feature works. First, let's set the connection in the Sources or Destination page. Look for the 'Connect Application' option connection and select Emarsys from the search results. then, select your desired connector. Next, give this connection a name, then, insert your prepared Emarsys API user and API secret information. Please remember to set up the API user with the necessary permissions in Emarsys. The guidelines for this are documented in our Help Portal. Now, click here and wait a moment for the connector to load and display all of its components. Moving on with the process, let's enable the connection. Then, let's edit the preferred action and select a preset purpose that is required for the enablement. In the next step, you can adjust the default schema by adding or removing further fields that need to be synced with Emarsys. That's it. The application is available and you can now activate the data sync. Now that we've created, connected, and enabled the connection, let's take a closer look at how you can adjust the schema by creating a custom field in CDP. You will notice this change instantly in Emarsys. To verify this, navigate to 'Management'/ 'Field Editor' and search for the correct name. You can now see the custom field. All the fields managed by the CDP connector are automatically created with the prefix 'CD_'. This is consistent with any existing connector with a Custom Data Cloud. Let's register a new contact on the connected website to demonstrate the connection and the data sync. If you have an active registration- triggered automation, the set message will be sent right after the action. Then, you'll see the new contact in Emarsys and CDP as well. So, the data sync works well. Now, moving to Direct Data Access. This new feature allows you to create and view relational data from profiles, groups, and other elements in CDP through an SAP HANA connection that will be leveraged from Emarsys. It helps to enhance personalization, segmentation, and analytics in your applications. Let's start with the CDP Direct Data Access and configuration view. On the left, you can review how the data is organized in the central database of CDP. On the right, you'll see a flattened view for SAP Customer Data Platform, showing how SAP HANA Cloud represents it to your Emarsys account. Notice that all attributes in a profile, including segments, indicators, and activities are shared. At the top, you see the credentials used for the SAP Emarsys Relational Data connection. Moving to the Emarsys interface, you just need to go to Relational Data and Connections tab. Then click 'Create Connection' and choose SAP HANA Cloud as the type and paste the copied credentials. From here, you can create segments or personalize content. Let's see an example for segmentation. Here is a segment template based on CDP profiles using various attributes such as ticket info, or order details. To verify data, compare a specific user's details in both Emarsys and the CDP platforms. To build a segment in Emarsys, navigate to the Segments page, then create a Relational segment. Here, select your desired template and criteria and extract that information directly from the CDP. Moving on to personalization, it's set up similarly as with any relational data connection in Emarsys. On the Tables & Views tab, open the Personalization Settings and select your reference field. You can set the sorting based on the item you prefer, like date. You can select additional fields in the preview page. Based on these settings, you'll be able to create personalization tokens easily. To do that, go to the Personalization page and create a new token and set the RDS preset. And this was a short overview of how the CDP connector works for Emarsys. I hope you enjoyed this session, and thank you for your attention!