Setting up Engage in Actito with dedicated tables
With this method of integration, data collected through Qualifio campaigns is automatically synchronized into Actito. Campaign interaction data is stored in a dedicated custom table, while participant information is enriched directly in a profile table (existing or dedicated).
This setup provides a more automated, scalable, and data-oriented integration, making it easier to activate campaign data across Actito channels.
Understanding the tables
Each table has its own function and allows you to store the different data coming from Qualifio.
The custom table "Campaign interaction"
The custom table deployed in your Actito license is called "Campaign Interaction" and will be used to collect and store data related to Qualifio campaign participation.
It includes the following standard fields:
| Name of the attribute | Data stored |
|---|---|
| Campaign device | Device on which the profile participated in the Qualifio campaign |
| Campaign name | Name of the Qualifio campaign |
| Campaign thematics | Thematics define for the Qualifio campaign (optional) |
| Campaign type | Type of Qualifio campaign (survey, instant win ...) |
| campaignSourceId | ID of the Qualifio website on which the campaign is hosted |
| campaignSourceName | Name of the Qualifio website on which the campaign is hosted |
| Email address | Email address of the participant |
| Participation date | Date of participation to the Qualifio campaign |
| Personality Profile | Personality profile (result of "Personality test" type campaigns) |
| Prize code | Code given to participant on the exit screen (no prize name in that case) |
| Prize name | Prize given to participant on the exit screen (in this case there is a prize name and code) |
The enrichment of these fields with data collected by Qualifio does not require manual mapping if they have kept their standard technical names.
For each new interaction in a linked Qualifio campaign, a new line will be created in the table. Each one of this line will be associated to a profile of your "Clients" (your main profile table) or the "Prospects" profile table thanks to the email address of the profile.
You wish to collect additional information beyond the one contained in the standard fields? Please contact your account manager to add these additional fields.
The profile table "Prospects"
Depending on how your data model is structured and according to your needs, our teams can also deploy a "Prospects" profile table in addition to the custom table to store the data collected about your profiles.
If the key of the profile table you want to enrich with Qualifio data is the email address, there is no need to deploy an additional profile table. The enrichment can be done directly in this table.
However, if the key of your profile table is not the email address, the "Prospect" table will be automatically deployed. You will then be able to push data from the "Prospects" table to your main profile table via Actito standard data feeds.
The "Prospects" table contains the following standard fields:
| Name of the attributes | Data stored |
|---|---|
| First name | First name of the participant |
| Last name | Last name of the participant |
| Email address | Email of the participant (mandatory) |
| Gender | Gender of the participant (values: M/F) |
| Birth date | Date of birth of the participant |
| Language | Preferred language of the participant |
| Phone number | Phone number of the participant |
| Mobile number | Mobile phone number of the participant |
| Street | Address street of the participant |
| House number | Number of the address of the participant |
| Box | Box number of the address of the participant (or any other additional address information) |
| Locality | Locality of the participant |
| Postal code | Postal code of the participant |
| Country | Country of the participant |
If your profile table contains one or more subscriptions, you will need to create the corresponding opt-ins in Qualifio.
During enrichment, if empty values are returned from Qualifio, they will be ignored by Actito. There is therefore no risk of deleting previously collected data from your profile table.
Enriching these fields with data collected by Qualifio does not require manual mapping if they have kept their standard technical names.
Synchronizing custom fields
By default, this method already synchronizes a lot of data, including information related to the campaign (in the custom table) as well as personal info related to the participant (in the profile table).
But depending on your business needs, there may be more pieces of information that you may want to collect, such as what are the hobbies of the participant, do they own a car or anything related to the scope of your brand.
This is why you have the possibility the create additional fields that will be synchronized between the Qualifio campaign and the Actito tables, to help you activate the profile thanks to the data relevant to your business.
- For the profile table, you can complete this step in autonomy by following the walkthrough below.
- For the custom table, the set-up has to be managed by our teams. In each case, do not hesitate to contact your account manager to discussed your needs and make the better set-up.
Step 1 - Create the field in the profile table
In the Actito platform, go to the Table structure module and select the right profile table.
- Click on "Update"
- Choose the method: "No code" or "From JSON"
- Add an attribute and define all the parameters:
- Technical name: Assign a technical name of your field (without spaces), and take note of it.
- Name: This will be the name visible in your table
- Mandatory: Optional or Mandatory
- Multi-valued:Simple value or Multi-valued
- Unicity: Not unique or Unique
- Comment: Add a comment if you want
- Go through all the steps and save
You now have a new field in your profile table.
Step 2 - Set the new mapping variable on Qualifio Portal
Go to the Qualifio portal.
Remember you can use the SSO.
Go to the "Integrations" section and select "Mapping variables".
- Set a display name with the technical name set on the step #2
- Set a technical name with the technical name set on the step #2 with the prefix "actito_". For instance, the "myCustomField" field becomes "actito_myCustomField".
- Keep the variable type as "Answer".
- Enable this mapping variable for questionnaire and/or forms (see step 3 for practical applications).
Step 3 - Use the custom variable in your campaign
Depending on the settings chosen at step 2, you can use your custom variable:
- At the "Questions" step of your Qualifio campaign. This is where you define the quiz proper, namely the interactive part of the campaign. Simply choose the relevant mapping variable in the options.
Using a custom variable in the Questionnaire allows you to collect additional data from your profile while making it part of the "game".
- At the "Forms" step of the campaign, where you collect the personal information of the participant such as the Identification questions. But you can also write your own questions, then map them with a custom variable to push the answer in Actito.
Using proper question formats
Make sure that the format types of the questions are matching on both Actito and Qualifio. Please mind the following comparison table when setting up custom fields.
| Type of data | Type of answer on Actito | Type of question on Qualifio | Value of questions on Qualifio | Type of data to enrich on Actito profile table |
|---|---|---|---|---|
| Text | open field - text | Single answer - Answer buttons - Radio buttons - Clickable images - Drop down list - Related drop-down list Multiple answer - Alphanumeric field with instant check Open-ended questions - Text box | Text – be careful about the characters limit if using enrichment rules | Text attribute |
| Integer | open field - integer | Single answer -Answer buttons - Radio buttons - Clickable images - Drop down list - Related drop-down lists Open-ended questions -Numeric field | With an integer as a value | Integer attribute |
| Date | open field - date | Open-ended questions - Date field | Date attribute | |
| Boolean | Radio buttons – yes/no | Single answer - Answer buttons - Radio buttons - Clickable images - Drop down list - Related drop-down lists | With a value: true/false | Boolean attribute |
| Text multi-values | Multiple checkboxes – text | Multiple answer - Checkboxes Ranking | Warning: all answers values set on Qualifio must be also set on Actito answers | Text attribute with multi-values |