WeChat Adobe Campaign Integration - User Guide

Transcription

1 WeChat Adobe Campaign Integration - User Guide Table of Contents 1. Verticurl App Account Creation Configuration Setup in Verticurl App Configure QR Code Service QR code service for New User QR code service for Existing User Configure Campaign Message Service Configure Tag Services Configure Untag Services Menu Services External Activites Report Services This document details the steps required to configure Verticurl s WeChat Adobe Campaign Integration. Here s a list of what you ll need to do when you re doing this for the first time, with detailed write-ups below it: Create an account in Verticurl App ->Configure the Verticurl App > Configure message for QR code service in the Verticurl App -> Display QR code through personalization block -> Configure message for Message service in the Verticurl App - > Create a workflow in Adobe Campaign -> Activate start workflow in Adobe Campaign. 1. Verticurl App Account Creation Create an account in the Verticurl application this will allow you to configure QR code messages and is required for campaign activation, tagging follower for personalized menu. Visit to create an account in the Verticurl application. 1

2 Figure 1:SignUp Fill up the short form in the screenshot above to create your account. 2. Configuration Setup in Verticurl App WeChat Settings o Navigate to Administration -> WeChat Settings. o In WeChat settings, submit WeChat name, APP key and App secret details. These will be used by the application to communicate with the WeChat server. 2

3 Figure 2: WeChat Configuration Adobe Campaign Settings o Navigate to Administration -> Adobe Campaign Settings. o In Adobe Campaign Settings, submit Username, password and Client URL to allow the application to access the Adobe Campaign API 3. Configure QR Code Service Figure 3: Adobe Campaign Configuration This service renders a QR code on a Web application pages and s. Step 1: Click on the Configuration -> QR Code Message Menu Step 2: Click on QR Code Message Configuration this will take you to the form where the message for QR Module can be configured. 3

4 Figure 4: Configure Message for QR code Step 3: Choose Adobe Campaign List and map schema fields to WeChat fields. 4

5 Figure 6: Map Adobe Campaign Lists and map with WeChat Fields Step 4: Save the configuration. Step 5: Create Personalization Block for configured QR code in Adobe Campaign from Verticurl Cloud App. Figure 7: Create Personalization Block Figure 8: Personalization Block in Adobe Campaign 3.1 QR code service for New User Step 1: Create Web Applications in Adobe Campaign. 5

6 Figure 9: Adobe Campaign Web Applications Step 2: Double click on Page component and choose content template. Step 3: Insert personalization block in template at desired position. Step 4: Save template. Step 5: Publish Web application. 3.2 QR code service for Existing User Step 1: Create new Deliveries for . Figure 10: Creation Step 2: Insert QR code personalization block in Content area. Figure 11: Content 6

7 Step 3: Create Workflow and target existing contacts. Step 4: Insert created Delivery component and choose created deliveries. Step 4: Save and start workflow. Figure 11: Workflow 4. Configure Campaign Message Service There are two parts involved in configuring the campaign message service the first is setting up the message that gets delivered to the recipient (this happens in the Verticurl App). The second part is creating and activating a workflow in Adobe Campaign. Part 1 Configure Message in the Verticurl App Step 1: Go to Configuration -> Campaign Messages in Web Application. Step 2: Click on the Campaign Message Configuration to create a new message. Step 3: Configure the Message. 7

8 Figure 5: Message Configuration Step 4: Save the configuration. Step 5: Copy the Deployment ID. Part 2 Create a Deliveries in Adobe Campaign Step 6: Create a deliveries and choose Wechat template as delivery template. Figure 14: Create Deliveries Step 7: Submit base token details. Step 8: Choose type as Message and submit Deployment ID under Message ID field. Step 8: Save deliveries. Step 9: Create Workflow in Adobe Campaign to send target message Step 10: Choose Query component to target recipient for target message in workflow. Step 11: Choose created deliveries under Delivery component and place Javascript code shared by Verticurl. Step 12: Save and start workflow. 8

9 5. Configure Tag Service Figure 15: Workflow for Message Service There are two parts involved in configuring the Tag service the first is setting up the configure Tag that gets personalized menu to the recipient (this happens in the Verticurl App). The second part is creating and activating a workflow in Adobe Campaign. Part 1 Configure Message in the Verticurl App Step 1: Go to Configuration -> Tag Management in Web Application. Step 2: Click on the Create Tag link. Step 3: Create Tag. Figure 14: Tag Creation Step 4: Save details. Step 5: Copy the Tag Reference ID. Part 2 Create a Deliveries in Adobe Campaign Step 6: Create a deliveries and choose Wechat template as delivery template. 9

10 Figure 14: Create Deliveries Step 7: Submit base token details. Step 8: Choose type as Tag and submit Tag Reference ID under Tag ID field. Step 8: Save deliveries. Step 9: Create Workflow in Adobe Campaign to configure recipient under Tag to have a personalized menu. Step 10: Choose Query component to target recipient for configuring under particular tag in workflow. Step 11: Choose created deliveries in Delivery component and place Javascript code shared by Verticurl. Step 12: Save and start workflow. 6. Configure Untag Service Figure 15: Workflow for Tag Service Step 1: Create a deliveries and choose Wechat template as delivery template. 10

11 Figure 16: Create Deliveries Step 7: Submit base token details. Step 8: Choose type as Untag and submit Tag Reference ID under Tag ID field. Step 8: Save deliveries. Step 9: Create Workflow in Adobe Campaign to untag recipient from Tag. Step 10: Choose Query component to target recipient to untag from Tag in workflow. Step 11: Choose created deliveries in Delivery component and place script code shared by Verticurl. Step 12: Save and start workflow. 7. Menu Services Figure 17: Workflow for Untag Service Step 1: Go to Configuration -> Menu Management in Web Application and create WeChat menu in Verticurl Application. 11

12 Figure18: Configure Menu Step 2: Configure Tag to have a personalize menu. It s optional. Figure 69: Configure Tag Step 3: Configure buttons for Menu in Verticurl Application. 12

13 Figure 20: Configure Menu Button Step 4: Activate the Menu. 8. External Activities Verticurl Cloud App tracks followers WeChat Menu activities and log into Adobe Campaign against recipient record. 9. Report Services Figure 21: External Activities Step 1: Go to Reports -> Message Service Report. This report will show up with statuses on the messages sent from the campaign, along with timestamps for the same. 13

14 Figure 22: Message Service Report Step 2: Reports -> Followers: This report will list down complete follower details. Figure 23: Follower Report Step 3: Reports -> Tag Report: This report will show up with statistics of configured tag/untag. 14

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