Enriching Profile Table Attributes
By default, we advise to always configure at least one enrichment corresponding to the key of the database (for example, the emailAddress), to match the participants to a campaign with the profiles in your database (and to create them if they don't exist yet).
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Matching the participant to a profile of the DB is required, for instance, to trigger a scenario.
Nevertheless, you may want to push more information in the database. Indeed, enrichment can be applied to all questions that match a DB attribute, so that the answer value is used to update the DB. For example, updating personal information (name, firstname,...) or subscriptions value.
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You can complete this step in autonomy by following the walkthrough below. If you want the help of Actito teams to set-up the integration, do not hesitate to contact your account manager.
Enriching profile table attributes
To enrich a profile table, you'll need to define a custom data enrichment rule on your Actito form.
- From the Actito portal, go to the « Forms and pages” module
- Select your active “Engage campaigns” form
- Click on “More” and “Update database enrichment”
According to you goal, you must define you own business rule in addition to the pre-defined enrichment rule based on the key of the database.
The enrichment rules will be executed each time when a participation is added by Qualifio.
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For detailed explanations about enrichment rules, we invite you to read Enriching a Database through a Form.
Subscription use case
You want to subscribe new profiles and existing profiles to your newsletter subscription if they give their consent. For already existing profiles, if the profile doesn’t give their consent again, you don’t want to unsubscribe him.
From the database attributes to the left:
- drag the 'Subscriptions' attribute and drop it on the enrichment rule. Then select the question used to enrich your attribute ('subscriptions').
- if not done already, drag the key attribute (ex.: emailAddress) and drop it on the enrichment rule, then select the question matching this attribute.
Then click on the 'edit' button next to each attribute:
- For 'Subscriptions'
- Select “override only existing values that match possible responses”
- And “Never override existing values. Only values that are empty can be updated”
- For the key attribute ('emailAddress' in our example)
- Select “Keep current attribute value” if no value is captured during the participation to the Engage campaigns
Continue the process for each attribute that must be updated from a question.
Defining the behavior for empty values
For each attribute to enrich, you must define:
What is the behavior if Actito if an empty value is collected for an attribute?
- Delete the current value and update with an empty value
- Do nothing and keep the current value
- Update the current value only if the attribute is empty (otherwise the existing value is kept)
For multivalue attribute only, if a list of possibles values is set on Actito side, then select “Override only existing values that match possible responses” to avoid erasing possibilities that are not in the Engage campaign. This is very useful if you have many subscriptions in Actito, but only want to display a reduced selection of optins in Qualifio.
Example: You collect the first name of your profiles trough an Engage campaign. The participant doesn’t answer to question. An empty value is captured.
| 'No value' management | The first name attribute is empty on the profile table | The first name attribute is "John" in the profile table |
|---|---|---|
| Delete current attribute value | Actito replaces the empty value by an empty value | Actito replaces the "John" value by an empty value |
| Keep current attribute value | No enrichment, Actito keeps an empty value | No enrichment, Actito keeps "John" |
| Never override existing value. Only values that are empty can be updated | No enrichment, Actito keeps an empty value | No enrichment, Actito keeps "John" |
Example: You collect the first name of your profiles trough an Engage campaign. The participant answers "Johnny" to the question.
| 'No value' management | The first name attribute is empty on the profile table | The first name attribute is "John" in the profile table |
|---|---|---|
| Delete current attribute value | Actito replaces the empty value by "Johnny" | Actito replaces "John” by "Johnny" |
| Keep current attribute value | No enrichment, Actito keeps an empty value | No enrichment, Actito keeps "John" |
| Never override existing value. Only values that are empty can be updated | Actito replace the empty value by "Johnny" | No enrichment, Actito keeps "John" |
Enriching Custom table attributes
Standard enrichment rules can be used by default to update the Profile database. They cannot be used to directly push data into custom tables (like Interaction and Linked Data tables).
Nevertheless, there are alternatives to Push data collected by Engage campaigns into custom tables, by using Actito's integration framework:
- Define a 'Participation' export of the Engage campaigns form
- Define a scheduled ETL to the relevant custom table(s).
The data can be kept entirely inside Actito by using the Transferbox to export the participations and to reimport them directly, or it can be used to update your CRM. In this second case, the data would be pushed into the custom tables through your usual daily synchronizations.
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Do you need to push Engage data into custom tables? We advise you to contact your account manager to start a project with our Integration & Data experts.